web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Open an email activity...
Microsoft Dynamics CRM (Archived)

Open an email activity in Outlook from CRM 2015 or CRM Online

(0) ShareShare
ReportReport
Posted on by MezMarianne 1,267

I have a client who would like to open emails in Outlook instead of CRM.

Why? Because some people just like the look and feel of Outlook better than CRM....

I have had a look at this blog post: https://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/08/09/open-an-email-activity-in-outlook-from-dynamics-crm but cannot get it to work on my 2015 test environment.

Does anyone have a solution on how to get emails to pop in an Outlook window?

The emails could be any saved/tracked email in CRM - not just the ones they are owner of.

I would like to be able to do this both in a CRM Online organisation and in a CRM 2015 On Premise organisation.

Kind regards

Marianne Christensen

*This post is locked for comments

I have the same question (0)
  • RobG Profile Picture
    RobG on at
    RE: Open an email activity in Outlook from CRM 2015 or CRM Online

    AFIK the script on the PowerObjects post uses ActiveX, which requires IE. It *should* open in Outlook since it calls IE to render pages. If it is not, make sure you have your CRM sites in the "Local Intranet" zone of IE. I'm looking to do something similar, will let you know how it goes!

  • MezMarianne Profile Picture
    MezMarianne 1,267 on at
    RE: Open an email activity in Outlook from CRM 2015 or CRM Online

    Hi Mattermani

    No I did never get a solution for this. Please let me know if you find one.

  • mattermani Profile Picture
    mattermani 40 on at
    RE: Open an email activity in Outlook from CRM 2015 or CRM Online

    Hi Marianne, I have the same requirement and wondering if you got around to get this working. I am looking to open the CRM email in outlook, so the user can continue editing in outlook if required. Appreciate some pointers on this. Thanks.

  • MezMarianne Profile Picture
    MezMarianne 1,267 on at
    RE: Open an email activity in Outlook from CRM 2015 or CRM Online

    Hi

    Sorry for the late reply.

    I am not looking for a way to track an email in Outlook. The scenario is:

    An email has been tracked in Outlook by User A.

    User A deletes the email i Outlook.

    Some time later user A finds the tracked email i CRM eg. under the Contact. He would like to be able to click the email and have it open in Outlook.

    or

    User B finds the tracked email i CRM - and regardless of whether it still exists in User A's Inbox, she would like to open it and forward it. She would like it to pop open in an Outlook window.

    I know that this can be done directly in CRM. And everything will be tracked. CRM wise it is neater to do it in CRM. 

    But the users (A + B) just really like Outlook. They can only work when an email is displayed in Outlook. The buttons are all where they are used to having them. The formatting options are better. The attatchment of a file can be done by drag-and-drop.

    I know it is not a OOTB possibility. So I am asking if anyone has found a working method for opening an email activity from CRM in Outlook and transferring the data from the different CRM fields to the according Outlook fields.

  • Community Member Profile Picture
    Community Member on at
    RE: Open an email activity in Outlook from CRM 2015 or CRM Online

    Hi Marianne,

    In order to do what you are looking to achieve, you would need CRM client for Outlook, which basically mean accessing CRM from within Outlook.

    You would need to install CRM client for Outlook according to the suitable CRM version on every user's machine who want to access CRM and the emails from Outlook.

     

    Please go through :- http://www.microsoft.com/en-us/dynamics/crm-customer-center/synchronizing-data-with-outlook-or-exchange-faq.aspx

    and

    http://www.microsoft.com/en-us/dynamics/crm-customer-center/overview-of-tracking-records-in-crm-for-outlook.aspx

     

    Do let us know if you have any other queries on this.

     

    Thanks!

    Vijay| Microsoft Dynamics CRM Support engineer

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans