LinkPoint Connect for Microsoft CRM
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1 LinkPoint Connect for Microsoft CRM Overview Lotus Notes Edition Lotus Notes LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 1
2 Product Overview Record Inbound and Outbound s from Lotus Notes into Microsoft CRM. Access your Microsoft CRM Contacts and Leads as an address book within Lotus Notes. Store attachments in Microsoft CRM. Attach s to Accounts, Contacts, Leads, Opportunities, Cases and custom objects. Synchronize Calendar, Contact and Tasks between Microsoft CRM and Lotus Notes. Instantly view Microsoft CRM Contact and Lead information while working in Lotus Notes LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 2
3 Sample Client Base LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 3
4 LinkPoint Vue Panel View Contact and Lead information for each recipient on the directly from Microsoft CRM. View all related data such as s, Opportunities, Cases, and custom objects. Access productivity features such one click to open a Microsoft CRM record or create a new contact from an Signature LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 4
5 Overview You can utilize your Microsoft CRM.com contacts for addressing by selecting the CRM Address menu. You can send your via Lotus Notes and record it to Microsoft CRM by selecting CRM Send or CRM Send and File menu LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 5
6 CRM Address book You can address the by typing an address, selecting a recipient from your Lotus Notes address book, or by using the LinkPoint Microsoft CRM Address book LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 6
7 Record You can create a Follow Up Task or Appointment for that in Microsoft CRM. The LinkPoint window is used to identify how to record the into Microsoft CRM. The Task or Appointment will be associated to the selected reference. By default, the recipients and their opportunities, cases and other related items are presented. Additionally, you can search other records LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 7
8 Microsoft CRM s are recorded in the Activity History section in Microsoft CRM LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 8
9 Synchronization Synchronize Calendars, Contacts and Tasks Bi-directional synchronization. Synchronization can run either manually or automatically LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 9
10 Calendar Synchronization LinkPoint will synchronize all Calendar entries for the past 30 days and 365 future days. Items marked as Private will not be synchronized with Microsoft CRM. Fully configurable conflict resolution LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 10
11 Contact Synchronization Only Lotus Notes contacts with a CRM category will be included in the synchronization. Fully configurable conflict resolution LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 11
12 Task Synchronization LinkPoint will synchronize all Task entries for the past 30 days and 365 future days. Items marked as Private will not be synchronized with Microsoft CRM. Fully configurable conflict resolution LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 12
13 Supported Platforms Lotus Notes Release 9.x, 8.x, 7.x, 6.x (Basic and Standard Editions) Microsoft CRM CRM 2013, CRM 2011 Hosted & On-Premise Windows Windows 8, Windows 7, Windows XP, (32 & 64 Bit) LinkPoint360. All rights reserved. LinkPoint Connect for Salesforce/ Microsoft Outlook Page 13
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