CRM to OUTLOOK

When you plan to use a CRM designed for Outlook have very few options to choose from, this is because the email platform from Microsoft adapts to very few applications that are not associated with the operating system itself, so it is not so simple to operate at this level as other mail platforms. That is why those who plan to use your mailbox as CRM system choose to acquire Dynamics CRM for Outlook.

This application allows access to all functionalities based CRM directly from Outlook. Dynamics CRM for Outlook also provides additional functionality that is not available on the Web client. For example, you can track email, appointments, contacts and tasks from Outlook. When you track record in Dynamics CRM for Outlook, a copy of that recorded “inserted” in CRM and the two records are synchronized.

After track record, you can upgrade to Dynamics CRM for Outlook or CRM. Monitoring provides a good way to keep your information separate from personal information business as only the following information is inserted manually in CRM. Dynamics CRM for Outlook also automatically synchronizes your property records from CRM to Dynamics CRM for Outlook. More information: General information tracking records in CRM for Outlook

Other functions of CRM

We can also apply templates email or attach documentation CRM sales and Knowledge articles. We can also take advantage of the native functionality of Outlook to customize data views CRM. For example, and you can sort, filter, format, group and sort the view in the same way that manages views in Outlook, and can open multiple views immediately. You can also add conditional formatting and establish follow-up.

We can get access to CRM data on the go working in offline mode. Dynamics CRM for Outlook provides offline synchronization filters that can change before disconnecting, so only carry the data you need with you. When you are offline, the changes are stored on the local drive. When you reconnect, automatically Dynamics CRM for Outlook synchronizes data back to the CRM server.

Not content with this, we can create documents and MicrosoftWord mail merge to send form letters or emails to form contacts, accounts, or marketing mailing lists. You can also use mail merge to create faxes and offers.

As deploy the application

The interface of the main application of Microsoft Dynamics CRM for Outlook resides in Outlook. You can access this interface using the shortcut bars Outlook, the Ribbon and folder navigation. Installing Dynamics CRM for Outlook also create a toolbar in Outlook and a folder in the structure of user mailbox mail.

To configure Dynamics CRM for Outlook on a user’s computer, perform the following installation and configuration tasks:

  • Installing Dynamics CRM for Outlook. To complete this task, run the file SetupClient.exe the corresponding folder on the installation media.
  • Set Dynamics CRM for Outlook. To complete this task, run the Dynamics CRM for Outlook Configuration Wizard. You can run the Setup Wizard just after you have completed the installation or later.

How to Install

Meets the requirements Dynamics CRM for Outlook Hardware Requirements specified in Microsoft Dynamics CRM for Outlook and Support Matrices CRM for Outlook. To do this you must first log on to the computer as a local administrator. Here we see some recommendations:

  • Recommended procedure: Make sure that the latest updates of Microsoft Office are installed, including all security updates. To perform the check, visit Microsoft Update.
  • Locate and run the appropriate setup file: To install from the web, go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the architecture of Microsoft Office that He installed.

To install from a DVD, double-click the SetupClient.exe file located in the installation folder for architecture (32-bit or 64-bit) Microsoft Office you have installed:

… \ Client \ amd64 for 64-bit

… \ Client \ i386 for 32-bit

To install from the Web application of Microsoft Dynamics CRM: click Get CRM for Outlook on the message bar. If you see dialog boxes entitled Security Warning, click Run in each of them. Then follow the following steps:

Configuration Wizard of Microsoft Dynamics CRM for Microsoft Office Outlook 2016 starts.

  1. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement and then click Next.
  2. If the Get recommended updates page appears, specify whether to get updates using the Microsoft Update program, and then click Next.
  3. Enable multifactor authentication via OAuth

This last step is important because in the Setup Wizard for Outlook Microsoft Dynamics CRM system administrators can enable multi-factor authentication (MFA) through OAuth 2.0 Framework. OAuth 2.0 authorization is an open framework that allows users to provide access identifiers, rather than credentials, to access data that are hosted by a particular service provider (such as CRM).

Using MFA can help client authentication safer, especially for mobile users. CRM Online and local versions of Microsoft Dynamics CRM 2016 can take advantage of MFA; Microsoft Dynamics CRM 2016 Local requires at least Windows Server 2012 R2. CRM Online uses OAuth automatically.

If you have upgraded to the authentication server to use OAuth before installing Dynamics CRM 2016 for Outlook, Outlook Dynamics CRM 2016 to check and automatically use OAuth for AMF. Users will see the login form OAuth the first time using Dynamics CRM 2016 for Outlook.

If you upgrade the server to use OAuth authentication after implementing Dynamics CRM 2016 for Outlook, you have two options to configure Dynamics CRM for Outlook 2016 to use OAuth.