Setup Outlook integration in NAVSP3 for CRM

pa_tou
pa_tou Member Posts: 155
edited 2009-10-20 in NAV/Navision Classic Client
Hi,

How can i setup the system ( Exchange and NAV) to make sure that outlook will work properly? Please help me step by step as i am not familiar with that.
Ps: Exchange server will be use also.

Thanks

Comments

  • jannestig
    jannestig Member Posts: 1,000
    read the manuals is a good step then follow what they say. I believe its on the CD or on customer/patnersource

    Are you looking to use the outlook integration client or just sending segments etc & other CRM functionality
  • pa_tou
    pa_tou Member Posts: 155
    Thanks for reply.

    In fact, my client wants to use all the CRM functionalities : segments, to do's, apportunities; etc... So he wants to be able to send and/or receive email in NAV; See contacts in NAV and/or in Outook etc....

    Actually they use NAV since 3 years now and they want to integrate the CRM . What do I need to check??

    Thanks

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