Take Advantage of Microsoft Dynamics 365 App for Outlook v9

by | Updated November 2, 2020 | 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!

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