You can also insert documents of various types into the system and link them with Projects, Companies or other items to which the Document is really related. Messages are automatically linked with persons, Contacts or Companies, with automatic tracking of incoming and outgoing Emails. You can ensure that records of the electronic communication are archived in the system and will be stored even if the user deletes it from his or her mailbox or even leaves your company. Administration of Emails, Documents and JournalsĮmails, which have been received through Microsoft Outlook can be saved to the e-Way-CRM system. There is also the possibility to define the workflow for individual Projects and ensure that all employees follow your work procedure.įor efficient control purposes you can assign intern employees to a Project or Deal and oversee how costs are developing during the Project/Contact person by person. Such information could be in the form of emails, phone calls, documents or the project diary ( Journal). Projects and Deals modules enable you to control the complete agenda for overseeing the life cycle of a contract, its productivity and associated information comprising its dispositions and development simultaneously. eWay-CRM enables a much wider overview of your relationships with customers. In e-Way-CRM, you have a possibility to save not only Contacts and Companies, but also Projects and business opportunities ( Deals), in addition you can make connections (relations) between them and your contacts. Project Management and Opportunity Tracking The Contacts module is different from the pre-installed Contacts module in Microsoft Outlook, but eWay-CRM is fully compatible with it and there is an option of two-way synchronization of items. Categorization of items enables you to arrange a marketing campaign directed at a particular group of customers via a proposal, Bulk Mail or Print Labels and Envelopes. The eWay-CRM system allows automatic tracking of an email communication with a Company or Contact. The Outlook Filters rule for Contacts specifies that the status of the Contact must be Active, therefore disabled Contact records will no longer show up in the Outlook Address Book.Basic Functions eWay-CRM Evidence of Companies and ContactsĬompanies and Contacts modules comfortably enables you to register all your business contacts, whether the contact is a company, individual or an employee of a particular company. If it is necessary to filter out disabled Contact records, you can change the Contact Address Book setting from "Match all contacts in Microsoft Dynamics CRM" to "Match only against contacts synchronized to Microsoft Dynamics CRM." This will remove the - Contacts entry from the Outlook Address Book, and rely on the CRM Contacts records that have synchronized to the Outlook Contacts. The redesign removed the functionality to filter out disabled Contact records from the Address Book list. The Microsoft Dynamics CRM Outlook Client synchronization architecture was redesigned starting with Microsoft Dynamics CRM 2011 to improve synchronization performance. If you were using the same Address Book settings in Microsoft Dynamics CRM 4.0, the Address Book would filter out disabled Contact records in the list. This behavior has changed from the observed behavior in Microsoft Dynamics CRM 4.0. You will find the disabled CRM Contact record populated in the Address Book for your organizational Contacts. Choose the - Contacts address book under the Outlook Address Book list. Select the Address Book icon from the Outlook toolbar.ĩ. Open the Microsoft Dynamics CRM for Outlook client.Ĩ. Disable/Deactivate the contact record after you have saved it.ħ. Populate the required fields and the E-mail Address.Ħ. Open the CRM Web client and create a new contact record. Under Contacts select "Match all contacts in Microsoft Dynamics CRM"ĥ. Open the Personal Options for CRM and select the Address Book tab.ģ. Launch the Microsoft Dynamics CRM for Outlook Client for an active user.Ģ. Less SymptomsĬonsider the following scenario: After you have upgraded from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, or if you are running Microsoft Dynamics CRM 2011 and higher:ġ. ![]() Microsoft Dynamics CRM 2011 Dynamics CRM 2013 Dynamics CRM 2015 More.
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