We are new to MS CRM (we used ACT 2013 on premise before) and I have setup a sandbox to see how it works!
We are bit confused the LEAD CONTACT AND ACCOUNT process.
1) How this system treat a lead from an existing contacts?
2) What is the use of "Existing Contact?" "Existing Account field?"
3) Since we are using exchange online we enabled "server side sync" for email, appointments, contacts and tasks but other than emails (even all emails are syncing though, which we really don't want to!!!) not syncing from outlook to CRM!
Just one way it works (CRM to outlook) for appointments contacts and tasks - do we need to do anything?
Thanks in advance