How to Send an Email in Outlook Through Microsoft CRM 4.0

Microsoft CRM 4.0 allows users to easily access relevent information and email simultaneously.

Microsoft CRM 4.0 is Microsoft's endeavor to streamline customer relations activities. The software is particularly useful as an organizational tool. It allows users to view messages in a range of formats relevant to a project. It also allows the user to view e-mail messages and relevant calendars simultaneously. Users must allow Microsoft CRM 4.0 to work in collaboration with Microsoft Outlook in order to send messages in the user's name. This collaboration also allows Microsoft CRM 4.0 to take advantage of the contact information saved in Microsoft Outlook.

Instructions

1. Log into Microsoft Dynamics CRM 4.0 through the website referenced in the Resources section.

2. Enable Microsoft CRM 4.0 to access Microsoft Outlook. Click "Tools" then "options" in the CRM menu. When the dialog box pops up click the the "Email" tab then click box next to "Allow Microsoft Dynamics CRM to send e-mail using CRM for Outlook."

3. Write an e-mail. Click the e-mail icon on the Microsoft CRM 4.0 tool bar. Click the "Compose" button and write the e-mail.

4. Click "Send."

References

• Microsoft Dynamics CRM Online Resource Center: Key steps to get started with Microsoft Dynamics CRM Online for Outlook

Resources

• Microsoft Dynamics CRM