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Using Microsoft Outlook to Send E-mails

You can merge customer details with the e-mail functionality in CRM and then send the e-mail using Outlook.

To send the e-mail using Outlook:

Find the person you want to send the e-mail to.
Click on the hyperlink of the person’s e-mail address. The E-mail input form is displayed.
Instead of selecting the Send button, click the Send Using Outlook button. An Outlook window is displayed, containing the To address of the selected person.
Type the body of the e-mail.
Select the Send button in the Outlook window. The e-mail is sent by Outlook, and it is also saved with the communication record against the person or company it was sent to.

Note: Any attachments to the CRM e-mail will be attached automatically to the Outlook e-mail.