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

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

If you have worked with Outlook for a while, you probably have a lot of contacts. To take full advantage of Microsoft Dynamics CRM and all that it has to offer, you'll want to add your Outlook contacts to Microsoft Dynamics CRM. That way, you can track all customer-related activities in one place. After adding and linking your Outlook contacts to accounts in Microsoft Dynamics CRM, you'll see the email, tasks, and appointments records associated with those contacts in CRM para Outlook. You (or others if they have access to your activities) will also be able to access those contact records in Microsoft Dynamics CRM. In other words, it works both ways.

Also, if you sync Outlook on your smart phone or other mobile device, you can access your CRM contacts from that device.

But what about personal contacts?

If you're like most people, you probably mix your Outlook business contacts with some personal contacts. CRM para Outlook makes it easy to keep your personal contacts separate from your business contacts. Your personal contacts will never show up in Microsoft Dynamics CRM unless you decide to track them.

Next up: Add Outlook contacts to Microsoft Dynamics CRM

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