Microsoft Outlook brings together email, calendar, contacts, and tasks. For most people, it is the application they keep open all day, making it a natural place to integrate CRM and follow-up activities.

Customer conversations where they happen

With the Dynamics 365 add-in, salespeople can view the customer record, log activities, and create follow-up tasks directly from the email. This ensures that the customer history is stored in the CRM without anyone having to enter it manually afterwards.

Secure inbox

Email remains the most common entry point for fraud attempts. Microsoft Defender for Office 365 checks links and attachments before they reach the user, while sensitivity labels prevent confidential content from being sent out by mistake.