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Classic Outlook integration

• Downloading the Outlook plug-in for Classic Outlook integration
• Setting up Exchange to work with Office 365
• Using CRM from within Outlook
• Synchronizing contacts
• Adding contacts: CRM to Outlook
• Adding Contacts: Outlook to CRM
• Changing and deleting contacts
• View contact information from Outlook
• Synchronizing appointments and tasks
• Reviewing synchronization conflicts
• Reviewing skipped items
• Attaching shared documents to Outlook emails
• Filing emails from Outlook to CRM
• Reinstalling the Outlook plug-in for Classic Outlook integration
• Uninstalling the Outlook plug-in for Classic Outlook integration

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