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author's profile photo Former Member
Former Member

Outlook Integration

Dear all,

Can any body tell me how much time will take to do configuration of Outlook and CRM integration???

if possible please tell me the steps ..............and what components i need to install for this integration??

Thanks & Regards,

Raj

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    author's profile photo Former Member
    Former Member
    Posted on Mar 24, 2009 at 06:39 AM

    Hello Raj,

    There are two ways in integrating your CRM server to MS Outlook

    One is through Server Based groupware integration and the other is through client based groupware integration. The Server based integration takes a long time and requires few Installations in the CRM Server.

    Client Based Integration can be done easily, Follow the steps mentioned below

    - Log on the CRM Web UI

    - Go to the Personalize settings in the Web UI, and Click on the Installation of Groupware Integration software.

    - A setup is installed on the local harddrive, u actually need to sun the set up

    - maintain the parameters like ur server name etc... in Edit groupware Integration settings

    You can synchronize your tasks, appointments and contacts from ur CRM Server to MS Outlook.

    Regards,

    Rahul

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