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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / dynamics vs outlook
Microsoft Dynamics 365 | Integration, Dataverse...
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dynamics vs outlook

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Posted on by Anke 15

Good day

We will start using MS Dynamics as off next month so still testing but we have a question.

We will use this to (hopefully) help our customers better and more efficiently so it will be replacing for a big part Outlook.

In Outlook you can set rules and categorize your emails (but shared boxes are so slow...).

This does not seem to be possible in Dynamics? It would seem logical to me that some kind of AI or other would be integrated in Dynamics to easily define certain things?

Can somebody explain the difference?

Kind regards, 

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi Anke,

    In Dynamics, there is an OOB activity table--'Email', all email records are stored there.

    pastedimage1676600793966v2.png

    If you want to categorize your emails in dynamics, you can create some views with different conditions to filter these email records.

    --Go to Power apps, Tables > Email > Views:

    pastedimage1676600938359v3.png

    --Add columns you want, and add filters:

    pastedimage1676601086309v4.png

    --Save and Publish

    For users who can't access Dataverse, they can create personal views in the UI of the app.

    --Edit columns and filter, then save as new view:

    pastedimage1676601321971v5.png

    ========================

    More details about view:

    https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-edit-views 

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