Outlook Client & E-mail Management
Microsoft Dynamics CRM 2013
12 Videos | 58m 41s - 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
-
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
-
1.Installation and Configuration of the Outlook Client6m 23sUP NEXT
-
2.Navigation in the Outlook Client4m 25s
-
3.Synchronization Configuration4m
-
4.Contact Synchronization5m 54s
-
5.Appointment, Recurring Appointments and Task Tracking4m 23s
-
6.Accessing Data Offline5m 41s
-
7.Setting Personal Options4m 38s
-
8.E-mail Configuration Options4m 45s
-
9.E-mail Tracking5m 18s
-
10.Turning E-mails into Actions4m 47s
-
11.Automated E-mail Linking5m 32s
-
12.Adding Content to E-Mails2m 54s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform
Digital badges are yours to keep, forever.
