Skip navigation

Create CRM records from Outlook

Create CRM records from Outlook: Microsoft Dynamics CRM Essential Training
Create CRM records from Outlook: Microsoft Dynamics CRM Essential Training

There are two primary integrations between Outlook and Dynamics CRM: Dynamics CRM for Outlook and Dynamics CRM App for Outlook. This movie demonstrates tracking an Outlook email with Dynamics CRM, including creating a new contact and new account for Dynamics CRM from Outlook. After synchronization, the tracked activity can be converted to an opportunity (or case) from Outlook or in Dynamics CRM.

Resume Transcript Auto-Scroll
Skill Level Beginner
3h 2m
Duration
156,685
Views
Show More Show Less

Continue Assessment

You started this assessment previously and didn't complete it. You can pick up where you left off, or start over.

Start My Free Month

Start your free month on LinkedIn Learning, which now features 100% of Lynda.com courses. Develop in-demand skills with access to thousands of expert-led courses on business, tech and creative topics.

Start My Free Month

You are now leaving Lynda.com and will be automatically redirected to LinkedIn Learning to start your free trial.