Outlook Client & E-mail Management

Microsoft Dynamics CRM 2013    |    Intermediate
  • 12 Videos | 1h 1m 6s
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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

  • Playable
    1. 
    Installation and Configuration of the Outlook Client
    6m 20s
    UP NEXT
  • Playable
    2. 
    Navigation in the Outlook Client
    4m 22s
  • Locked
    3. 
    Synchronization Configuration
    3m 57s
  • Locked
    4. 
    Contact Synchronization
    5m 51s
  • Locked
    5. 
    Appointment, Recurring Appointments and Task Tracking
    4m 20s
  • Locked
    6. 
    Accessing Data Offline
    5m 38s
  • Locked
    7. 
    Setting Personal Options
    4m 35s
  • Locked
    8. 
    E-mail Configuration Options
    4m 42s
  • Locked
    9. 
    E-mail Tracking
    5m 15s
  • Locked
    10. 
    Turning E-mails into Actions
    4m 45s
  • Locked
    11. 
    Automated E-mail Linking
    5m 29s
  • Locked
    12. 
    Adding Content to E-Mails
    2m 51s

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