Looking for a way to copy incoming email activities from Outlook Web App to Microsoft Dynamics CRM? If you’re using CRM Online and have installed CRM Online 2015 Update 1, then you can use the new CRM App for Outlook.
Dynamics CRM App for Outlook is a lightweight Office app that you can use together with Outlook 2013 or Outlook Web App (included with Office 365). You can use the app to track incoming email in Microsoft Dynamics CRM. When you track an email message, a copy of that message is stored as an email activity record in Microsoft Dynamics CRM. You can then access that activity record in CRM, Dynamics CRM App for Outlook, Dynamics CRM for Outlook, or in the CRM mobile apps.
With Dynamics CRM App for Outlook, you can:
Tap the power of CRM while working in the familiar Outlook environment.
Track incoming email wherever you are, as long as you have access to a browser.
Track an incoming email message and link it to an existing record in CRM. For example, you might want to link an email message to a specific account or opportunity. If a record doesn’t exist, you can create it right from within the app!
Find out whether an email message is already tracked, and change the regarding record (the CRM record that the message is linked to).
Create CRM contact or lead records for people on the From list that aren’t already included in the CRM database. You can also create new CRM records for any entity (record type), as long as the entity has been enabled for mobile and for multi-entity search.
Preview information about contacts and leads stored in CRM.
Open CRM records directly to find or enter more detailed information.
The following are required to use Dynamics CRM App for Outlook:
CRM Online version: Microsoft Dynamics CRM Online 2015 Update 1
Exchange Online
Synchronization of email through server-side synchronization
Plase note that the Dynamics CRM App for Outlook Preview is currently only available for CRM Online organizations in the North America region. Support for other regions will be added at a later date.
Please contact us for more information on the Dynamics CRM App for Outlook.