Since the December 2016 update, the Dynamics 365 App for Outlook has not only become faster and more intelligent, but also the usability has improved enormously. It is now even easier to track emails, create follow-up tasks, and schedule appointments.
With the Microsoft Dynamics 365 App for Outlook it is possible to link emails and Outlook appointments with existing Dynamics 365 records or to create new records and to link them with one click with an e-mail.
The CRM Add-On for Outlook is a popular and highly appreciated feature, which not only allows you transfer Outlook data with to CRM system, but also enables you to convert emails to an entity, such as a lead, opportunity or order, saving you a lot of time an effort. Take a look at this article to find out more!
The user-friendly and responsive App for Outlook allows its users to create a connection to CRM data. Among other features, users will now be able to track emails or convert emails to an entity within Microsoft Dynamics 365.