The Dynamics 365 App for Outlook runs within Microsoft Outlook (Outlook Web Access is also supported) and allows a user to work with Dynamics 365 data without leaving Outlook.
What can be done within the Dynamics 365 App for Outlook?
- Link email messages, meetings, and appointments to a record in Dynamics 365. For example, linking a sent email message to a specific lead, account, or case. This email is then automatically created in Dynamics 365 and can be viewed against the chosen record.
- View information in the context of an email message, meeting, or appointment.
- Synchronise your contacts and related information so that Outlook and Dynamics 365 is always up to date.
- Add email templates, knowledge articles, and sales literature when creating an email message or setting up a meeting.
What is required to run the Dynamics 365 for Outlook?
As the app requirements change periodically, it is always worth referring to the latest information from Microsoft regarding app functionality and hardware/software requirements.
How can I deploy the Dynamics 365 App for Outlook to my users?
Microsoft have produced a comprehensive step-by-step guide that covers the prerequisites for app deployment and the precise steps to follow. If you are a Strategy 365 client, you can request further assistance by getting in touch with one of our experts.
