Chapter 2: Microsoft CRM Client for Outlook
CHAPTER 2: MICROSOFT CRM CLIENT FOR
Actively participating during this lesson helps you:
• Use and identify the functionality available in the Microsoft® CRM
Client for Microsoft® Outlook®
• Navigate within the Microsoft CRM client for Outlook user interface
• Understand the functionality available when working Offline and
• Create and manage Microsoft CRM records and activities in Outlook
This lesson takes a look at how the Microsoft CRM Client for Outlook works,
how the functionality is similar to the web client. It provides information on how
to work in the Outlook Client interface. The lesson begins by identifying the
functionality available in the Outlook Client, and then discusses how to use the
Microsoft CRM Service Scheduling
Microsoft CRM 3.0 Client for Outlook
Microsoft CRM 3.0 client for Microsoft Office Outlook brings Microsoft CRM
into your everyday Outlook experience. If users know how to send and receive e-
mails, look up contacts, and schedule tasks and appointments in Outlook, they
find Microsoft CRM client for Outlook easy to use.
Microsoft CRM takes that familiar experience and provides almost all of the
powerful sales, marketing, and customer service features that Microsoft CRM
offers. Users can use Microsoft CRM client for Outlook to accomplish your day-
to-day activities without leaving the familiar environment of Outlook.
Users can perform most of the same sales, marketing, and customer services in
the Microsoft CRM 3.0 client for Microsoft Office Outlook that you can in
Microsoft CRM, including working with accounts, contacts, and campaigns.
The Microsoft CRM address book gives you access to all the addresses for your
Microsoft CRM customers. Users can do almost anything you ordinarily would,
except for administrative tasks such as creating users and configuring the
Microsoft CRM system.
Chapter 2: Microsoft CRM Client for O