Dynamics CRM 2015 essentially comes in three different user interfaces: the CRM web, the Outlook Client and the CRM mobile app. The user’s experience is highly dependent on how they choose to access their CRM data. At AKA, we spend a lot of time considering how to best configure the user experience within these different […]
continue reading...Posts Tagged ‘outlook’
Microsoft CRM Outlook Client Will Not Connect After Upgrade to CRM 2015 Online
Your upgrade was completed by Microsoft and now your users cannot connect to Microsoft CRM 2015 with their Outlook Client. When configuring the client, you receive a generic error stating "There is a problem communicating with Microsoft Dynamics CRM server". Fortunately, the error also includes a "Help me resolve this issue" link. Help […]
continue reading...5 Productivity Tips for CRM Outlook Users
The following insights uncover some of the hidden functional gems that will help you work more quickly and effectively as a CRM Outlook user. The best part? They're useful whether you’re in Sales, Marketing, or Customer Service. 1. Set Up Your CRM Address Book 2. Access CRM records via Folders 3. […]
continue reading...
