Big Improvements in Mobile Outlook / CRM Integration

Now you can track emails in Dynamics 365 anytime, anywhere.

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I was out of the office the other day when I received a couple emails I wanted to 1) track-back to Dynamics 365, and 2) create new Lead records for. If you’ve tried the same thing on your phone in the past, you know what a pain it was. Not any more. The “Microsoft Dynamics 365 App for Outlook” has changed all that (http://bit.ly/2ur0aVl).

Before the new app, the only way to do what I wanted was to install the CRM For Outlook plug-in (NOTE: You may know it as The Outlook Client). The plug-in was buggy, slowed-down Outlook considerably, and frequently crashed it. And oh yeah, Outlook had to actually be running to track emails — either automatically or manually.

With the new “Microsoft Dynamics 365 App for Outlook” and the Microsoft Outlook app, you can now easily track emails to CRM Contacts, Accounts and other records.

Instead of a plug-in that has to be downloaded, installed and configured by each user, the 365 App for Outlook can be centrally-deployed by Admins. All end-users have to do now is just sign-in.

Back to my story
A buddy invited me to lunch with a friend of his who might be a good prospect for 2B. Right there on my phone, I was able to track the emails and create a new lead directly from my mobile device in less than 60 seconds.

(Hopefully the 4 screen shots below, taken on my iPhone 6, will provide an easy step-by-step guide for you to do it yourself.

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It really is easy. But there is one caveat: You have to use the Outlook App, not your device’s native email client. Which certainly wasn’t a problem for me. I’ve been using Outlook on my phone for a while now, and I think it’s fantastic. This new plug-in is just one more reason I recommend it over your native mail App.

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Now I can easily track emails and create new Dynamics 365 records with just a few taps on my phone — no matter where I am, no matter what time of day. Which is great because, if you asked me, that whole Good Night’s Sleep thing is really over-rated.   😉

COMING SOON: A full-feature review of the mobile Outlook App.
Which, in case you forgot, is fantastic!

One Response

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