How many times have you checked your eMail today? I'm willing to bet that you're monitoring at least one of your eMail apps while you're reading this blog. The fact that most of us are glued to our eMail makes apps like Outlook an attractive destination to plug in new functionality. Microsoft offers many different flavors of Outlook plugins, including two that extend Dynamics 365 functionality: the
Dynamics 365 Client vs App for Outlook
Both work with Outlook, but they have different functionality and footprints. The Dynamics 365 App for Outlook is a Microsoft Office add-in that provides a Dynamics 365 assistant for Outlook desktop, web or mobile. The Dynamics 365 Client for Outlook is a Windows application that provides all Dynamics 365 core functionality directly from Outlook. Here's the pros and cons of both, which should help guide you to the right solution for your scenario.
Dynamics 365 Client for Outlook Pros
The client allows a user to access Dynamics 365 exclusively from Outlook. This is a big win for organizations fighting with user adoption, because they don't have to introduce a "new" app. Instead, the client is presented as an extension of Outlook, which is an application most users live in. This creates the illusion of adding value to an application that is always open, and not introducing the overhead of checking yet another app. The Outlook client also offers the ability to go offline. This is key for users who don't always have access to high speed internet, especially ones who find themselves traveling often. The client also allows developers to programmatically create offline filters, which can manage the size and content sent down to the client.
Dynamics 365 Client for Outlook Cons
The client requires the FULL version of Microsoft Outlook, so it doesn't work on the mobile or web versions. It must be manually installed on every computer, which creates a lot of overhead for your IT staff. Anyone who has installed \ uninstalled it knows about the angst that comes along with this task. My biggest complaint is the client causes my Outlook to perform slow, and at times brought it to a halt. Microsoft recently deprecated the client, then quickly reinstated it after the backlash from the Dynamics community.
Dynamics 365 App for Outlook Pros
The Outlook App supports all versions of Outlook, including the full client, outlook web access and mobile. The install is super easy, and is pushed out directly from within Dynamics 365. It's automatically available from all modern versions of your Outlook, with no local install on any of your devices! My first experience with the interface was very easy and intuitive to use. With just a few clicks, I can regard an email from a prospective client, create a lead, contact or activity associated with Dynamics 365 records. Above all, it performs incredibly fast, utilizing the Dynamics Web API to retrieve data in real time.
Dynamics 365 App for Outlook Cons
Server-side synchronization with Exchange is required, so you will not be able to use the app if your environment does not support it. This is very easy to setup if you are utilizing Dynamics, Active Directory and Exchange all in Azure. The app is a Dynamics assistant, and not a full-fledged application. While you can customize forms and lookup custom entities, your users will need to fire up the Dynamics 365 App for full functionality. I feel the biggest barrier to successfully implementing the app is weening your users off the old client. Despite the speed and flexibility provided by the app, they are going to revolt when you try to change their daily routine. Maybe the best time to introduce the app is when your users complain about Outlook performance 🙂
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in