[Applies to: Microsoft Dynamics CRM 4.0]

Save Outlook Contacts, Tasks, and E-mail Messages as Microsoft Dynamics CRM Online Records

By using Microsoft Dynamics CRM Online for Outlook, you can save individual Outlook contacts, appointments, e-mail messages, and tasks as Microsoft Dynamics CRM Online records and activities and then link them to a related Microsoft Dynamics CRM Online record, such as a contact, account, or lead. Activities appear in the related record's list of activities.

You can also set options to determine how incoming e-mail is handled.

Save and link Outlook contacts in Microsoft Dynamics CRM Online

Save and link Outlook tasks and appointments in Microsoft Dynamics CRM Online

Save and link Outlook e-mail messages as Microsoft Dynamics CRM Online e-mail activities

Automatically track and save incoming e-mail as Microsoft Dynamics CRM Online e-mail activities

Remove tracking in Microsoft Dynamics CRM Online from a record

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