The Microsoft CRM for Outlook add-in allows users to access Microsoft CRM functionality directly from Outlook’s familiar interface. Microsoft have produced a free eBook which talks you through the features.
The book describes everything you need you need to get started including working with tasks, emails, appointments and more. It also discusses how to take CRM data offline.
With the CRM for Outlook add-in, you can take advantage of all that CRM has to offer directly from the familiar Microsoft Outlook interface. And now there’s an eBook that walks you through the steps of using CRM for Outlook.