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what is meant by outlook configuration for ms crm

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Posted on by asha88

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what is meant by outlook configuration for ms crm

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Priyesh 7,396 User Group Leader on at

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RE: what is meant by outlook configuration for ms crm

Hi,

For starters, Outlook can be configured to synchronize Emails, Appointments, Contacts and Tasks with Dynamics CRM under your credentials. There are different ways to achieve this and is a vast topic to cover. On a high level, you can choose what items should be tracked to Dynamics CRM from your Outlook and different scenarios when this should happen.

Here are some posts to get you started -

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/integrate-synchronize-your-email-system

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/choose-records-synchronize-dynamics-365-outlook-exchange

Hope this helps.

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