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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.
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See Also:
Using CRM from within Outlook (Classic Outlook Integration)
Sending an E-mail
E-mail Shortcut Keys
Handling Inbound E-mails
Replying to an E-mail
Converting E-mails
Filing Inbound and Outbound E-mails