Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
 Microsoft Dynamics CRM Centro de clientes

Set personal options

You can set personal options in CRM para Outlook to set things up for the way you work. Most of the options that you can set in CRM para Outlook have to do with tracking and synchronization. We'll highlight a few of the more common options in this section. But first, let's learn how to set a personal option.

  1. On the File menu, choose CRM.

  2. Choose the Options button.

    CRM para Outlook displays the Set Personal Options dialog box, which includes tabs for the different types of options.

Next up: Track incoming email automatically

Read more

Make it your own

CRM for Outlook Basics

Nota

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