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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.

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Skill Level Beginner
3h 2m
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