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Brian Begley, enCloud9 Social/CRM

New Feature – Tracking emails on the go is easier with Outlook iOS Updates

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To celebrate the second anniversary of the release of Outlook Mobile for iOS Microsoft updated the app with and added a slew of new features including the ability  to activate integrations with several other services, including Evernote, GIPHY, Trello, and Smartsheet. However for CRM users, the most interesting is a full featured integration with Dynamics 365.

From Outlook for iOS CRM users can quickly  access real time information about contacts, accounts and leads and attach emails and calendar appointments to related CRM records including Opportunities, Cases, and Leads. It is even possible to create new CRM records directly within Outlook for iOS.

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This is not a replacement for the Dynamics CRM app for Phones, as it does not include dashboards, and the ability to enter data in CRM records. But it does satisfy a much needed feature request. No more will you need to wait to get back to your PC to track emails against CRM records, or clumsily copy/paste between CRM mobile apps.

In order to work properly the user must choose to use Server Side Synchronization of emails. The organization should also deploy the Dynamics 365 App for Outlook.

As a Dynamics 365 Partner, it is great to see Microsoft continue to integrate with other Microsoft applications. If you are not yet using Microsoft Outlook on your iPhone or iPad, go download it today from the AppStore. It is the best app for email calendar and contacts on the go.

 

 

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