Dynamics CRM App for Outlook was first introduced in CRM 2016, today, Microsoft said the next generation of the app called “Dynamics 365 App for Outlook”, will be available in the fall release of Microsoft Dynamics 365.
The next generation of Dynamics 365 App for Outlook is integrated with Dynamics 365 online, as well as on-premises, whether you use Exchange online or Exchange on premises, Dyanamics team writes.
For now, it support Outlook for desktop, Outlook for Mac, and Outlook Web Application. And, soon, support on the Outlook app for iPhone will be adding.
The new app will let customers view the information of all their email receipients, as well quickly view most recently used Dynamics 365 records. Customers additionally will also be able to link an email message to a Dynamics 365 record with just one click. “And all these can be done without leaving Outlook inbox user interface.”
Tracking Outlook contacts, linking them to Dynamics 365 accounts, and syncing these contacts can be easily done now through the new Office add-in. The old Outlook COM add-in is not anymore required.
Now, when you compose same type of message, you can use Dynamics 365 email templates, that help you avoid entering same information over and over. Additionally, you can also attach knowledge articles or sales literature from Dynamics 365 to an email message.
In addition, it’s also possible now to track Outlook meetings and appointments, and Dynamics 365 activities such as phone calls and tasks can be created right inside the Outlook inbox.
To learn more about Dynamics 365 App for Outlook, you can see the video below:
As previously reported, Microsoft is working on its own Slack competitor, and companies owned productivity chat app now rebranded as “Microsoft Teams” (originally Skype Teams) is maingly focused on Office clients and professional users.
The app when releases will bring many standard functions such as chatting, image support, document support, team organization, calendars and more. It will also integrate with other Microsof services like OneNote, OneDrive and Skype.
You can visit the Microsoft Teams webpage here.
— WalkingCat (@h0x0d) October 25, 2016