outlook connector to dynamics 365 Sales professional

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Posted on by Free Bird

I have not been able to find an answer to how to connect outlook to dynamics 365. All I can find is a paid app by a third party

According to the information in this post, there is supposed to be a free linker. that information was correct as of early 2020, however it is not clear if that connector still exists

INCREASE PRODUCTIVITY WITH DYNAMICS 365 APP FOR OUTLOOK WEBINAR.

Can anyone advise on this

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Nya 29,060 on at

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Hi,

You can follow the next steps to deploy the Dynamics 365 App for Outlook.

Go to Advanced Settings > Settings > Email Configuration > Mailboxes to set up the mailboxes for each end user.

Approve and test the email.

Make sure the status of the email shows success.

Open the app from Advances Settings > Settings.

Add the user into the app and save it.

The app will be shown in the client of Outlook after setting the above steps.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Community Member on at

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Also make sure that the Dynamics 365 app for Outlook security role is added for each user. Without this the users will not be able to use the app.

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Free Bird 5 on at

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Thanks Nya and Debbie... perfect response and now all working

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