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For best performance, enable only the minimum required record types ( entities).

Opt for the full Dynamics 365 for Outlook Desktop Client with offline capabilities.ĭynamics 365 App for Outlook is a lightweight app that can be used to track emails and create new records.

You can choose to install the Dynamics 365 app for Outlook and get web access to track emails across almost all devices.

There are 2 ways of integrating Dynamics 365 with Outlook: You can use the Outlook Web App to easily track sent and received emails in CRM using a web browser or mobile app.

Easily track emails using Outlook across virtually any device.

Create a new Dynamics 365 record for any entity (record type), as long as the entity has been enabled for mobile and for multi-entity search.

You can view this info in the context of an email message, meeting, or appointment.

Ability to view information about Dynamics 365 contacts and leads while you’re working in Outlook.Information can be stored locally on the device until it can be synchronized back to Dynamics 365. Offline access to Dynamics 365 data for people who may not have access to internet connectivity and need to access data anytime and anywhere.A smarter way to work and easier way for users to update CRM with increased efficiency across your organization.This makes Dynamics 365 easily accessible from virtually any device (Mobile phones, Tablets, Mac or Windows PC) and even Outlook on the web.īenefits of Integrating Dynamics 365 with Outlook 5 benefits of integrating Dynamics 365 with Outlook include:

Want to learn more about the Outlook Integration? Click here to download our free Dynamics 365 ebook!Īfter listening to the concerns and needs of their customers, Microsoft designed an application that can be installed either as an add-in on Microsoft Outlook or as a desktop client. However, most users do not know how to achieve this, and they end up resorting to using third party software integrations with Dynamics 365.

They want to select a button in Outlook, fill out a form, and have the information mapped back into Dynamics 365. Many people are interested in establishing a reliable connection between Outlook and Microsoft Dynamics 365.