Dynamics Community Forum Thread Details

Integrating Emails with Dynamics CRM

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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