Tech

Harness the Energy of Dynamics 365 in Outlook

microsoft business email

User adoption of any computer software can be slow at best. Often as a CRM Admin, you battle with customers that want an easier, quicker way to provide data and to connect to existing information.
Microsoft business email Program for Outlook might be the tool your organization requirements. It attracts lots of the features found within Dynamics 365 right into Outlook — a tool most consumers interact with numerous times every day. Users can not only synchronize their contacts, emails, appointments and activities involving Outlook and CRM, but also add Accounts, Opportunities and Leads right from the comfort of the inbox.

Deployment
Deployment of this program is conducted through the CRM, requiring no extra software installation on the user’s computer or personal device. Once the user starts Outlook 2016 (or greater ) or even the Outlook web version, they have the ability of the CRM in their fingertips. An additional plus is that most of the app attributes are also located on a mobile device with Outlook installed.

microsoft business email

Click here for complete installation instructions.

Using the app for the first time
To display the program, called Customer Engagement, pick an existing email and click the Dynamics 365 button located on the ribbon.
Harness the power of Dynamics 365 within Outlook
Or, if using Outlook on the internet, the Client Engagement button appears at the email pane.

Harness the energy of Dynamics 365 within Outlook
The Customer Engagement Zone appears to the right of the email and shows information found in Dynamics CRM regarding the receiver (s), phone number, associated account, opportunities, etc
Harness the power of Dynamics 365 in Outlook
Need to update the contact’s telephone number or name, or include more information? In the Customer Engagement pane, select the contact’s title that is in blue. The comprehensive contact form opens, and you can upgrade any field.

Harness the energy of Microsoft business email within Outlook
Two of my favorite features are the ability to rapidly produce and search for records.
Harness the energy of Dynamics 365 in Outlook
Click here to learn about all the features with the Client Engagement app.
Contact management

Harness the power of Dynamics 365 within Outlook
Simply click the plus symbol to add them in to Dynamics 365 as a contact or a guide.
Another option to add existing connections to Dynamics 365 is to use the app Add-in (accessible only from the desktop version of Outlook). The Add-in allows you to see and manage your Outlook contacts; see which ones are found in Dynamics 365 already or have to be additional and link a contact to an Account record.

To access the add-in, at the lower-left corner of Outlook, click the following three dots (…) and select Add-ins.
Harness the power of Dynamics 365 within Outlook
Terminology
Tracked: Your Outlook touch is connected to a document inside Dynamics 365.
Not Tracked: Your Outlook contact is not connected to a document inside Dynamics 365.
Harness the power of Microsoft business email within Outlook
To Track a touch, select one which isn’t Tracked and click Track. Harness the energy of Dynamics 365 in Outlook
Connect a contact to an Account
Choose the contact and click on Link.
Look for your own account to link to and select Connect.
Harness the energy of Dynamics 365 within Outlook
Click the link for additional information on working together with Contacts.
If you’d like to learn more about how to take advantage of the Microsoft business email App for Outlook, let us know!