When you use CRM for Outlook, you can access all the CRM core functionality directly from Outlook. CRM for Outlook also provides extra functionality that isn’t available in the web client. For example, you can:· Track Outlook email, appointments, contacts, and tasks. When you track a record in CRM for Outlook, a copy of that record is “pushed” to CRM and the two records are synchronized. After a record is tracked, you can update it in CRM for Outlook or in CRM. Tracking provides a great way to keep your personal information separate from your business information, because only the information you manually track is pushed to CRM. CRM for Outlook also automatically synchronizes records you own from CRM to CRM for Outlook.
· Apply CRM email templates, or attach sales literature and Knowledge Base articles from CRM when you are sending an Outlook email message to customers.
· Take advantage of native Outlook functionality to customize views of CRM data. For example, you can sort, filter, format, group, and categorize views the same way you manage views in Outlook, and you can open multiple views at once. You can also add conditional formatting and set follow-ups.
· Access your CRM data on the go by working in offline mode. CRM for Outlook provides offline synchronization filters that you can modify before you go offline so you take just the data you need with you. When you’re offline, changes are stored to your local drive. When you go back online, CRM for Outlook automatically synchronizes the data again with the CRM server.
· Create Microsoft Word mail-merge documents to send form letters or form email messages to contacts, accounts, or marketing mailing lists. You can also use mail merge to create faxes and quotes.
You access commands in CRM for Outlook through the ribbon. The ribbon displays different buttons and features depending on context. For example, if you view a list of opportunities, the ribbon displays buttons that apply to opportunities. For appointments, contacts, and tasks, you’ll see a special CRM section on the ribbon.
Lists, views, and the reading pane
When you use the navigation pane to open a folder for a type of record (Accounts, for example), you’ll see a list of records. The list is determined by the view you’re in and any search criteria or filter you have applied.
When you choose a record in a list, the details for that record are displayed in the reading pane below the list. Data in the reading pane is read only—it’s a quick way to view the contents of a record. If you want to edit the data in CRM, just double-click the record in the list.