CRM for Outlook Basics

The contains the essentials you need to know to find your way around CRM para Outlook, work with data, and move your customers through the sales cycle.

We know you're busy, so we only included what you need to get productive right away (think bite-sized servings!).

Meet CRM for Outlook

A new, but comfortably familiar face

Take advantage of what you already know

Track your Outlook email, appointments, contacts, and tasks

Enhanced email capabilities make you more productive

Take your work with you when you go offline

Security settings - What if you can't access a feature?

Get Help when and where you need it

Get Help on a specific dialog box, window, or error message

CRM for Outlook online User's Guide provides in-depth Help

Customer Center - Your one-stop shop for Help and training

Find your data and work with lists

How CRM for Outlook data is organized

Find your data

View records and record details

Edit the data in a record

Find a record (fast!)

View a subset of records

Create your own filter to select just the records you want

Add a column to a list

Sort records in a list

Resize and move columns in a list

Use color to categorize your records

Visualize your data with dashboards

Start your day with a dashboard

Find the right dashboard for your role

Set the default dashboard layout

Drill in to see the data that makes up the chart on a dashboard

Pick a different type of chart or different fields for a chart

Email, appointments, tasks, and other assorted CRM activities

Everything revolves around activities

Find activities for your area

View and filter your activities to show only the ones you want

Add a new activity by tracking it

Use the tracking pane to find related records

Track an incoming email activity

Create and track an outgoing email activity

Create and track an appointment activity

Create and track a task activity

When are records synchronized with Microsoft Dynamics CRM?

What if you want to stop tracking a record?

Mark your activity complete

Flag an activity for follow up

Best practices for activities

Nurture leads through the sales process

Tell me about accounts, contacts, leads, and opportunities

Why would I want to add my Outlook contacts to Microsoft Dynamics CRM?

Add Outlook contacts to Microsoft Dynamics CRM

Add all (or lots!) of contacts to Microsoft Dynamics CRM

Convert an email message to a lead

It's all in the (business) process

Disqualify a lead

Send a sales brochure to a potential customer

Send a sales proposal or a price quote

Close your opportunity as won or lost

Take your work with you and go offline

Select just the data you need before you go offline

Open an offline filter

Modify an offline filter to include additional reports

What else can you do with offline filters?

Go offline, and then go back online

Make it your own

Set personal options

Track incoming email automatically

Automatically create contacts or leads from unknown email addresses

Set the number of records you see in lists

Set whether to open Outlook forms or Microsoft Dynamics CRM forms

Customize the Reading Pane to add or remove sections

Change the position of the Reading Pane or turn it off

A few final words

Next steps

Importante

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