How to add dynamics 365 to outlook

Microsoft Dynamics 365 for Outlook is a popular CRM and ERP connector that opens up new uses for your Dynamics 365 data.You can view relevant Dynamics 365 data about the person you're messaging from within Outlook by using the Microsoft Dynamics 365 for Outlook app. We walk you through the process of installing the Dynamics 365 App for Outlook in our most recent tips and tricks post, guiding how to create workflow in Dynamics 365 . It is recommended that you only utilize the minimum number of record kinds necessary to ensure that you are making the most of this software.

Why add Dynamics 365 to outlook?

A significant portion of a person's workday is spent in Outlook. However, you can simply import customer data into your current workplace by integrating Dynamics 365 with Outlook Ribbon. Your communications and appointments can now be automatically linked to the right customer thanks to this integration. Additionally, this eliminates the possibility of missing any information and makes it simpler for you to maintain organization in one location. Teams can operate even more effectively when Dynamics 365 is integrated with Outlook. Teams in charge of sales and support respond to clients more quickly, keep correct records, and enhance communication without exerting extra effort.

Requirements before Adding Dynamics 365 to outlook

It's crucial to set up a few necessities, which we've listed below, before you begin adding Dynamics 365 to Outlook. A valid Dynamics 365 account with the required authorization. The ability to leverage the integration features of Dynamics 365 with Outlook. An installed version of Microsoft Outlook that is compatible with your device. A reliable internet connection to ensure that data is properly synchronized with your system.Outlook and the web browser were updated to prevent compatibility problems.To enhance the process, you can have basic access to your Outlook calendar and email.

Methods to add dynamic 365 to Outlook

1. Use Microsoft Dynamics 365 app for outlook

This is the most popular and recommended approach for integrating Dynamics 365 Outlook. Through the Dynamics 365 App's integration with Microsoft Outlook, you can manage contacts, keep track of emails, and access customer data directly from your email account.

1. Use the client version of Microsoft Dynamics for Outlook

Some of the organisations are still using the older version of dynamics 365 for Outlook for clients. This is installed on your computer and provides similar functionality but may require more setup and maintenance.

1. Server Side synchronization

Using this approach, your emails, contacts, and appointments can be synchronized automatically between Outlook and Dynamics 365 without requiring the application to be installed on every device. This method is particularly useful for larger organizations or when multiple devices are in use.

Steps to add Dynamics 365 to Outlook

Here are some steps on how to add Dynamics 365 to Outlook, which are mentioned below.

• Go to your Dynamics 365 and log in with your professional account.
• In the settings icon , select advanced settings.
• Navigate to settings-Dynamics 365 app for outlook.
• Click “Add app” to Outlook and select “Specific Users”.
• Click on “Add App”, this pushes the Dynamic 365 app to Outlook automatically.
• Now go to settings→ Email Configuration→ Mailboxes.
• For your user , Mailbox status=Approved or test and enable Mailbox=Successful
• If not then Click Approve Email or Run Test and Enable Mailbox.
• Then Open outlook→ open an Email → click the Dynamics 365 and click Apps→ Dynamics 365(Web)
• Now emails, appointments can easily be tracked and you can also make CRM records.

How to track Emails and appointments in Dynamics 365 from Outlook?

The steps to track emails and appointments in Dynamics 365 from Outlook, which are mentioned below.

• Open the email you want to track.
• Click the Dynamics 365 icon and sign in to Dynamics 365.
• Select regarding
• Choose an existing record such as lead, contact, account or opportunity.
• If you want then create a new record.
• Click Track.

Conclusion

One effective way to increase productivity and streamline daily business tasks is to integrate Microsoft Dynamics 365 with Outlook. Users can track emails and appointments, access customer data, and create CRM records without switching apps by directly connecting Dynamics 365 to Outlook. By centralizing all customer interactions, this integration guarantees improved data accuracy, saves time, and aids teams in maintaining organization. Organizations can select the approach that best suits their requirements, whether it is server-side synchronization, the Dynamics 365 App for Outlook, or the legacy client.