Microsoft made the Dynamics 365 App for Outlook available just a few months ago, and many folks have written excellent articles on the topic. I would recommend you review the Microsoft Documentation site for these articles "Deploy Dynamics 365 App for Outlook" and "Dynamics 365 App for Outlook User Guide".
Once you understand how the app is deployed and how it works, the rest of this article will make more sense.
Many people have looked at the Dynamics 365 App for Outlook as a way to replace the classic Dynamics 365 for Outlook (client). And, if that's what you are looked to do, then by all means, go for it. But, I would like to highlight that it's available in three places and not just the one place that most people expect.
What are those three places? Well, I'm glad you asked.
The first way to access the Dynamics 365 App for Outlook is the obvious way...within Outlook! After the app has been deployed to your Outlook client, you will noticed a Dynamics 365 button added to your Outlook ribbon.
You can click on this button to open the Dynamics 365 App for Outlook panel on the right-hand side of your Outlook application.
If you would like to understand how to interact with the panel, review the "Dynamics 365 App for Outlook User Guide".
The second way to access the Dynamics 365 App for Outlook is within Outlook on the web (OWA). If you have an Office 365 subscriptions that includes access to your email through the browser, then navigate to https://outlook.office365.com. You will be prompted to log in with your credentials. After logging in, select an email within your Inbox. You will then notice small "D" icon on the right-hand side as indicated below in the red box.
Clicking on this button will open the same panel on the right-hand side within your browser.
The third way to access the Dynamics 365 App for Outlook, and one that not many people are familiar with, is within the Outlook mobile app. You will need to install the Outlook mobile app on your mobile device. Once it's installed, you will need to set up the same email account that is used for your Outlook client and OWA.
After you have this set up, you can access the Dynamics 365 App for Outlook. Below are the steps to do so:
Once the Dynamics 365 panel is displayed, you will have the same options to track the email or to use the "Set Regarding".
Hopefully, you picked up a useful tip today. And, you can see that the Dynamics 365 App for Outlook can be leveraged in more ways than one.
Until next time...
Aaron Back is Microsoft Certified Professional with many years' experience with Microsoft Dynamics 365 (CRM). He is actively involved with the Microsoft Dynamics 365 UG (D365UG) (User Group) Community. His involvement includes: Serving as Chapter Leader for his local D365UG Chapter, serving on the D365UG Board of Advisors, and speaking at the annual D365UG Summit conference.
ACE Microtechnology, Inc. is a professional services firm committed to delivering Dynamics 365 (CRM) business solutions to small and medium sized organizations. Our focus is on delivering products and services that improve our clients’ business operations. ACE has developed specialties in serving the lite manufacturing, distribution and the hospitality industry.
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