Relayr partnered with HCL-PowerObjects to implement Microsoft Dynamics 365 Finance - and it was delivered 100% remotely. Watch this solution story video to learn more!
There are a number of configurations that can be made to enhance a user's experience using Dynamics CRM within Outlook. (If you still need to install the Outlook Client, you can refer to our blog How to Install Dynamics CRM for Outlook.)
Here are a few things that will hopefully help you out in configuring Dynamics CRM for Outlook.
Setting Your Personal Options
To access Personal Options, click File > CRM > Options.
The following instructions will tell you what settings are available under each tab.
There you go! Several great tips for configuring Microsoft Dynamics CRM for Outlook. If you want even more info, check out some additional blogs on the topic: