Microsoft Dynamics CRM (customer relationship management) offers outstanding tools for law practices. This presentation outlines the Outlook integration features. In one click you can track Outlook email, contacts and appointments.

1. 1
LISTEN
KNOW
UNDERSTAND
CONNECT
Microsoft Dynamics CRM – Outlook Integration
Client Management for Law Practices

2. 2
Tracking an Email in Outlook – 2 (or 3) Step Process
1. Create your
email as you
normally
would.
2. Click the
“Track”
button.

3. 3
Alternate Step 2 and 3
If you want to
track an email to
a specific item
(such as a Matter,
a Client or an
Opportunity):
2. Click “Set
Regarding”
3. Choose the
record to link
the email to.

4. 4
Viewing a Tracked Email
Tracked emails, and
attachments, are automatically
created in CRM.
You can easily navigate to CRM
records with just one click from
Outlook.
This link opens the Matter, Case
or Opportunity.
These links open the record for
each contact in the email.

5. 5
The Same Options are Available for Appointments
Click “Track”
This link opens the
Matter, Case or
Opportunity.
These links open the
record for each contact
in the appointment.
One click to have your
meeting dossier ready
to go!

6. 6
You Can Also Sync Outlook Contacts
One click to push
contacts into CRM.
Contacts stay in sync no
matter where they are
updated.
These contacts are in
Outlook only (personal
contacts).
These contacts are
synced with CRM.

7. 7
Email Templates Can Also be Used
When tracking an
outgoing email, you can
click “Insert Template”
and select any template
that was created in
CRM.
Templates can be edited
before they are sent.
This is a big time saver
for standardized
communications.

8. 8
More Features
 There are more features available through the Outlook to
CRM integration.
 This PowerPoint presentation covered only the most
frequently used items.

9. THANK YOU!
F O R Y O U R T I M E
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LUCK@C5insight.com
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