Viewing Microsoft Dynamics CRM Data in IBM Notes

The LinkPoint Connect Side Panel enables users to view their Microsoft Dynamics CRM data directly within IBM Notes. This section will demonstrate the types of information that are accessible within the LinkPoint Connect Side Panel and how users can interact with the data.

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Viewing Microsoft Dynamics Data in IBM Notes

Open IBM Notes and launch the LinkPoint Connect Side Panel. The Side Panel will automatically populate with data related to the selected email if the contacts email address exists within Microsoft Dynamics CRM.

Explore the seven main sections of the LinkPoint Connect Side Panel.

Contact List: All contacts included in the To, From, Cc, and Bcc fields for the selected email are listed and available for reference. Select one from the list to view the Microsoft Dynamics CRMÂ information for that record within the LinkPoint Connect Side Panel.

S earch Bar: Enter the name of any Microsoft Dynamics CRM contact and press Enter to search for and view the CRM information for that record within the LinkPoint Connect Side Panel.

Tip: If you are looking for a Microsoft Dynamics CRM contact but cannot remember the name, try searching for the Account or Opportunity. The LinkPoint Connect Side Panel will return all of the matching contacts from the search results under the Contact List for you to choose from.

Business Card: View basic information related to the contact such as Contact Name, Job Title, Company, Telephone Number, and Email Address.

Tip: You can click the account name within the Business Card to launch the account record in Microsoft Dynamics CRM. You can click the email address in the Business Card to launch a new email window within IBM Notes.

Shortcut Icons: Choose how to act on the data presented in the Side Panel using icons that make it quicker to work with.

Related Information: Review data from Microsoft Dynamics CRM that relates to the selected contact. View emails, accounts, opportunities, cases, and custom objects by selecting items in the Navigation Pane.

Navigation Pane: Select the Related Information to display for a specific contact.

Drop Zone: Create new contacts, leads, or accounts by highlighting an email signature, clicking down on the selection, and then dropping the content on one of the icons.

Double click on items listed within the Related Information section of the Side Panel to preview the Microsoft Dynamics CRM content within IBM Notes.

Scroll through the content in the Quick View window. Click the arrows to move between Microsoft Dynamics CRM items by clicking the arrows.

Click the red X in the top right corner of the window or click anywhere on screen outside of the Quick View window or click the red X button in the top right corner to close it.