Learn how to look up, view, and change customer information based on business activity or changing customer criteria.
Important The services and features that this video shows depend on several factors, such as the Microsoft Office 365 plan purchase agreement, licenses that might be assigned to each user, and specific user permissions. If your experience is different from the experience shown in the video, see your site administrator.
The scenario presented in this video requires Office 365 for small businesses.
The following links provide additional information.
Synchronize SharePoint content with Outlook
Create, modify, or delete a view