Outlook Client & E-mail Management
Microsoft Dynamics CRM 2013
| Intermediate
- 12 videos | 58m 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
-
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
-
6m 20sIn this video, learn how to install the Outlook Client, configure it for your organization, and optimize its performance. FREE ACCESS
-
4m 22sIn this video, you will learn how to navigate your way around the Outlook application. FREE ACCESS
-
3. Synchronization Configuration3m 57sLearn how to configure synchronization rules for Contacts and Activities. FREE ACCESS
-
4. Contact Synchronization5m 51sLearn how to synchronize your existing Contacts with your CRM. FREE ACCESS
-
5. Appointment, Recurring Appointments and Task Tracking4m 20sIn this video, learn how to track your tasks and appointments from Outlook to your CRM. FREE ACCESS
-
6. Accessing Data Offline5m 38sDuring this video, you will learn how to configure offline filters, set up offline functionality, and take your CRM application offline. FREE ACCESS
-
7. Setting Personal Options4m 35sIn this video, learn how to configure the way your CRM Outlook Client behaves. FREE ACCESS
-
8. E-mail Configuration Options4m 42sDuring this video, you will learn how to configure your personal system settings related to email. FREE ACCESS
-
9. E-mail Tracking5m 15sIn this video, learn how to track your emails against CRM entities. FREE ACCESS
-
10. Turning E-mails into Actions4m 45sIn this video, you will convert your emails to leads, cases, and opportunities. FREE ACCESS
-
11. Automated E-mail Linking5m 29sDuring this video, you will learn how to use tracking tokens and smart matching to automatically link emails to cases, customers, and other records. FREE ACCESS
-
12. Adding Content to E-Mails2m 51sIn this video, learn how to add content to your e-mails using templates, sales literature, and knowledge base articles. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion on some of our courses, which can be shared on any social network or business platform.
Digital badges are yours to keep, forever.
