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

3. Save Outlook tasks as Microsoft Dynamics CRM tasksOn the Microsoft Dynamics CRM toolbar, click Track in CRM.In the Outlook tasks folder, the icons beside the records change to the Tracked in CRMicon. Tasks appear as activities in the Activities area of Microsoft Dynamics CRM.4. Save Outlook tasks as Microsoft Dynamics CRM phone calls, faxes, or lettersIn the Outlook tasks folder, select up to 20 tasks.On the Microsoft Dynamics CRM toolbar, point to Track in CRM, and then click the type ofMicrosoft Dynamics CRM activity you want to create.In the Outlook tasks folder, the icons beside the records change to the Tracked in CRMicon . New tasks appear as the selected activities in the Activities area in MicrosoftDynamics CRM.5. You can add information to the new Microsoft Dynamics CRM Activity form, open the Outlook item,and then on the Microsoft Dynamics CRM toolbar, click View in CRM. The record opens.You cannot edit an activity after it has been closed in Microsoft Dynamics CRM, except for sent e-mail messages, which you can update with information about which record the e-mail messagerelates to.6. Do one of the following to locate and select a parent record to link to this record:In Microsoft Office Outlook 2003, click Regarding.In Microsoft Office Outlook 2007, click Set Parent or Set Regarding.TipClick Regarding, Set Regarding, or Set Parent first, and Track in CRM is automatically activated.NotesIn Microsoft Office Outlook 2007, you can remove the link and delete the corresponding record inMicrosoft Dynamics CRM. Click Track in CRM, and then in the confirmation message, click Yes.Duplicate detection identifies duplicate records when a record is tracked. Duplicate detection mayoccur when you synchronize or go back online.Resolve potential duplicate records.1. If the system detects that your record might be a potential duplicate, instead of saving therecord, you'll see the Duplicates Detected dialog box.2. To open a record to make sure it is a potential duplicate, in the Potential duplicate recordslist, double-click the record.If the duplicate-detection rule identified potential duplicate records in other recordtypes, review records from each record type listed.3. If your new or updated record is not a duplicate, to create the new record, click Save Record.– OR –NotesIf your new or updated record is a duplicate, to cancel your changes, click Cancel.If you enter a duplicate record within a few minutes of entering the first record, MicrosoftMicrosoft Dynamics CRM 4.0 User’s Guide 413