Microsoft Dynamics 365 App for Outlook – New Features and Better Performance

With the latest enhancements, Dynamics 365 App for Outlook paired with server-side sync is the preferred way to integrate Outlook email with Dynamics 365.

When you start Dynamics 365 App for Outlook, the app is pinned to the right side of screen. The information displayed in the app shows the recipient list and related info for the selected email message.

With the updated Dynamics 365 App for Outlook, you can:

See info about all email recipients (including distribution lists). Email recipients are automatically mapped to Dynamics 365 contacts, leads, or users, so you can see the recipient’s picture (if available), name, job title, company name, business phone, and mobile phone.

If a recipient is unknown, you can quickly add the recipient as a contact or lead. You can also set the regarding record with a single click, call the recipient, or add an activity (appointment, phone call, or task).

See more info about contacts and leads in the related records summary. For example, you can see account information for the contact or lead. Click the account to open the record directly in Dynamics 365.

Click the Set regarding button to set the regarding record to that account. You can also see related records for opportunities, cases, stakeholders, and competitors (as well as custom entities), and set the regarding record.

Easily set or change the regarding record from pinned records or most recently used records.

If you search for a record, you can also take advantage of the new Relevance Search if you’re using Dynamics 365 (online) and if your organisation opts in. With Relevance Search you can display results from multiple entities in a single list, sorted by relevance. If you’re using Dynamics 365 (on-premises), you can continue to use Categorised search.

Create new records for any entity. For example, create a new contact, lead, opportunity, case, or account record. You can also create new records for custom entities.

• Track meetings and appointments (in addition to email).
• Save time when you’re composing a message by using email templates.
• Add and attach sales literature or knowledge base articles when you’re creating an email message or appointment.

Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook

The following table compares Dynamics 365 App for Outlook features with Dynamics 365 for Outlook (also known as the Outlook client or add-in) as of the December 2016 update for Dynamics 365 (online and on-premises).

Requirements

The following are required to use Dynamics 365 App for Outlook:

• Microsoft Dynamics CRM Online 2016 Update, or December 2016 update for Dynamics 365 (online and on-premises)
• Synchronisation of incoming email through server-side synchronisation.

For full requirements details get in touch.

Even better, the Microsoft Dynamics 365 for Outlook app is also much faster than before.

It supports all Dynamics 365 and Exchange configurations, including hybrid configurations (Dynamics 365 (online) with Exchange Server (on-premises) or Dynamics 365 (on-premises) with Exchange Online).

More great reasons to make the switch to Microsoft Dynamics 365!

Contact Sysco today to find out how to transition and increase the speed of doing business with Microsoft Dynamics 365 whether your business is Sales, Customer Service, Field Service, Project Management or Marketing. Microsoft Dynamics has the application platform to suit each business requirement.