Looking for a way to copy incoming email activities from Outlook Web App to Microsoft Dynamics CRM? Now if you’re using CRM Online and have installed CRM Online 2015 Update 1, you can use the new CRM App for Outlook to do just that.
CRM App for Outlook is a lightweight app for Office that you can use together with Outlook Web App (included with Office 365) or Outlook 2013 (desktop app). When the app is installed, CRM data appears in context with your Outlook messages.
With Dynamics CRM App for Outlook, you can tap the power of CRM while working in the familiar Outlook environment. For example, you can:
You can open CRM records directly from the app to find or enter more detailed information.
If a record doesn’t exist, you can create it right from within the app!
You can also find out whether an email message is already tracked, and change the regarding record.
You can also create new CRM records for any entity as long as the entity has been enabled for mobile and for multi-entity search.
So how is CRM App for Outlook different from the CRM for Outlook add-in?
Microsoft Dynamics CRM already includes a full-featured CRM add-in for Microsoft Outlook called Dynamics CRM for Outlook. With Dynamics CRM for Outlook (also known as the “Outlook client”), you can do all your CRM work within the familiar Outlook interface if you choose. You can even work offline with Dynamics CRM for Outlook.
Dynamics CRM App for Outlook is a lightweight app that enables you to easily track incoming email, wherever you are.
The following table contrasts Dynamics CRM App for Outlook with Dynamics CRM for Outlook:
Microsoft Dynamics CRM