This is easy. Access your CRM data within Outlook. There are two reasons I like to access Microsoft CRM using Outlook:
1.) I have Outlook open all day long and if I need to get to some CRM data, my CRM application is already open, and I quickly and easily get to the information or function I want without having to open another application. This is the CRM toolbar in Outlook. All the functionality is available from this toolbar or the Outlook folders:
2.) I can quickly and easily add information about a client, prospect, or opportunity by tracking e-mail messages, I select, in my CRM system. If there is a message I receive or send, and I believe it is important to have that information in my CRM system, I just click on the “Track in CRM” button in Outlook, and the message is copied to the CRM system. Simple.
For specific set-up help see this page:
posted by Steve Chapman @ 10:51 AM
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