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SEND AN EMAIL TO DYNAMIC CRM

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Posted on by BillVancity

So we have a number of repetitive tacking tools to update along with Opportunities within Dynamic CRM. I was wondering if there is a Dynamic CRM ribbon within MS Outlook so we could email directly from outlook to a clients CRM Opportunity to update it. to avoid going into to CRM and manually updating that and them going into our manual tracker also. We could just update all the notes within the opportunity from just filling in some fields with an Outlook template.

thanks

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Moximox 2 on at

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Why not use the outlook crm add-in and update the opportunity record directly from outlook?

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Haig Liu Microsoft Employee on at

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Hi BillVancity，

If you often use outlook with your CRM, it is recommended to deploy “Dynamics 365 App for Outlook” for your outlook.

https://www.youtube.com/watch?v=Uk3kmZN4Jjs

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