8 steps to get started with Microsoft Dynamics CRM for Outlook
Published: April 11, 2008Updated: February 27, 2009
Microsoft Dynamics CRM for Microsoft Office Outlook is an add-in for
Microsoft Dynamics CRM that is installed on a desktop or laptop computer.
Microsoft Dynamics CRM for Outlook
brings Microsoft Dynamics CRM into the every day
Outlook experience by displaying
the Microsoft Dynamics CRM areas as subfolders in the
Outlook mail folders. With a few exceptions, all of the same functionality is available, including setup and configuration features.
Key steps
Download and install Microsoft Dynamics CRM for Outlook on your desktop or laptop computer
Unless you require offline access, install the version recommended in the
installer.
Configure
Microsoft Dynamics CRM for Outlook
After the installation is complete, to configure Microsoft Dynamics CRM for Outlook on the
Start menu, click
All Programs, click
Microsoft Dynamics CRM, and then click
Configuration Wizard.
You will need the Web address (URL) of your organization's installation of
Microsoft Dynamics CRM. If you use the Web application, it is usually the same Web address.
Contact your system administrator, if you do not know the Web address.
Unless otherwise instructed by your administrator, do not change any options.
Access Microsoft Dynamics CRM through new
CRM toolbars, menus, and folders in Outlook
After you configure the add-in and restart Outlook you can access Microsoft Dynamics CRM.
A CRM button toolbar is installed in Outlook, which allows you to perform many functions
quickly, including creating new activities, records, and Advanced Find. Advanced Find allows you to search Microsoft Dynamics CRM right from the toolbar.
In the Outlook standard toolbar, a
new CRM menu gives you access to additional
Microsoft Dynamics CRM features and options, including your personal options, synchronization, and Help.
The
Microsoft CRM folders display your
Microsoft Dynamics CRM data.
A notification icon appears in the notification area of your desktop.
Set your e-mail options in your Microsoft Dynamics CRM for Outlook personal options
If your organization uses workflow, mail merge, or other automated system jobs, you need to
set your personal options to allow
Microsoft Dynamics CRM using Microsoft Dynamics CRM for Outlook to send e-mail in your name.
On the
CRM menu, click
Options, and then in the dialog, on the
E-mail tab, select the Allow Microsoft Dynamics CRM to send e-mail using CRM for Outlook checkbox.
Get your Outlook contacts into
Microsoft Dynamics CRM
In
Outlook you can either open a contact, or select up to 25 contacts in the list of
contacts. Click
Track in CRM. If you want to include the company as the parent
account in
Microsoft Dynamics CRM, you can set the option in your personal options on the
Synchronization tab.
Track
Outlook tasks as
Microsoft Dynamics CRM activities
In
Outlook you can either open a task, or select up to 25 tasks in the list of
tasks. Click
Track in CRM. For a single task, you can click the down arrow in the
Track in CRM button, and select which type of
Microsoft Dynamics CRM activity that will track the task.
Set and view the
Microsoft Dynamics CRM regarding record from
Outlook
After you have tracked a record (contact, e-mail, or task), click Set Regarding to look up and link the record to another Microsoft Dynamics CRM record, such as an account or case. Click
View Regarding to open the
Microsoft Dynamics CRM record. If you select the wrong regarding record, click Set Regarding to choose another record.
Access
Microsoft Dynamics CRM e-mail addresses from the
Microsoft Dynamics CRM for Outlook
While addressing an e-mail in
Outlook, you can click
To, and in the
Address Book list, select
an account, contact, facility/equipment, lead, queue, or users address.
And 2 more things, if you upgraded from
Microsoft Dynamics CRM 3.0 for Outlook
The Settings area area is now available in the Microsoft CRM folder.
The Service Calendar area is now available in the Microsoft CRM folder.
Note