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ReportCan i use ' dynamics 365 ' add-in tab to create new cases or new opportunities ?
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Can i use ' dynamics 365 ' add-in tab to create new cases or new opportunities ?
Hi,
If you want to configure Dynamics 365 for Outlook client, you could download here.
www.microsoft.com/.../details.aspx
BR,
Judy
Hi ,
Thanks for the info....How to have that Judy....Please advise..
Regards
Touqeer
Hi,
You are using Dynamics 365 App for Outlook instead of Dynamics 365 for Outlook client.
They are different.
BR,
Judy
Please see below snap of my out look screen snap....and suggest why there are less options with Dynamics 365 add-in tab.?
Hi,
Please see the following screenshots for a reference.
BR,
Judy
Hi ,Thanks
The screens with me are different... I dont see all these options...How can I share my screen snap with you ....There is no attachment option here... Please advise
Regards
Hi,
Please take a look at the following screenshot below.
1. Click "Dynamics 365" in the command bar.
2. Click the drop-down arrow of "Dynamics 365 record", choose the Entity which you would like to create a new record.
Hope it helps.
BR,
Judy
Thanks
Please share any steps involved ...for creating a new opportunity or a new case..I couldn't find any ...
Hi,
Of course you can. After you integrate Dynamics 365 and Outlook, you could directly create a new case and opportunity from Outlook without opening Dynamics 365 interface.
Hope it helps.
BR,
Judy
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