Everything You Need to Know about the Dynamics 365 App for Outlook

by | Updated August 16, 2019 | Dynamics 365 Business Central, Dynamics CRM, General Technology, User Tips and Tricks

You’ve come to the right place if you want to learn more about the Dynamics 365 App for Outlook. It will be the replacement for the Outlook Client. For all the users that are familiar with the Outlook Client here is a comparison of the key differences:

Outlook Client Strengths:

• Track/Set Regarding for Tasks
• Offline capability
• Convert to Lead, Opportunity or Case

App for Outlook Strengths:

• Updated UI
• Works with Outlook on the Web
Works with Outlook phone app
• One-click set regarding
• Shows CRM record details

Outlook Desktop

If the App for Outlook has been added for your user, you will see a Dynamics 365 button on the top right of your Outlook ribbon. To access the Track and Set Regarding for an email you need to click the Dynamics 365 icon.

Dynamics 365 App for Outlook

A Dynamics 365 Pane will appear. The link icon allows for one-click set regarding.

 

 

 

 

 

 

 

 

 

 

 

You can tell by looking at the top that something has been tracked. However, there is no way from the email preview list to tell that an email has been tracked. With the Outlook Client, you would see a blue and green people icon.

Dynamics 365 App for Outlook

You can add an activity by clicking the plus sign.

 

 

 

 

 

 

 

 

 

 

Dynamics 365 App for Outlook

You will be able to see the details about the record in the pane, as well as scheduled activities.

Dynamics 365 App for Outlook

There is no longer the functionality where you can convert an email into a Lead, Opportunity or Case. However, there is the functionality to quickly add a Lead or Contact from an email that you are sending.

Dynamics 365 App for Outlook

The App for Outlook offers numerous improvements. So far it has been significantly more stable than the Outlook Client. The downside is that as you move through your email list, the Dynamics 365 pane doesn’t stay open, and you need to click the Dynamics 365 button for each email. Also, with the Outlook Client, we had the ability to right click on an item and have the Track and Set Regarding button available on that menu as well. I’ve heard that the App for Outlook with version 9 will fill some of these gaps. Look for a future blog on that topic.

If you’re interested in more information on the using Dynamics 365 for Sales (CRM) for your business contact us to learn more.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X