[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:

About Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

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

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