E-Mail and Microsoft Dynamics CRM
Part of the Microsoft Dynamics CRM 4 For Dummies Cheat Sheet
Using Microsoft Dynamics CRM gives you the ability to use lots of Microsoft tools to help manage your customer relations. One of the most useful tools in the modern workplace is e-mail, so you need to be skilled at creating and reading e-mail, linking e-mail to a specific record, and managing your calendar.
To create an e-mail:
From the menu bar (at the top of the screen), choose New→New Activity→E-Mail or click the Create New E-Mail icon below the menu bar.
Select a recipient of your e-mail as follows:
a. Click the magnifying glass icon to the right of the To field.
b. Highlight the record you want.
c. Click the >> button to move the recipient(s) to the Selected Records pane.
d. Click OK to close the window and return to your e-mail.
Enter a subject.
In the open text box below the Subject field, type your message.
Documentation of e-mail can be essential. To associate, or link, the message to a record, do the following:
a. Click the magnifying glass icon to the right of the Regarding field.
b. Search for and highlight your contact.
c. Click OK to return to the e-mail window.
Add other options as desired.
To send your message, click the Send button (next to Save and Close).
To read your e-mail:
At the bottom of the navigation pane, click the Workplace button.
At the top of the navigation pane, select Activities.
In the Type field, click the arrow to open the drop-down list and select E-Mail.
In the View field, click the arrow to open the drop-down list and make your selection.
To link an e-mail to a record:
From the menu bar (at the top of the screen), choose New→New Activity→E-Mail.
Fill in the appropriate fields (To, Subject, and the like).
To the right of the Regarding field, click the magnifying glass icon.
Click the drop-down arrow to the right of the Look For field and select one of the twelve record types in the list.
Double-click the appropriate record.
To view your calendar:
Click the Workplace button at the bottom of the navigation pane.
At the top of the navigation pane, under My Work, click Calendar.