I'm being told by our IT department that we cannot sync Outlook to our CRM software. Can anyone provide me a step by step instructions on how to do this?
Also, I'm struggling with converting a "Lead" to "Opportunity" . Again, is there a step by step instructions on how to do this?
Thank you in advanced for your help!
*This post is locked for comments
Hi,
I think you want to use the outlook-app. Then you need to configure the server side sync between CRM and Outlook.
Here is the description depending on your case: technet.microsoft.com/.../dn531109.aspx
Hi,
here is a step by step instruction for the Outlook Addon
www.microsoft.com/.../set-up-dynamics-365-for-outlook.aspx
Regards
Léon
Hi,
First you would have to download and install the MS CRM Outlook Plugin. Can you let me know version of MS CRM you are using, so I can send the relevant download link ?
Basically after installing the plugin choose the email you want to convert and click on "Track" button (these button will be showed in outlook after the installation). Then click on "Convert To" and do the appropriate conversion.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (