Hello,

I haven't seen a whole lot of great documentation on this - so if someone
knows where some exists then please tell me - but I'm curious as to how
featured the Outlook/CRM integration is? I see there is an addin for Outlook
that gets installed, but it looks to me like it's nothing more than a
synchronization tool between Outlook and the SQL Server - am I right? It
looks like it syncs Contacts, Emails, Calendar dates, etc.

I've looked through the SDK documentation and I've browsed a couple posts,
but none really say outright in exactly what way does Outlook and CRM
integrate (at least that I can see).

So - I guess my first question is whether the limitation of the integration
is really synchronization, and my second question is that if there is more -
what is it?

Thanks,
Ben

Ben

While sales for outlook does sync information as you said its real benefit
is that it gives you almost the same interface as if you were running CRM in
a web browser. The idea is you can take your information on the road with
you and still access it through the same CRM interface you see on the web
clients


"Ben Rush" <kwendex@yahoo.com> wrote in message
news:OO6#0iJUDHA.1624@TK2MSFTNGP11.phx.gbl...

I have found numerous frustrating bugs in the Sales for Outlook. For
example, our sales people are unable to enter more than 1 Activity for
Opportunities (actually, they can enter numerous, but only 1 shows up) in
Outlook, but they can do it in the web interface. The behvior is different
between the web and outlook, which is frustratingn for sales people.

"John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
news:OJHfRsJUDHA.1556@TK2MSFTNGP10.phx.gbl...

We're debating on whether we want to use sales for Outlook? Are people
finding that the benefits of having "offline" browsing outweigh the costs of
application speed and "frustrating bugs"?

Our sales people seem to want to have emails they send in Outlook to show up
in CRM and vice versa - and the same with appointments and the like. Does it
sound like this is the tool for us then?

Thanks in advance,
Ben


"Ali Ersheid" <ali@alumni.cse.ucsc.edu> wrote in message
news:OrMy%234JUDHA.2460@TK2MSFTNGP10.phx.gbl...

Have you take a look at the latest Sales for Outlook
Release (June 2003), the CD include more documentations...

Frank
Workopia, Inc.
www.workopia.com

We are using Sales for Outlook for production - it works
fine. Use the June 2003 release.

Frank
Workopia, Inc.
www.workopia.com