Microsoft Dynamics CRM for Outlook Basics

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Microsoft Dynamics CRM

This guide contains the essentials you need to use Microsoft Dynamics CRM for Outlook, the Microsoft Outlook add-in that works together with Microsoft Dynamics CRM. In this guide, we’ll show you how to navigate CRM for Outlook, enter and edit data and move your customers successfully through the sales cycle.

  • Find your data and work with lists
  • Visualize your data with dashboards
  • Email, appointments, taks and other activities
  • Nurture leads through the sales process
  • Take your work and go offline