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Hi all,
I am new to this forum so apologies in advance if these questions are silly but any help would be appreciated.
We operate a small business and I am trialing Dynamics Sales to get a better hold our sales pipeline - we currently don't use a CRM rather capture info on a spreadsheet. Any step forward will be just that ...
I have signed up for a 30 day trial and all seems pretty intuitive to date - logical process for leads, opps, contacts, accounts etc... I am using the system dashboard (provided as part of the trial and that is fine for my initial needs) .
My questions are about integration with my existing Office 365 account. Currently, I am using Dynamics Sales via the web, I think there is also a sales hub app - but I cannot seem to locate nor install that. Is the trial restricted to web access or should I be able to install the Sales Hub App?
Secondly, part of the reason for trailing Dynamics is the integration with office 365 and apps like Outlook .... so for example, I may want to assign an account to a person in my organization but it is not letting me do that - only me. Or, I might want to copy the details of an existing email in Outlook - so if I was searching for a contact (internal or external) I was hoping that Dynamics would reference my Outlook history and be able to see email contacts via that ... and thereby stopping me retyping an email (into Dynamics) - it would just find it. Or another example, for accounts that are now set up in Dynamics - I I am in Outlook - establish a meeting or sending an email, I would like that to automatically link to the Dynamics trial - its any of this possible in a trial environment?
Cheers in advance for any help and again apologies if I am asking something really obvious!
Cheers.
PS - I am having trouble enabling the forecasting function too as I cannot create a user hierarchy - with me as the only user on the trial - again. perhaps this feature is not enabled in the trail. Any thoughts or guidance in the questions posed here will be appreciated.
Hi MJL1,
Sometimes office365 does not display the power apps application,
It can be refreshed by following link to make the application visible:
https://make.preview.powerapps.com/RefreshApps
Due to the new filtering rules for the list of Office applications,
App icon not visible on Office Portal occasionally happens:
https://forwardforever.com/where-can-i-see-a-list-of-my-power-apps/
Thanks Mohamed, this is helpful. I don't seem to be able to navigate to the specific System Settings page you note but I will keep looking - no doubt user error my end and I am missing something simple.
Thanks Pradeep much appreciated. At this stage I have no need for mobile access (yet) but will do soon. The Sales Hub I was referring too I thought was a desktop application that perhaps had more or different functionality from web access only. Apologies if I am confusing - just muddling through the trial - learning as I go. :-)
Hi,
Please use below link for mobile app access.
https://learn.microsoft.com/en-us/power-apps/mobile/run-powerapps-on-mobile
Thank You,
Pradeep Rai.
HI MLJ,
You can configure the synchronisation between Outlook and your Dynamics 365 Sales Trial.
To do this, you must navigate to Advanced setting>Mailboxes and activate your mailboxe. (Please follow this link)
https://learn.microsoft.com/en-us/power-platform/admin/connect-exchange-online
To synchronise your contacts with Outlook, You can just configure this :
Hope that's helpful for you.
Please mark the answer as verified if that's helpful for you.
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