Once MS CRM Outlook Client is installed successfully, you can see the CRM menu item appears in the top menu. If the Dynamics CRM connection is not configured, first you need to configure it using select CRM and Microsoft Dynamics for Outlook, as per the image,
![Setup - CRM Outlook Client - Using The CRM Outlook Client]()
You can find these items in the CRM area,
- Track/Untrack
- Set Regarding
- Convert To
- Add Connection
- View in CRM
CRM Client Outlook ribbon looks like,
Tracking Emails
Tracking email in CRM is a common feature which you mostly do when you receive emails related to CRM. You can track email either by clicking Track, or the Set Regarding button on the Outlook ribbon.
Once you click on track email, you need to set “Set Regarding”. Once email is tracked you can set Regarding to associated email to a CRM record.
Once the email is tracked you can see that the “Convert To”, “Add Connection”, and “View In CRM” buttons will be visible in the ribbon.
Set Regarding
Set regarding is used to associate email to a record in CRM with contact or account. In case contact or account is not available you can create a new one by clicking on the “Convert To” button.
Convert To
Convert to button is used to convert email as a CRM record. It’s only visible in a case when emails are tracked. Tracked email can be converted in opportunity, lead, and case.
Add connection
An email can be associated with a record in CRM using regarding field, but if the requirement is to relate with more than one record in CRM it can be done using “Add Connection” button. It has two features,
If you select add to me it will associate record with current user. If you select add to another it will open dialog box to relate other records from CRM.
View in CRM
View in CRM button is used to display emails to associated records in CRM. So you can open the record directly and check other details then manually log in to the CRM and find the record.