Integrating Emails with Dynamics CRM

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Posted on by Henry_Aspinall

Hi all,

I've recently been moved over to Dynamics CRM but am having issues integrating it with my Office 365 emails. I have been told that I need to select the tracking option each time I send or receive an email in a new email chain. Is there a way to automatically pull through my emails without having to manually add them to a lead or opportunity every time?

I would also like to sync my calendar so I don't need to track every appointment or booking I have into CRM.

Lastly, is there a way to upload files to CRM as to associate them with an opportunity/ account.

Thanks in advance for your help!!

Henry

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