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With the CRM for Outlook add-in, you can take advantage of all that CRM has to offer directly from the familiar Microsoft Outlook interface. And now there’s an eBook that walks you through the steps of using CRM for Outlook.
The new CRM for Outlook Basics eBook describes everything you need to get started. In this eBook, you’ll learn how to use CRM for Outlook to work with lists, track (sync) email and other activities, and nurture your leads and opportunities through the sales process. You’ll also learn how to work offline with CRM for Outlook so you can be productive wherever you are.
Use the CRM for Outlook Basics eBook as self-service training, or if you’re in charge of training for your organization, use it as a ready-made training course. We even provide links to the source files (see our Training & Adoption Kit), so you can customize it for the needs of your organization.
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Download the eBook, and then take a minute to send us a quick note. We’d love to know what helps you, or what doesn’t work so well.
The CRM for Outlook Basics eBook joins our growing list of eBooks, including the recently released CRM Basics eBook. See the full list of Microsoft Dynamics CRM eBooks.
For more information on Microsoft Dynamics CRM, including how-tos, videos, and other useful information, visit our CRM Help Center.
Bryce HolmesContent DeveloperMicrosoft Dynamics CRMEnd User Team