[CRM] CRM Outlook Client

When you install Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook, Outlook becomes your CRM Dynamics desktop application, so you can manage any information of CRM from Outlook online or OFFLINE (SQL Express will be required). It’s very useful for sales agents, since they will be able to view and edit CRM information even when they don’t have internet/intranet connection.

In addition, any of your previous and current Outlook information can be tracked to CRM, so that all your customers/contacts/appointments data will be connected and well-organized. In the next table, you can see the mapping between Outlook entities and Dynamics CRM entities:

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Posted on September 30, 2009, in CRM. Bookmark the permalink. Leave a comment.

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