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The differences between Outlook 2003 and Outlook 2010 clients implementation for CRM 2011

Written by Stéphane Dorrekens
Tuesday, 22 March 2011 08:46

Even if Outlook 2003 is supported with Dynamics CRM 2011, there's quite a few differences of capability between the clients.
Here's a list with the major aspects. 

CRM 2011Outlook
Capability20032010
Outlook Client    
Full MAPI client 1 x
Outlook UE - modifiable views to include conditional formatting of CRM list views, drag and drop columns, preview pane, pinning of CRM views    x
Ability to select multiple emails, calendar items and click Track in CRM and Set Regarding   x
CRM pane - in all Outlook forms; Email, Meeting, Contacts, Tasks - a user may easily see the related CRM records  2 x
Email    
One button click to track an email in CRM x x
Ability to set regarding to another CRM object x x
Set regarding displays "recently used" items to the user   x
Ability to one button click Convert an Email to Lead, Opportunity or Case in CRM   x
From within Outlook, the ability to insert CRM templates, attach sales literature, insert KB articles into an Outlook email   x
Ability to enter additional CRM email data/attributes, directly from the Outlook email - using CRM Fields button on the email ribbon   x
Ability to create a CRM Connection directly from Outlook Email   x
Calendar    
One button click to track a meeting/calendar item in CRM x x
Ability to set regarding to another CRM object x x
Set regarding displays "recently used" items to the user   x
Ability to one button click Convert a meeting to Opportunity or Case in CRM   x
Ability to enter additional CRM data/attributes, directly from the Outlook meeting invite - using CRM Fields button on the meeting ribbon   x
Ability to create a CRM Connection directly from Outlook Meeting   x
Contacts    
One button click to track a Contact in CRM x x
Ability to set regarding to another CRM object x x
Set regarding displays "recently used" items to the user   x
Ability to create a CRM Connection directly from Outlook Contact   x
Tasks    
One button click to track a Contact in CRM x x
Ability to set regarding to another CRM object x x
Set regarding displays "recently used" items to the user   x
Ability to create a CRM Connection directly from Outlook Task   x
Ability to one button click Convert aTask to Opportunity or Case in CRM   x
     
1 Outlook 2003 client experience is the CRM web list view (not MAPI client)    
2 Outlook 2003 client displays the Set Regarding object, but does not provide for one click drill to the related CRM record