Key Points

  • Microsoft Dynamics CRM for Outlook provides integration between Outlook and Microsoft Dynamics CRM.

  • Microsoft Dynamics CRM for Outlook is available in two versions: one for online use only, and one with offline access so that you can work while disconnected from the server.

  • Microsoft Dynamics CRM for Outlook performs a bi-directional synchronization of tracked contacts, tasks, and appointments between Outlook and the Microsoft Dynamics CRM server.

  • To create contacts, tasks, and appointments in Outlook that will appear in the Microsoft Dynamics CRM database, simply click the Track In CRM button in the Outlook menu bar.

  • You can create and reply to e-mail messages in Outlook and track those communications to the appropriate Microsoft Dynamics CRM records by clicking the Track In CRM button.

  • Synchronized records follow a unique set of processing rules regarding deletion, depending on their ownership, status, and other variables.

  • Microsoft Dynamics CRM for Outlook with Offline Access allows users to copy data to a local database and work offline.

  • Local data groups define which records are synchronized to your Outlook file. In offline mode, you can configure any record type that you want to access while offline. For online-only use, local data groups define the contacts that are synchronized to your Outlook file.

  • You can create new local data groups or modify existing data groups according to your needs.

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