Outlook Client - Synchronization
The synchronization progress window does a great job of summarizing all of the new features of the Dynamics CRM 4.0 client for Office Outlook. In case the CRM synchronization window below isn’t appearing on your browser, it has the following list of items that it is synchronizing.
- Contacts
- Tasks
- Phone Calls (as Tasks)
- Letters (as Tasks)
- Faxes (as Tasks)
- Appointments
- Service Activities (as Appointments)
- Newly Received Incoming E-mail
- E-mail in CRM (the CRM database) That is Pending - Waiting to be Sent
- The Outlook Address Book
The synchronization tab allows you to select which types of activities that you want to track in CRM including all of those named above. It also answers the request by many users to have the company information populated from the CRM contact record. Those of you who have used CRM 3.0 know that the Company Name field was blank in any contact the synchronized from CRM to Outlook. In CRM 4.0 you have the option to allow this field to be populated from CRM.
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