Viewing Detailed Contact Information from Outlook (Classic Outlook Integration)

Any contact in Outlook, who has been synchronized with CRM maintains a link to all the detailed customer interaction history in CRM.

To access detailed contact information from Outlook:

1. Select the Contacts icon in Outlook.
2. Highlight the contact you want to view detailed information on.
3. Select the View Contact button from the Outlook toolbar.

The Person Summary tab of the selected contact is displayed.

Go to Classic Outlook Integration home page...

See Also:

Downloading the Outlook Plug-in for Classic Outlook Integration

Using CRM from within Outlook (Classic Outlook Integration)

Adding Contacts: CRM to Outlook (Classic Outlook Integration)

Adding Contacts: Outlook to CRM (Classic Outlook Integration)

Synchronizing Appointments and Tasks (Classic Outlook Integration)

Reviewing Synchronization Conflicts (Classic Outlook Integration)

Filing E-mails from Outlook to CRM (Classic Outlook Integration)

Reinstalling the Outlook Plug-in for Classic Outlook Integration

Uninstalling the Outlook Plug-in for Classic Outlook Integration