Updated · Originally published
Microsoft Dynamics 365 App for Outlook has gotten faster, smarter, and more convenient. Connecting the CRM piece of Dynamics 365 with Outlook makes it easy to track emails, tasks, and appointments without installing any additional software.
With the app, you can create records and view information from Dynamics 365 and use your email templates, sales literature, and knowledge articles when composing messages and creating appointments.
Here are 10 specific benefits of the Microsoft Dynamics 365 Outlook App:
1) Track Emails Using Outlook Web Access
You can easily track emails using Outlook across virtually any of your devices.
Use OWA to easily track sent and received emails in CRM using a web browser or mobile app.
2) No Software to Install!
Administrators can push the Dynamics 365 App for Outlook to user’s accounts via the Office portal.
There’s no software to download or install on local machines. Therefore, there is no risk of the app being disabled at startup due to localized performance issues. Administrators and users have suffered many years with the CRM for Outlook Client so the web app is a welcomed change.
3) Instantly Find Matching CRM Records
With the Dynamics 365 app enabled, matching CRM records can be immediately identified.
When you compose a new message, matching contacts, leads and accounts using the same email address will be shown.
Track emails to the appropriate CRM record with just one click.
4) Create New Records from Emails
In addition to creating new CRM account and contact records from emails, Outlook users can add new Case, Project Tasks and Opportunity records.
5) Insert Knowledge Articles
Microsoft Dynamics 365 centralizes knowledge documents to share best practices and provide proven solutions to frequently asked questions and common issues.
Using the new app, individual knowledge posts can be entered directly into emails, making it even easier to provide answers and support for your customers.
6) Add Sales Literature
Store PDFs and other sales literature in Microsoft Dynamics 365. These items can then be easily attached to new Outlook emails.
7) Schedule Follow-Up Activities
You can create new CRM Tasks, Appointments, and Phone Calls for individual email recipients directly from Outlook emails.
By automatically matching contacts, leads, and accounts, new activities are associated with the appropriate records. Schedule actions within Outlook using the same field options as in the regular Dynamics 365 browser interface.
8) Check Activities
The app highlights matching or traced CRM records, as well as the most recent activity, and the next scheduled activity. Users can easily follow these interactions from Outlook.
9) Add CRM Templates to Outlook Emails
Directly insert a CRM email template into a new email and easily make revisions using Outlook's functions before sending.
Search and insert CRM global templates and templates defined for the current entity, such as contact or lead.
10) Set Regarding Recent Records
It’s even easier to set the email regarding another CRM record, such as a case, lead, opportunity, or project.
Using the new Outlook app, the ‘regarding’ box highlights recently used records and frequently used items that have been pinned.
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By Ryan Plourde, ForgeXRM,
