We’ve previously introduced the basics of Microsoft Dynamics CRM for Outlook, a free add-in that enables you to take advantage of what you already know about Outlook to make it easier to learn and work with Dynamics CRM. We’ve talked about tracking Microsoft Dynamics CRM activities in CRM for Outlook, using CRM for Outlook when you are not connected to the internet, and the security settings that control a user’s access to CRM for Outlook. Today we’ll look at the many ways you can get Help for CRM for Outlook so that you can get the most out of the application.
You can of course access Help by clicking the Help button on the CRM for Outlook ribbon, but in addition, contextualized Help for a specific dialog box, window, or error message is always a click away. You can access this contextualized Help by clicking:
- The question mark button in the upper right corner of a dialog box.
- Links in dialog boxes (as shown below).
- Links or Help buttons in error messages.
You can access more in-depth Help in the CRM for Outlook User’s Guide. This site has short tutorial videos, and covers in detail topics such as the following:
- Setup and configuration
- Tracking records
- Synchronizing data
- Working Offline
- Setting personal options
And if all that isn’t enough, you can access all kinds of help for Microsoft Dynamics CRM in general at the Microsoft Dynamics CRM Help & Training website. Here you’ll find plenty of Helpful content, including task-based Help, videos, ebooks, quick reference cards, walkthroughs, and customizable training content.