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With Dynamics 365 App for Outlook, you can: Link email messages, meetings, and appointments to a row in your app. For example, link an email message to a specific account, opportunity, or case. View information in the context of an email message, meeting, or appointment.
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BetaExtend the power of productivity in Outlook with Microsoft Dynamics 365 App for Outlook so your team can experience Common Data Service app in context of customer communication in Outlook. Capture your customer communication right within Outlook Track your emails and appointments in Outlook to CDS and associate them to the right records.
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BetaDownload and install Dynamics 365 for Outlook, version 9.0. Dynamics 365 for Outlook, also known as the Outlook client, enables access to your customer engagement data through Outlook. This version works with the following Dynamics 365 for Customer Engagement versions: Dynamics 365 for Customer Engagement (online), version 9.0 or later version
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BetaVerify it is correctly connected to your Dynamics 365 instance by creating a record. E.g. Any record will do, in my case I created a case record: Then navigate to your Dynamics 365 instance and check it was created. That all there is to it. The installation process for the new Dynamics 365 Outlook App is very simple this time around.
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BetaApplies To Dynamics 365 Customer Engagement Online The most common cause of issues with Dynamics 365 for Outlook is not using the latest version and updates. Dynamics 365 for Outlook has a base installation and the latest version can be found here :
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BetaDynamics 365 for Outlook is a free download that integrates Microsoft Dynamics 365 (online) into the Outlook interface so that a user can work efficiently with both email and Microsoft Dynamics 365 (online) data. This provides complete Dynamics 365 capabilities (including offline capabilities) from Outlook.
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BetaHello Melanie Doiron,. Good day. Thank you for posting in the community! You can check the documentation related to the Dynamics 365 App for Outlook if it helps you, This documentation covers the integration of Dynamics 365 with Outlook and offers guidance on deployment and setup - Dynamics 365 App for Outlook Overview (Dynamics 365 apps) | Microsoft Learn
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Beta[For more information on Dynamics 365 App for Outlook, read 'For SMEs, Dynamics 365 App for Outlook is a must-have'] The Dynamics 365 App for Microsoft Outlook is an app that once installed can be used to easily track emails as well as create new records in Dynamics 365.
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BetaStep 1 is setting up server-side sync, Step 2 is enabling mailboxes, and Step 3 is deploying the Dynamics 365 App for Outlook. If you’ve already completed Steps 1 and 2 you can jump to Step 3. If you’re not sure, in CRM go to Settings and look for “Dynamics 365 App for Outlook.” If you don’t see that then you should start at Step 1.
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BetaAdd forms to Dynamics 365 for Outlook app Once the quick view forms have been created we need to add them to the app. The account, contact and lead forms should already be added to the app, but maybe you created a new opportunity quick view form that you want to load when an outlook item is tracked regarding an opportunity record.
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