Microsoft Dynamics CRM 2011 is a customized feature designed for Outlook that can be easily installed on computers. The various CRM training courses like NAV Training can help organizations handle all their customer service needs and deliver exceptional results for clients. But Microsoft Dynamics CRM 2011 can be integrated without undertaking any formal CRM 2011 training.
This service update offers a fresh Outlook experience by exhibiting the Microsoft Dynamics CRM areas separately as folders in the Outlook Navigation Pane. The update also makes the entire functionality – such as setup and configuration features – of Microsoft Dynamics CRM available to the users.
To help you get started with Microsoft Dynamics CRM 2011, here are five important steps that need to be followed.
As a first step, download and install Microsoft Dynamics CRM 2011 for Outlook on your computer. You can access the download link for this add-in on Microsoft Download Center.
After successful installation, restart your Outlook and access Microsoft Dynamics CRM 2011 for through the latest available CRM toolbars, menu options, and folders in Outlook.
If your company employs the use of mail merge, workflow, etc., then you are required to tune the settings in your personal options to enable the add-in to send an e-mail message on your behalf.
Proceed to get all your Outlook contacts merged into Microsoft Dynamics CRM. The easiest way to do this is to either trail the contacts or make use of Add Contacts Wizard.
Keep a track of all your Outlook chores (e-mails, contacts, etc.) as the CRM activities. When a record gets tracked, go to Set Recording to choose a record and View Regarding to see a record.
Once you complete these steps successfully, you will be able to enjoy smooth workflow of activities on the updated Microsoft Dynamics CRM 2011 on your system.