Dynamics 365 (online) version 9.0 offers an interactive Unified Interface that is designed to provide a consistent experience across devices. With this week’s release, the Dynamics 365 App for Outlook version 9.0 is generally available to all customer organizations on Dynamics 365 (online) version 9.0. Here are some of the new features in App for Outlook.
We have brought the responsive user experience on Dynamics 365 closer to Outlook by leveraging the components and design principles of Unified Interface. Users can enjoy a consistent experience across browser, desktop, mobile and now Outlook.
Track an email or an appointment in Dynamics 365 App for Outlook and view the activity record right within Outlook.
Create a new record in the app by using the quick create function.
Pin and dock the Dynamics 365 App for Outlook in Outlook desktop and be more productive.
Search Dynamics 365 to quickly get to your data.
If you are not already set up to use Server-Side Synchronization, please refer to instructions on how to set up server-side synchronization before proceeding further. Microsoft Dynamics 365 App for Outlook paired with server-side synchronization enables you to tap into the power of Dynamics 365 while you’re using Outlook on the desktop, web, or phone.
After setting up server-side synchronization and setting the required privileges, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed. The users do not need any special rights on the local computer for this process.
Updates to App for Outlook are pushed from the Dynamics 365 server automatically. There is no action required by the user to receive or check for updates.
If you are using Dynamics 365 App for Outlook and Dynamics 365 for Outlook at the same time, choose one or the other for tracking. We do not support tracking in both simultaneously as it is known to cause data inconsistencies in some cases. Microsoft Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to integrate Microsoft Dynamics 365 for Outlook, as it enables you to tap into the power of Dynamics 365 while you’re using Outlook on the desktop, web, or phone.
As a precaution and a best practice, we recommend that you uninstall Dynamics 365 for Outlook after the Dynamics 365 App for Outlook is deployed, by following the steps listed here.
After the Dynamics 365 App for Outlook is deployed, previously synced emails, appointments and contacts will remain in sync with Dynamics 365. Their Tracked and Regarding status will be reflected in the app.
Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook
Dynamics 365 App for Outlook User Guide
Dynamics 365 Customer Engagement Readme / Known Issues
Manual post-upgrade configuration for System Administrators
Customer Driven Update process
Program Manager, Dynamics 365 Customer Engagement