CRM integration for Microsoft Outlook, Outlook WebAccess, Microsoft Entourage, Apple Mail, iCal, Address Book, Novell GroupWise, BlackBerry, iPhone and other ActiveSync mobile devices

Videos – Microsoft CRM

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1. Introduction
1.1  Riva CRM Integration for Microsoft Exchange 16:12 View
1.2  Riva CRM Integration for Novell GroupWise 20:19 View
1.3  Riva Live – CRM integration in the cloud More
1.4  Riva comparison with Outlook plug-ins More
2. Set-up and configuration
2.1  Review Riva system requirements More
2.2  Configure your Microsoft Exchange connection 02:20 View
2.3  Configure your Microsoft Dynamics CRM connection 02:20 View Download
2.4  Request a Riva licence 03:23 View Download
2.5  Configure contact synchronization 08:56 View Download
2.6  Configure calendar synchronization 06:56 View Download
2.7  Configure Riva’s advanced synchronization options 04:37 View Download
2.8  Configure Riva AssignTo folders for email archiving 05:41 View Download
2.9  Configure Riva SmartConvert folders 08:50 View Download
3. Working with Microsoft Dynamics CRM
3.1  How to sync contacts (with categories) 07:53 View Download
3.2  How to sync contacts (without categories) 08:07 View Download
3.3  How to sync calendar data (with categories) 16:59 View Download
3.4  How to sync calendar data (without categories) 19:46 View Download
3.5  How to archive emails to Microsoft Dynamics CRM 30:01 View Download
3.6  How to archive emails to existing opportunities, cases and quotes 16:59 View Download
3.7  How to manage opportunities, cases and quotes in Outlook 11:29 View Download
3.8  Riva SmartConvert – Convert emails into new CRM opportunities 08:19 View Download
4. Next steps
4.1  Download Riva for Microsoft Dynamics CRM More
4.2  Documentation More
4.3  Pricing More
4.4  Contact information More