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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CRM for Outlook Tips & Tricks’

Synching Phonecall Phone Numbers to Outlook in Microsoft Dynamics CRM

If you schedule phone calls in Microsoft Dynamics CRM, you will notice that they synchronize to Microsoft Outlook as tasks.  This is great, as you will see them from Outlook, and they will remind you when they are due. However, you may notice that the phone call task does not include the phone number for […]

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Optimize Address Book Performance in Microsoft Dynamics CRM 2011 for Outlook

One sometimes overlooked part of the CRM for Outlook integration is the address book integration—the functionality that allows you to search for CRM contacts from the “To” field of your email, or to find a CRM contact’s email or phone number from the “Find Contacts” box in Outlook. Some users confuse the address book integration […]

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