Before We Get Started...
Microsoft made the Dynamics 365 App for Outlook available just a few months ago, and many folks have written excellent articles on the topic. I would recommend you review the Microsoft Documentation site for these articles "" and "".
Once you understand how the app is deployed and how it works, the rest of this article will make more sense.
1 App - 3 Ways to Access It
Many people have looked at the Dynamics 365 App for Outlook as a way to replace the classic Dynamics 365 for Outlook (client). And, if that's what you are looked to do, then by all means, go for it. But, I would like to highlight that it's available in three places and not just the one place that most people expect.
What are those three places? Well, I'm glad you asked.
First Way to Access the Dynamics 365 App for Outlook
The first way to access the Dynamics 365 App for Outlook is the obvious way...within Outlook! After the app has been deployed to your Outlook client, you will noticed a Dynamics 365 button added to your Outlook ribbon.
You can click on this button to open the Dynamics 365 App for Outlook panel on the right-hand side of your Outlook application.
If you would like to understand how to interact with the panel, review the "".
Second Way to Access the Dynamics 365 App for Outlook
The second way to access the Dynamics 365 App for Outlook is within Outlook on the web (OWA). If you have an Office 365 subscriptions that includes access to your email through the browser, then navigate to . You will be prompted to log in with your credentials. After logging in, select an email within your Inbox. You will then notice small "D" icon on the right-hand side as indicated below in the red box.
Clicking on this button will open the same panel on the right-hand side within your browser.
Third Way to Access the Dynamics 365 App for Outlook
The third way to access the Dynamics 365 App for Outlook, and one that not many people are familiar with, is within the Outlook mobile app. You will need to install the Outlook mobile app on your mobile device. Once it's installed, you will need to set up the same email account that is used for your Outlook client and OWA.
After you have this set up, you can access the Dynamics 365 App for Outlook. Below are the steps to do so:
- Open the Outlook app and select an email in your Inbox.
- Tap the 3 dots in the upper-right corner of the message.
- (Please note: The screen shots below are from an Android device. The layout and location of the items mentioned below may be different on an Apple device.)
- Once you tap the 3 dots, an options panel will pop up with a Dynamics 365 button.
- Tap the "Dynamics 365" button.
- You will then see 2 screens appear, one after the other. One will say "Authenticating" and the next will say "Connecting to your Organization".
- After connecting to your organization, you will see the familiar Dynamics 365 panel.
Once the Dynamics 365 panel is displayed, you will have the same options to track the email or to use the "Set Regarding".
In Conclusion...
Hopefully, you picked up a useful tip today. And, you can see that the Dynamics 365 App for Outlook can be leveraged in more ways than one.
Until next time...
is Microsoft Certified Professional with many years' experience with Microsoft Dynamics 365 (CRM). He is actively involved with the (User Group) Community. His involvement includes: Serving as Chapter Leader for his local D365UG Chapter, serving on the D365UG Board of Advisors, and speaking at the annual conference.
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