Filtering and Searching for Records ............................................................29
Filtering records ...................................................................................29
Searching with the magnifying glass icon .........................................30
Searching with the Form Assistant ....................................................33
Searching with the Advanced Find Feature ......................................33
Chapter 3: Using Microsoft CRM Online and Offline . . . . . . . . . . . . . .37
Functionality...................................................................................................38
The Outlook Client.........................................................................................38
Using Microsoft CRM functions..........................................................39
Outlook client mail merge ...................................................................40
Outlook client e-mail............................................................................41
Synchronization Settings...............................................................................43
Synchronizing the Outlook client with your server.........................44
Setting data group (sync) filters.........................................................44
The “last one in” rule ...........................................................................47
Setting Up the Outlook Client Workplace ...................................................48
Part II: Setting the Settings .........................................49
Chapter 4: Personalizing Your System . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Tailoring the System to Suit Your Needs.....................................................51
General tab............................................................................................52
Workplace tab.......................................................................................54
Activities tab.........................................................................................55
E-mail Templates tab............................................................................56
Your User Profile ............................................................................................58
Information............................................................................................59
Teams.....................................................................................................60
Roles.......................................................................................................60
Quotas....................................................................................................60
Work hours............................................................................................60
Chapter 5: Understanding Security and Access Rights . . . . . . . . . . . .63
Security Overview..........................................................................................64
User Privileges................................................................................................64
Access Levels..................................................................................................64
Defining Roles.................................................................................................65
Assigning Roles ..............................................................................................67
Sharing Information with Others on Your Team ........................................67
Defining a team .....................................................................................68
Sharing and assigning ..........................................................................68
Unsharing ..............................................................................................68
Sharing and Not Sharing Data ......................................................................68
Sharing records.....................................................................................69
Unsharing records................................................................................71
Streamlining the assignment of permissions....................................72
Microsoft CRM 3 For Dummies
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