Getting Started

Getting your personnel started with Microsoft Dynamics CRM for Outlook

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 sub-folders in the Outlook mail folders. With a few exceptions, all of the same functionality is available, including set-up and configuration features.

On This Page

Using Microsoft Dynamics CRM and Microsoft Office Outlook together

Set up users to access e-mail through Microsoft Dynamics CRM for Outlook

Next steps for individuals

Using Microsoft Dynamics CRM and Microsoft Office Outlook together

After the add-in is installed, Microsoft Dynamics CRM for Outlook can send and receive Microsoft Dynamics CRM e-mail from Outlook, which simplifies your organization's e-mail setup for Microsoft Dynamics CRM. With one click, Outlook e-mail messages can be tracked in Microsoft Dynamics CRM and linked to customer records.

To get your personnel started you'll need to do the following task:

Set up user records to manage e-mail with Outlook.

Your personnel then have two tasks to complete:

Install Microsoft Dynamics CRM for Outlook on their computers.
Set up their personal options to allow Outlook to send e-mail on their behalf.

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Set up users to access e-mail through Microsoft Dynamics CRM for Outlook

In the Navigation Pane, click Settings, click Administration, and then click Users.
Double-click a user record. The User form appears.
Under E-mail Access Configuration, select Microsoft Dynamics CRM for Outlook. E-mail is sent and received with Microsoft Dynamics CRM.
Click Save and Close.

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Next steps for individuals

After you set up your personnel to use Microsoft Dynamics CRM for Outlook, you need to inform them that they need to install Microsoft Dynamics CRM for Outlook. If your organization uses workflow or mail merge, to send mail automatically on behalf of users, each person needs to set the personal option to allow Outlook to send e-mail with the personnel's name as the sender.

As a suggestion, create an e-mail template with the following boilerplate. You can send direct e-mail to new users, which they will receive in Outlook. Step-by-step procedures on how to create e-mail templates and send direct e-mail are in the Help. (On the Help menu, click Contents.)

Important

You will need to provide your company URL [yourcompanyURL] for Microsoft Dynamics CRM in the e-mail message.

Boilerplate letter

Welcome to Microsoft Dynamics CRM!

To get started using Microsoft Dynamics CRM, you need to do the following tasks:

Install Microsoft Dynamics CRM for Outlook

To install Microsoft Dynamics CRM for Outlook, your computer must have one of the following combinations of Microsoft Office and Windows operating systems.

Windows operating systems: Windows Vista or Windows XP with SP2
Microsoft Office: Microsoft Office 2007 or Microsoft Office 2003 SP3

Download Microsoft Dynamics CRM for Outlook from the Microsoft Download Center: Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook (On-Premise and Service Provider Editions). Follow the installation instructions.

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. The Internet address for our organization is [yourcompanyURL].

Set your personal options to allow Outlook to send mail on your behalf

You need to set your personal options so that e-mail can be sent automatically to allow Outlook to send mail for Microsoft Dynamics CRM.

In Outlook, in the Microsoft Dynamics CRM menu bar, click Options.
In the Set Personal Options dialog box, on the E-mail tab, read the security warning and then select the Allow Microsoft Dynamics CRM to send e-mail using CRM for Outlook check box.

To learn more about using Microsoft Dynamics CRM for Outlook, in the Resource Center, read the article: 8 steps to get started with Microsoft Dynamics CRM for Outlook.

Good luck!

[Your name], System Administrator

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