Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Dynamics CRM activity is created. In Microsoft Dynamics CRM, you can use the Pending E-mail view to unsentmessages. When you are working offline,Microsoft Dynamics CRM e-mail messages that you send are saved to yourOutlook offline queue, and when you go online, Microsoft Dynamics CRM automatically tries to send them and createthe activities. If an e-mail message cannot be sent, it is saved in Microsoft Dynamics CRM as a draft activity, but doesnot appear in your Drafts folder in Outlook.More information: Working OfflineUsing the Microsoft Dynamics CRM Address BookYou can use the Microsoft Dynamics CRM address book to select records from Microsoft Dynamics CRM in Outlook. Theaddress book includes accounts, contacts, facilities/equipment, leads, queues, and users. You can access the MicrosoftDynamics CRM address book from the same menu as your other Outlook address books and use it in the same way.The address book is also used to reconcile e-mail recipients in incoming messages to Microsoft Dynamics CRM contactsand link them automatically. How the contacts are matched is set in your personal options.More information: Set Personal OptionsWorking with Records and Activities in Microsoft Dynamics CRM for OutlookWith Microsoft Dynamics CRM for Microsoft Office Outlook, you can work in all areas of Microsoft Dynamics CRM forwhich you have privileges.Creating New Records and ActivitiesThere are a number of places to create new records and activities using Microsoft Dynamics CRM for Outlook :Outlook toolbar buttons and menusYou can create new contacts, tasks, appointments, and e-mail messages that use the familiarOutlook forms. You can track a record or activity in Microsoft Dynamics CRM. You can designateOutlook tasks as Microsoft Dynamics CRM phone calls, faxes, or letters. Records that you track arelinked and updates to the records in Outlook are propagated in Microsoft Dynamics CRM and viceversa. You can set personal options to always use Microsoft Dynamics CRM or Outlook forms.After you save your e-mail message as a Microsoft Dynamics CRM e-mail activity, the savedmessage can be accessed by anyone who has access to your activities in Microsoft Dynamics CRM.More information: Set Personal OptionsMicrosoft Dynamics CRM toolbarYou can create new activities and records; search for records; and link Outlook e-mails messages,tasks, appointments, and contacts to Microsoft Dynamics CRM records. You can also open MicrosoftDynamics CRM Help from this toolbar. If you are using Microsoft Dynamics CRM for Outlook withOffline Access, you can go online and offline.CRM menuYou can create new activities and records, open the Microsoft Dynamics CRM activity areas, andsearch for records with Advanced Find. You can also open Advanced Find and Microsoft DynamicsCRM Help from this menu.If you are working in Microsoft Dynamics CRM for Outlook with Offline Access, you can take dataoffline. From this menu, you can define what data is taken offline, initiate synchronization, and goonline or go offline.Microsoft Dynamics CRM foldersYou can use the Microsoft Dynamics CRM folders access Microsoft Dynamics CRM records andMicrosoft Dynamics CRM that use the Microsoft Dynamics CRM activity forms. If you create records408 Microsoft Dynamics CRM 4.0 User’s Guide