Datasheet

Chapter 2: Using the Outlook Client — Or Not . . . . . . . . . . . . . . . . . . . .21
The Microsoft CRM Online Outlook Client .................................................22
The Microsoft CRM Offline Outlook Client .................................................25
The Microsoft CRM Web Client ....................................................................26
What’s New in Microsoft CRM 4 Outlook Client.........................................26
Chapter 3: Navigating the Microsoft CRM System . . . . . . . . . . . . . . . .29
Whirlwind Tour of the Screen.......................................................................29
Navigation pane....................................................................................30
Status bar ..............................................................................................31
Window..................................................................................................31
First Things First — Signing On....................................................................33
The Workplace Is Your Starting Point..........................................................34
Navigating at the application level.....................................................34
Navigating at the record level.............................................................35
Your first navigation lessons...............................................................36
Filtering and Searching for Records ............................................................38
Filtering records ...................................................................................39
Searching with the magnifying glass icon .........................................40
Searching with the Form Assistant ....................................................40
Searching with the Advanced Find feature .......................................41
Using the Resource Center ...........................................................................44
Part II: Setting Things Up ............................................45
Chapter 4: Personalizing Your System . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Tailoring the System to Suit Your Needs.....................................................47
General tab: Customizing a variety of user preferences .................48
Workplace tab: Simplifying your navigation pane............................51
Activities tab: Displaying appointments and
setting your work hours ..................................................................52
Formats tab: Adapting CRM to your part of the world....................53
E-mail Templates tab: Speed the process of handling e-mails........54
E-mail tab: Routing your CRM messages...........................................55
Privacy tab: Indicating when to report errors to Microsoft............56
Language tab: Choosing the language you see onscreen................57
Establishing Your User Profile......................................................................57
Providing general information about yourself .................................59
Joining teams to share records ..........................................................60
Viewing security roles..........................................................................60
Announcing which hours you’ll be working .....................................60
Monitoring workflows..........................................................................61
Microsoft Dynamics CRM 4 For Dummies
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