Harness the power of Dynamics 365 in Outlook

microsoft business email

User entrance of any computer software could be slow at best. Frequently as a CRM Admin, you struggle with users that want a simpler, faster way to supply data and also to connect to existing information.
Microsoft Dynamics 365 App for Outlook may be the tool your company needs. It attracts many of the qualities found within Dynamics 365 into Outlook — a tool most consumers interact with multiple times per day.
Deployment
Deployment of the app is conducted through the CRM, requiring no extra software installation on the user’s computer or personal device. When the user launches Outlook 2016 (or higher) or the Outlook web variation, they have the power of the CRM at their fingertips. An added benefit is that a lot of the app attributes are also found on a mobile device with Outlook installed.

microsoft business email
Employing the app for the first time
To show the app, called Customer Engagement, pick an existing Microsoft business emailand click on the Dynamics 365 button located on the ribbon.
Harness the energy of Dynamics 365 within Outlook
Or, if using Outlook on the internet, the Client Engagement button appears in the Microsoft business email pane.

Harness the energy of Dynamics 365 in Outlook
The Client Engagement pane appears to the right of the Microsoft business email and reveals information located in Dynamics CRM about the recipient(s), Telephone Number, connected accounts, chances, etc
Harness the energy of Dynamics 365 in Outlook
Have to upgrade the contact’s phone number or title, or add more information? In the Client Engagement pane, choose the contact’s title that’s in blue.
Harness the energy of Dynamics 365 in Outlook
Two of my favorite features are the ability to rapidly create and search for documents.
Harness the power of Dynamics 365 within Outlook
Click here to find out about all the attributes with the Client Engagement program.
Contact Administration

Harness the energy of Dynamics 365 in Outlook
Simply click the plus symbol to incorporate them into Dynamics 365 as a contact or a guide.
Another option to add present connections to Dynamics 365 would be to use the program Add-in (available only in the desktop version of Outlook). The Add-in permits you to see and manage your Outlook contacts; see which ones are observed in Dynamics 365 already or need to be added and link a contact to an Account record.

To get the add-in, at the lower-left corner of Outlook, click the three dots (…) and choose Add-ins.
Harness the energy of Dynamics 365 within Outlook
Terminology
Tracked: Your Outlook contact is connected to a document within Dynamics 365.
Not Tracked: Your Outlook touch isn’t connected to a document within Dynamics 365.
Harness the power of Dynamics 365 within Outlook
To Track a touch, pick one that is Not Tracked and click on Track. Harness the power of Dynamics 365 within Outlook
Connect a touch to an Account
Choose the contact and click Link.
Search for the account to link to and select Connect.
Harness the power of Dynamics 365 within Outlook
Click here for more details on working together with Contacts.
If you want to find out more about how to take advantage of the Dynamics 365 Program for Outlook, let us know!