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1. USING OUTLOOK AS A CRM HOW TO
2. USING OUTLOOK AS A CRM UPDATE
3. USING OUTLOOK AS A CRM ARCHIVE
4. USING OUTLOOK AS A CRM FULL
5. USING OUTLOOK AS A CRM SOFTWARE

The best option is to purchase a CRM software that integrates with Outlook that way you have all the additional functionality but can keep using Outlook, an already familiar system. Overall, Outlook is a great tool if you want to perform basic tasks but I would not recommend Outlook as the complete CRM and contact management solution for any professional business or individual user. The best option is to purchase a CRM software that has all sharing and collaboration built right into it and that way it does not require any exchange server implementation. With Outlook a company can set up an exchange server and begin sharing contacts and calendars but this is usually very expensive and requires an IT person to properly set up. Outlook also does not include an easy solution for SMB’s that need sharing and collaboration. This means your emails will automatically be linked to a contact as long as the contact has been added to the database. However, there are CRM solutions on the market that can provide auto email linking. This is useful but if you need to do it 100 times in a day this can of course be a huge waste of time. Many business users of Outlook tend to create email folders and then manually drag and drop each email to the specific folder. Outlook is great if you need to just manage a small number of emails in your inbox but most people today have multiple email accounts and receive hundreds of emails every day.

With this users can edit documents without having to save multiple copies of that document and still see all the previous versions.

USING OUTLOOK AS A CRM FULL

Some more feature rich CRM systems take it even a step further and provide a full blown document management system with check-in/check-out and versioning control. Almost all users require the functionality of associating documents to a contact so they can access files, pics or pdfs that are related to the contact.

USING OUTLOOK AS A CRM ARCHIVE

As a result businesses today will simply use Outlook as the front end contact management software solution but require an additional CRM package on top that can fully integrate with Outlook and provide features like document management, complete email management and full sharing and collaboration without the need of a complex exchange server.Ī basic but key feature Outlook does not have is the ability to archive documents let alone link documents to a contact. However, there are many limitations to Outlook that most businesses cannot overcome. This is useful if you want to manage basic contact management information, calendar events and emails. By default, the folder is C:Program FilesMicrosoft Dynamics CRM.

USING OUTLOOK AS A CRM HOW TO

This is just the beginning as to how Outlook and Dynamics CRM interact but these rules are very important when deciding how to add contacts to CRM.Many individuals and businesses are using Outlook as their personal information manager. The Configuration Wizard file is named .ConfigWizard.exe and is located in the ClientConfigWizard folder where Dynamics 365 for Outlook is installed. Changes in CRM will affect the Outlook contact as well.

USING OUTLOOK AS A CRM UPDATE

If I delete a contact in CRM, is it deleted in Outlook? What about editing a CRM contact, does it change my Outlook contact? ** All of the following assumes using the default Outlook Filters**Įditing in CRM – An edit made to a CRM contact will update the Outlook contact the next time CRM and Outlook sync.Įditing in Outlook – An edit made to an Outlook contact will update the CRM contact immediately.ĭeleting an owned contact in CRM – Deleting a contact I own in CRM, which has synced to Outlook, will remain in my Outlook.ĭeleting an Outlook contact – Deleting a contact from Outlook that has been tracked to CRM, will remain in CRM but will not sync back to Outlook.Īssigning a contact created in CRM to another user – Assigning a contact created in CRM and that synced to Outlook will remove that contact from Outlook.Īssigning a contact created in Outlook to another user – Assigning a contact created in Outlook that was tracked in CRM, will remain in Outlook and changes made in Outlook will change the CRM contact. It is important for every Microsoft Dynamics CRM user within an organization to understand how CRM and Outlook contacts interact.