For the latest updates to this post please visit the original posting here: What is the Microsoft Outlook Social Connector?
The Microsoft Outlook Social Connector is a feature of Microsoft Outlook that combines ‘business and personal’ updates of all of your contacts across Outlook, Facebook, LinkedIn & Windows Live in a centralized location.
Why is this important for Microsoft CRM clients? Well further to your 360 degree view that Microsoft CRM provides, now you have the ability to fully complete the circle by tracking all of your contacts activities across Outlook (emails, appointments, tasks) and now social media sites like Facebook and LinkedIn!
Some cool features:
What do you need to get started? The Outlook Social Connector is available for Microsoft Outlook 2010, 2007 and 2003. You will also have to download the 3rd party add on’s to bring in the updates from your favorite social media sites.
Social Network Providers available for Outlook Social Connector
Let’s walk through an example of setting up LinkedIn for Office Social Connector.
If you have Outlook 2010, the Outlook Social Connector should come automatically with your activation. If you have Outlook 2010, but no Social Connector, it may have been deselected during the installation of Microsoft Office Outlook. In which case:
For earlier versions of Microsoft Outlook (2007 & 2003), you can download the Microsoft Outlook Social Connector here.
Next, once you confirm you have the Microsoft Outlook Social Connector tool installed, proceed by downloading the LinkedIn Connector. You can find that by clicking.
On the LinkedIn for Outlook site, click download and follow the quick wizard that downloads and installs the LinkedIn to Outlook connector.
Restart Microsoft Outlook.
In the Microsoft Outlook Ribbon
Now go back to your inbox and highlight an existing email from one of your contacts, who is also a Connection on LinkedIn.
Example: Jim Sheehan is a connection of mine on LinkedIn and Jim is also a contact in Microsoft CRM, with Microsoft Outlook Social Communicator; I am now able to view all related activities in one central location:
Oh wait, there’s more. Not only does this store all the important information that I need to know before my next interaction with Jim from Outlook, I can also see this same information for Jim’s contact record in Microsoft CRM 2011.
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