Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the MS CRM option from the drop down menu and click OK:

For more information on MS CRM integration, please see:

•Setting up the MS CRM Integration

•MS CRM Setup

•DataLink Setup

•Searching for a Contact in MS CRM

•Writing Information Back to MS CRM

•F2 Lookup Features

•Including Additional Contact-Manager Fields when Printing