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 Transcriptclose transcript
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.