Utarbeidet med KI.
What is Dynamics 365 App for Outlook?
App for Outlook is Microsoft's add-in that connects Outlook and Dynamics 365. It replaces the old Outlook client and works in Outlook on the web, in Windows, and on mobile devices.
When you open an email from a customer, the app shows who the sender is in the CRM, any open cases and sales opportunities, and the latest activity. This gives you context before you reply, without having to switch windows.
Track the email to the right customer, create a follow-up task, add a new contact, or open the record in the full version when you need more.
The user must have a license and the correct security role, and the mailbox must be configured for server-side synchronization. If any of these three requirements is missing, the app will not appear—this is the most common support issue.
Still et spørsmål eller del hva som hjalp deg.
Del et spørsmål eller en refleksjon.
Bli den første som bidrar.