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For the latest updates to this post please visit the original posting here: Advanced Tips for Configuring Dynamics CRM for Outlook
There are a number of configurations that can be made to enhance a user’s experience using Dynamics CRM within Outlook. (If you still need to install the Outlook Client, you can refer to our blog How to Install Dynamics CRM for Outlook.)
Here are a few things that will hopefully help you out in configuring Dynamics CRM for Outlook.
Setting Your Personal Options
To access Personal Options, click File > CRM > Options.
The following instructions will tell you what settings are available under each tab.
There you go! Several great tips for configuring Microsoft Dynamics CRM for Outlook. If you want even more info, check out some additional blogs on the topic:
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