This week in CRM Support, we’ll look at how the Dynamics 365 for Outlook app works.
Before we start using it, we need to make sure that the server side sync has been set up. You can look at our previous video on how to set up the server side sync with Exchange 365.
Once that’s been sorted out, follow the video and instructions below:
Install Dynamics 365 for Outlook
1.) Go to Settings > Apps for Dynamics 365 and click on the Download Dynamics 365 for Outlook button at the bottom.
Dynamics 365 for Outlook will be installed automatically onto the user’s Outlook.
Now, if you go into Outlook, you should see a Dynamics 365 icon on the top ribbon. When you click on it, it will present you with the Dynamics 365 screen on the right hand side of your Outlook.
Add leads and contacts from Outlook
You can now add records to Dynamics 365 from Outlook.
If you don’t already have a record for the sender, you can add the sender either as a lead or contact:
1.) Highlight an email from the address you wish to save as a lead or contact.
2.) Click the ⊕ icon next to the email address in the Dynamics 365 screen, and then choose Add as contact or Add as lead.
3.) Some information will already have been added to the record. Add more as needed, then click Save.
Once it’s saved, you can view the record, view the summary of the record, and view the details if you’ve added those in. As you can see, it’s a very slimmed down version of Dynamics 365 that you’re looking at.
Track emails in Dynamics 365
You can also track emails in Dynamics 365 from Outlook:
1.) Highlight the email you want to track.
2.) Click on Set Regarding.
3.) Select the entity and record you want to track the email under.
Any future communication in this email chain will be recorded in Dynamics 365. You can also view tracked email inside Dynamics 365 itself.
Was this video helpful? Enjoyable? Do you have feedback or additional questions? Let us know in the comments, or contact us directly. We’re here to help!