Many people use the email system of Microsoft in many ways. And the truth is that emails management service has proven to be competent in many areas. For example in one embodiment of intense use this service can be used as communications management center, scheduling appointments and contacts, contact information of customers, suppliers and staff.
While this is what is expected of any electronic mail messages few times so effectively is in the same place. That is why for years the Hotmail platform now called Outlook is one of the methods of managing communications and relationships with our customers. That’s right, this simple platform has become a basic CRM that can be enhanced with other applications.
But what would they be? In this article we will discuss one of the most basic applications you have available the same platform Microsoft in order to use 100% our mail system Outlook as a CRM management system. This application is Microsoft Dynamics CRM 2013. This application has an advantage not available to other online CRM products can operate even without internet connection.
Since CRM often work gathering all your data in the cloud being out of internet often generates conflicts. However Microsoft Dynamics CRM not only provides access to CRM data available to us to keep them in its database. In addition, it automatically synchronizes with Outlook and processes information quickly to access the Internet so that our database will always be updated.
Potential conflicts with CRM Outlook 2013
But all is not easy in the installation and implementation of this solution CRM Outlook 2013. Before making any changes or implement the installation must first confirm that no previous version of this system is installed or running. Failure to do so could create a conflict between the two programs. Have a previous version installed is recommended to continue working with it rather than uninstall it and install version for Outlook 2013.
Now if your home is CRM version 2013 or work with some kind of solution can be done online without any problem implementing Microsoft Dynamics CRM. This is possible because the implementation of this system CRM for Outlook 2013 synchronizes the data collected in the databases of other solutions as they are of the same version and year. In which case it is not possible to implement this solution, the recommendation is to follow the steps prompted by a trained technician to be able to upgrade.
Starting the installation or upgrade process
Once it confirmed what we will be implementing Microsoft Dynamics CRM 2013 as our CRM system to Outlook must review the prerequisites for installation. The first is the login local account manager mode. As mentioned this CRM solution allows access to CRM databases even offline. This is possible because the operating system Microsoft, Windows, allows access to the main user preferences.
In view of this we must be logged on as that user so that our preferences and online data bases and local automatically configured. It is essential that you log in as administrator mode this installation also require account access, modification and income data to other systems, which can only be performed from the administrator account without conflict with the user’s permissions.
But although this is the first step you should take started the installation process you can run only after confirming that has the right equipment for such work. All CRM systems are programs and other programs have some performance requirements and available space. That’s why we must verify that no waste time initiating a process that will stop later for not having the installation requirements and network hardware.
Software updates and downloads
Once confirmed prerequisites and initiate the login process to install Microsoft Dynamics CRM must take another break. The purpose of this is to review all of our operating system updates are installed. These updates must confirm the security service of Microsoft Update and the Microsoft Office package. This can be verified in the Updates section, or Microsoft Update.
Once this process we can proceed with the installation. The next step is to perform all customizations we want for our system CRM Outlook 2013. This is essential because what then install and what other users will be installed according to the customization we do. Originally the process is recommended to work in offline mode to optimize performance. We can also set the record types and views required for offline mode.
Finally we can set restriction levels of folders and data exchange work to start downloading the software. The same can be done from a CRM platform on which to perform the request of a CRM system for Outlook and Microsoft Dynamics CRM forward to. Then we proceed to click on run security windows emerge. Finally start the download from the web site that provides download links of the solution.
If the working mode you want to use is completely offline can also install from a CD or DVD containing the program. Finally we must reconfigure the Outlook account after completing the installation and thus automatic access will be configured at each logon.