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

Edit the data in a record

So what if you do want to edit the data in a record? To edit data, you need to open a Microsoft Dynamics CRM form. You don't have to leave CRM para Outlook to do that though. Just double-click any record in a list to open a Microsoft Dynamics CRM form.

When the Microsoft Dynamics CRM form is open, you can edit the data or do any other actions you would normally do in Microsoft Dynamics CRM.

Sugerencia

Next up: Find a record (fast!)

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Find your data and work with lists

CRM for Outlook Basics

Nota

Ve el manual de los aspectos básicos de CRM porque no está conectado a Internet ahora. Para buscar más libros electrónicos, vídeos y otros contenidos excelentes, consulte el Centro de cliente de CRM (www.CRMCustomerCenter.com) desde un equipo, una tableta o un teléfono conectado.