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Microsoft Dynamics CRM (Archived)

How to outlook integration in MS dynamic CRM?

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outlook integration in MS dynamic CRM

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  • Suggested answer
    Nithya Gopinath Profile Picture
    17,078 on at

    Hi suriya,

    Please refer the link below.

    www.microsoft.com/.../set-up-dynamics-365-for-outlook.aspx

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    This video link will helps you

    https://www.youtube.com/watch?v=Y5vThspNYVQ

    Thanks...

  • Community Member Profile Picture
    on at

    Hey, Suriya! Figured this out yet? Just in case you needed more resource, you can check this post within the MS Dynamics community:

    community.dynamics.com/.../dynamics-365-outlook-integration

    It also containts a bunch of other useful links that can help you with any set up or topic related to integratiing Outlook in MS Dynamics. Cheers!

  • Johnny Gong Profile Picture
    6,482 Moderator on at

    Hi,

    You could refer to the Microsoft official article "Integrate (synchronize) your email system with Microsoft Dynamics 365" which introduces several methods to integrate outlook with CRM Online. In addition , it's more suggested to use server-side synchronization with app for outlook at the latest CRM Online Version.

    technet.microsoft.com/.../dn832099.aspx

    Difference between D365 for Outlook (otherwise known as the “Outlook add-in”) and App for Outlook:

    blogs.msdn.microsoft.com/.../continued-support-for-outlook-add-in-dynamics-365-for-outlook

    Step by step Dynamics 365 App for Outlook Installation Guideline:

    community.dynamics.com/.../how-do-you-install-the-dynamics-365-app-for-outlook-preview

    Hope it would help!

    Regards,

    Johnny

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