![]() ![]() On the Left side of the page there will be a long list of clickable options under “Personal Setup” Tab such as below: Step 4: After clicking on “Setup” a new page will open up. ![]() Step 3: Go to your Home page -> Personal Information (Your Name and its drop down list) -> Setup Step 2: Log in to your account using your login credentials Step 1: Close all your Microsoft Office related Apps on your desktop/laptop To begin with, you will need one registered Account along with a Microsoft Office Outlook desktop. Let us have a quick look at how planned Microsoft Outlook for its users in a step-by-step manner. Thus, welcome Salesforce APP for Outlook. The category leader in the era of CRM movement, has once again proved why they are the best breed in sales force automation (SFA) when they came up with the solution in their Dreamforce Conference, 2015 in the form of a strategic partnership between and Microsoft to connect Salesforce CRM to Microsoft Office apps and services. The optimality of a CRM tool engaging a sizable investment of a company is disrupted, which is again undesirable.Īn integration of both the distinct platforms to create a common set of information for a common prospect which shall be available instantly to be worked upon should be the choicest way. However, with the ever thriving CRM industry nurtured by customer-responsive approach of the organizations today, using a CRM tool alongside a Personal Information Manager as effective as Microsoft Outlook is although indispensable yet using them on separate platforms makes the entire process clumsy and a time-consuming affair. ![]() Being an aggressive player in the free email account market, Microsoft Outlook has also been a favorite for enterprises, all scaling from small to large. Microsoft Outlook, from the Microsoft umbrella is one of the most sought after Personal Information Manager, primarily as an email application along with the other features like calendar, task manager, contact manager, note taking, journal, and web browsing.
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