Outlook Client & E-mail Management

Microsoft Dynamics CRM 2013    |    Intermediate
  • 12 videos | 58m 6s
  • Earns a Badge
Rating 3.4 of 5 users Rating 3.4 of 5 users (5)
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 20s
    In this video, learn how to install the Outlook Client, configure it for your organization, and optimize its performance. FREE ACCESS
  • 4m 22s
    In this video, you will learn how to navigate your way around the Outlook application. FREE ACCESS
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    3.  Synchronization Configuration
    3m 57s
    Learn how to configure synchronization rules for Contacts and Activities. FREE ACCESS
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    4.  Contact Synchronization
    5m 51s
    Learn how to synchronize your existing Contacts with your CRM. FREE ACCESS
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    5.  Appointment, Recurring Appointments and Task Tracking
    4m 20s
    In this video, learn how to track your tasks and appointments from Outlook to your CRM. FREE ACCESS
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    6.  Accessing Data Offline
    5m 38s
    During this video, you will learn how to configure offline filters, set up offline functionality, and take your CRM application offline. FREE ACCESS
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    7.  Setting Personal Options
    4m 35s
    In this video, learn how to configure the way your CRM Outlook Client behaves. FREE ACCESS
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    8.  E-mail Configuration Options
    4m 42s
    During this video, you will learn how to configure your personal system settings related to email. FREE ACCESS
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    9.  E-mail Tracking
    5m 15s
    In this video, learn how to track your emails against CRM entities. FREE ACCESS
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    10.  Turning E-mails into Actions
    4m 45s
    In this video, you will convert your emails to leads, cases, and opportunities. FREE ACCESS
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    11.  Automated E-mail Linking
    5m 29s
    During 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
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    12.  Adding Content to E-Mails
    2m 51s
    In this video, learn how to add content to your e-mails using templates, sales literature, and knowledge base articles. FREE ACCESS

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