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Synchronizing with Microsoft Outlook
3–14 Sage CRM
Synchronizing with Microsoft Outlook
You can synchronize Microsoft Outlook appointments, tasks, and contact
information with CRM appointments, tasks, and contact information using your
mobile device.
To do this:
1. Ensure that synchronization capabilities are set up between your desktop
and PDA. (Refer to the documentation accompanying your PDA for details
on how to synchronize with your desktop.)
2. Synchronize Pocket Outlook with your desktop version of Outlook to ensure
that you are working with the most up-to-date contacts and appointments
from your PDA.
3. Make changes to contacts, tasks, and appointments from your PDA in Pocket
Outlook.
4. Synchronize Pocket Outlook with your desktop version of Outlook.
5. From CRM, synchronize Outlook on your desktop with your CRM contacts,
tasks, and appointments.
Please refer to the "Working with MS Outlook" in the User Guide for more
information on synchronizing CRM with Outlook.
Now you can…
List example mobile devices.
Log on and off.
Explain basic screen elements.
Search for information.
Add customer information.
Manage your calendar.
Manage leads, opportunities, and cases.
View reports.
Select a Dashboard for your mobile device.
Synchronize with Microsoft Outlook.