Microsoft Dynamic CRM Tutorial

Deploy and utilize Microsoft Dynamics CRM.

Microsoft Dynamics CRM online for Outlook brings CRM online functions into Outlook by embedding CRM online areas as a folder in Outlook. Almost all the functions of CRM online are accessible in Outlook, including sending and receiving CRM emails from Outlook. However, you need to install the add-in in order to use CRM online for Outlook.

Things You'll Need

• Microsoft Dynamics CRM online for Outlook
• Microsoft Outlook

Instructions

1. Click "Start->All Programs" and "Microsoft Dynamics CRM for Outlook." Click "System Settings->Administration" in the Navigation pane. Click "New" in the Actions toolbar to add new users. Select the business unit you work with in the "Select Business Unit" window. Select a security role for the new user on the "Select Security Roles" window. Input user information on the "Add User" window and click "Add."

2. Click "Settings->Administration" and "Users" in the Navigation pane to enable users to receive emails via CRM online for Outlook. Double-click a user record to open a "User" form. Select "Microsoft Dynamics CRM for Outlook" under "Email Access Configuration." Click "Save" and close.

3. Click "Start->All Programs" and "Microsoft Outlook." In Outlook, in the Microsoft Dynamics CRM online menu, click "Options" to enable Outlook to send email for CRM online. Choose "Allow Microsoft Dynamics CRM to send e-mail using CRM for Outlook" on the Email tab in the "Set Personal Options" window.

References

• Dynamics.com: Getting your personnel started with Microsoft Dynamics CRM Online for Outlook
• Dynamics.com:Key steps to get started with Microsoft Dynamics CRM Online for Outlook

Resources

• Microsoft: Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook