How to Install and Use the Dynamics 365 for Outlook App

by | Microsoft Dynamics 365

How to Install and Use the Dynamics 365 for Outlook App

by | Mar 29, 2018 | Microsoft Dynamics 365

Connect Outlook to Dynamics 365

This week in Microsoft Dynamics Support, we’ll look at how the Dynamics 365 for Outlook app works in Microsoft Dynamics 365 for Sales CRM.

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, you are ready to 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.

 

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...

Plain and Powerful: A Blueprint For Effective CRM

In the world of CRM, success often lies in the art of simplicity. Today, we're delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It's a strategy that forms the cornerstone of a successful...

P2P – Big Footprint, Small Shoe Size

In the debate over tech generalists vs tech specialists, specialists often rule the day.  But that doesn’t mean that an MSP must stay in their corner while all the other business goes by.  P2P is a business approach that stresses working collaboratively with other...

Behind the Scenes of a Hassle-Free CRM Partnership

There’s a very common MSP origin story out there that is just fascinating.It starts with someone maybe 20 years ago who found themselves repairing laptops and desktop computers for friends and family at their kitchen table. After a while, this person listened to all...

Go Slow for Faster CRM Adoption? CRM Adoption Strategies

Navigating CRM Adoption: A Slow and Steady Approach In the realm of CRM adoption, the strategy of taking it slow can pave the way for faster and more successful outcomes. Discovering the pitfalls and challenges faced by organizations is essential, considering the...

Ibrar Taki is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. As the Azamba installation expert, Ibrar installs and configures systems, software, and servers. He also provides support and consulting services for Microsoft and Sage users.

Ibrar works hard to ensure your system generates maximum value for you and your team.

Related articles:

4 Proven Tricks to Supercharge Your CRM Success!

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...

Plain and Powerful: A Blueprint For Effective CRM

Plain and Powerful: A Blueprint For Effective CRM

In the world of CRM, success often lies in the art of simplicity. Today, we're delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It's a strategy that forms the cornerstone of a successful...