Outlook Client & E-mail Management
Microsoft Dynamics CRM 2013
| Intermediate
- 12 Videos | 1h 1m 6s
- Earns a Badge
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application with a flexible platform for a broad range of requirements. Discover how to work with the Dynamics Outlook Client and integrate your e-mails with CRM 2013.
WHAT YOU WILL LEARN
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install the Outlook Client, configure it to your organization and optimize it's performance
navigate your way around the Outlook Client
configure the synchronization rules for Contacts and Activities
synchronize your existing Contacts with CRM
track your tasks and appointments from Outlook to CRM
configure offline filters, set up offline functionality and take your CRM application offline -
configure the way in which your CRM Outlook Client behaves
configure e-mail related personal system settings
track your e-mails against CRM entities
convert your e-mails to leads, cases and opportunities
use tracking tokens and smart matching to automatically link e-mails to cases, customers and other records
add content to your e-mails using templates, sales literature and knowledge base articles
IN THIS COURSE
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1.Installation and Configuration of the Outlook Client6m 20sUP NEXT
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2.Navigation in the Outlook Client4m 22s
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3.Synchronization Configuration3m 57s
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4.Contact Synchronization5m 51s
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5.Appointment, Recurring Appointments and Task Tracking4m 20s
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6.Accessing Data Offline5m 38s
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7.Setting Personal Options4m 35s
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8.E-mail Configuration Options4m 42s
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9.E-mail Tracking5m 15s
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10.Turning E-mails into Actions4m 45s
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11.Automated E-mail Linking5m 29s
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12.Adding Content to E-Mails2m 51s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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