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1.Configure outlook with CRM
2.Login to Outlook app and click on more options present on left bottom corner and select ADD ins
3.Select a contact and click on it new tab will open with details
4.Click on link look up will appear with only Account names
Suggestion: It will very difficult to select account with only name, mainly if we have duplicate names. So I suggest to display more fields( at least one field with unique value for accounts like email or so) so that it will help user to select appropriate account
2.Login to Outlook app and click on more options present on left bottom corner and select ADD ins
3.Select a contact and click on it new tab will open with details
4.Click on link look up will appear with only Account names
Suggestion: It will very difficult to select account with only name, mainly if we have duplicate names. So I suggest to display more fields( at least one field with unique value for accounts like email or so) so that it will help user to select appropriate account
STATUS DETAILS
New