Take Advantage of Microsoft Dynamics 365 App for Outlook v9

by | Updated October 28, 2019 | Dynamics CRM

The Microsoft Dynamics 365 App for Outlook v9 is now available for organizations utilizing Dynamics 365 (online) version 9.

The newly update App gives users the power managing their Dynamics 365 data from within Outlook. This currently requires organizations to use Server-Side Sync for email. Follow this link to find specific restrictions and details on how to deploy: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook

The D365 App for Outlook utilized the new Unified Interface allowing a seamless interface between devices and you to add a more custom design and access to Dynamics 365 from Outlook.

The new application allows for several new features such as:

Viewing tracked emails and appointments within outlook.

App for Outlook

Quickly creating records from Outlook

App for Outlook

Pinning and dock the App as a fixed panel in outlook

App for Outlook

Searching for D365 Records

App for Outlook

Viewing and editing records within outlook

If you’d like to learn more about how to take advantage of the Dynamics 365 App for Outlook, let us know!

Related Posts

0 Comments

Submit a Comment

Your email address will not be published.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

Upcoming Events

july

16jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Business Intelligence Power Hour

22jul10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Material Handler

22jul12:00 pm1:00 pmImprove Field Service Delivery and Increase Customer Satisfaction

30jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Power Hour

august

03aug(aug 3)8:00 am07(aug 7)5:00 pmMicrosoft Dynamics GP Core Financials Bootcamp

05aug10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Shipping / Receiving Department

05aug12:00 pm1:00 pmHow Ag Retailers Can Simplify Processing Equity Payments using Levridge

12aug10:00 am10:30 amWhy Levridge Grain? How to Achieve Efficient and Accurate Scale Tickets

12aug12:00 pm1:00 pmThe Three Paths to Dynamics 365 Finance and Supply Chain from Dynamics AX

13aug11:00 am12:00 pmConfab with Stoneridge - Livestream - Dynamics 365 2020 Wave 2 Preview

19aug10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

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