CRM for Outlook

Looking for an Outlook compatible CRM? Try Microsoft Dynamics 365

All Microsoft Dynamics 365 end user functions are fully accessible in Outlook.

Tight integration between CRM and Outlook ensures that all teams can manage emails, schedule appointments, capture customer discussions and much more within a familiar interface.

With Dynamics 365 and Outlook you can:

  • Automatically link Outlook emails to associated CRM records including contacts and opportunities
  • Create personalised CRM views in Outlook
  • Access all Dynamics end-user functions in the Outlook interface
  • Open CRM records from any linked Outlook email
  • Rely on the familiarity of Outlook to reduce training costs & gain rapid user acceptance

Choose between a light app for Outlook web access to track emails in Dynamics 365 across virtually any device, or deploy the full CRM for Outlook desktop client.

Demonstrating Dynamics 365 App for Outlook

Examples of how to use Dynamics 365 functions and access CRM information in Outlook using the D365 app to attach emails, and schedule appointments or tasks.

Video Transcript

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Hello, a short video explaining how Dynamics 365 integrates with Outlook. It's quite common that you might want to work…

Utilizes Outlook Functions

Apply native Outlook tools to Dynamics including pinning views. For example, high value opportunities and your top accounts.

Create new CRM Records from Emails

Instead of copying and pasting data, Dynamics 365 enables new records to be created directly from emails. Simply click to convert an email to a new CRM lead or opportunity.

Automatically Files Emails in CRM

The Dynamics 365 App for Outlook tracks and synchronises email and calendar data between Outlook (Exchange) and Dynamics 365 apps. Server Side Synchronization is an asynchronous service that runs in the background to sync items between Exchange and Dynamics 365 apps.

Office 365 + Dynamics 365

Find out more about how Office 365 is better together with Dynamics 365.

Microsoft 365 + Dynamics 365

See more examples of how Dynamics 365 works with Office productivity tools including Teams, Forms and Sharepoint.

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