Create an e-mail message in an Outlook form

1. If you have Outlook 2007 installed, on the Standard toolbar, click New, and then click Mail Message.

   If you have Outlook 2010 installed, on the Home tab, click New E-mail.

2. In the Outlook form, you can use either your Outlook contacts or your Microsoft Dynamics CRM contacts. For more information, see Microsoft Office Outlook Help.
3. Complete the form.
4. In the CRM group, click Track.
5. If you want to link the e-mail message to a Microsoft Dynamics CRM record, click Set Regarding, locate the record that you want to link, and then click OK.
6. On the e-mail form, click Send.

   After you send the e-mail message, you can view the record in Microsoft Dynamics CRM by clicking the e-mail message in your Sent Items folder, and then clicking the View in CRM button.

The e-mail message appears in your Outlook folder. Also, the sent e-mail activity saves as a Microsoft Dynamics CRM e-mail activity and appears in the Microsoft Dynamics CRM Activities area.

An e-mail activity is not created in Microsoft Dynamics CRM until the message is sent.