Open CRM form in Outlook(contact,appointment,email and task)

Use CRM form in Outlook

• When  you open the contact,appointment,task and email from outlook it will open the outlook form by default.

• If you want to open  CRM form in the outlook.

Outlook: File->CRM->Set Personal Option

• CRM personal option setup window open.

• There is a section called "select which form to use". In that check which entity crm form will need to open in outlook.