in ContactsRecord

About

LinkPoint Connect provides unique functionality that gives users access to use their Microsoft Dynamics CRM data without leaving IBM Notes. When creating a new email, sending a reply, or forwarding communication, users can easily access their existing Microsoft Dynamics CRM contacts directly within IBM Notes to include additional recipients. In this section, you will learn how to access and use your Microsoft Dynamics CRM contacts when working with outbound emails.

cursor-48

Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Adding Microsoft Dynamics CRM Contacts as Email Recipients in IBM Notes

Step_1

Open an outgoing email (either a new or existing email). Select LinkPoint from the toolbar, and then select CRM Address from the drop-down menu.

Adding_Contacts_Address_lnmsdcrm_1


Step_2Search for Microsoft Dynamics CRM contacts by entering a full or partial contact name, account name, or email address in the Search field and click the Go button.

Adding_Contacts_Address_lnmsdcrm_2


Tip_WebTip: Any contacts already included in the To, Cc, or Bcc fields of the email will automatically appear within the Selections pane of the Email Address Selector window.


Additional_Resources_WebAdditional Resources: By default, LinkPoint Connect searches for Microsoft Dynamics CRM contacts based on Account Name, First Name, Last Name, or Email Address. LinkPoint360 can customize the Search Bar to include results from custom fields including secondary email addresses. Please contact the LinkPoint360 Support Team for more information.


Step_3

Select the relevant contact and click the To:, cc:, or bcc: buttons to add the contact as a recipient.

Adding_Contacts_Address_lnmsdcrm_3


Step_4Select a contact in the Selections pane and click the Remove button to remove them from the recipient list.

Adding_Contacts_Address_lnmsdcrm_4


Tip_WebTip: Double click a contact in either the Search or Selection pane to quickly move it from one side to the other. Double clicking a search item will add it as a To: contact in the Selection pane.


Step_5Add any additional contacts based on your search criteria. Note that all Microsoft Dynamics CRM contacts and leads that match your search hint and have an email address will be displayed.


Step_6Click the Ok button to confirm the Selections.

 

Adding_Contacts_Address_lnmsdcrm_6


Step_7Note that the selections have been added to the corresponding fields within the outbound email. Finalize and send the email as you normally would.

Adding_Contacts_Address_lnmsdcrm_7


Download_WebDownload: Access the complete LinkPoint Connect: IBM Notes + Microsoft Dynamics CRM User Guide in .pdf format. Get the User Guide


Support_WebStill need help? Contact our Support Team.