Microsoft Dynamics® CRM Training

Tracking Outlook Items in CRM Online

Video Details
Once you install the Microsoft Dynamics CRM for Microsoft Office Outlook client, it is possible to have CRM Online track certain items you create in Outlook, keeping identical, synchronized copies in both applications. You can then work in Outlook knowing your work is automatically tracked CRM Online. In this video, we create a Contact in Outlook and enable tracking for it. We then send an e-mail to, and schedule a phone meeting with, that Contact, and enable tracking for those. Then we look in CRM Online to find all that activity tracked and related to the Contact.

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