Dynamics 365 App for Outlook Part 7-Helpful tips for using the App

Welcome to part 7 of the App for Outlook blog series. In this post, we are going to go over a couple helpful tips when using the App for Outlook.   Create a Set Regarding record on the fly and automatically track to that record If you need to create a new record, such as…


Dynamics 365 App for Outlook Part 6-Working with Contacts

Finally, we are going to take a closer look at working with Contacts through the App for Outlook. Where do I find the Dynamics 365 App for Outlook for Contacts? The contact view shows up differently than the App appears on Emails or Appointments. It must be accessed through the Add-in, accessible at the bottom…


General Availability: Dynamics 365 Channel Integration Framework – Bring your own channel provider with ease

We are thrilled to announce the general availability of the Dynamics 365 Channel Integration Framework. Channel Integration Framework is a cloud-to-cloud extensible framework to integrate third-party channel providers with Dynamics 365 Unified Interface Apps using a browser-based JavaScript API library. With this framework, you can integrate any third-party channel provider or channel aggregators into Unified…


Dynamics 365 App for Outlook Part 5-Working with Appointments

For part 5 of the Dynamics 365 App for Outlook series, we are going focus on specific appointment tracking scenarios. In the following post, we will break down contacts. Let’s get into it… If I receive a meeting request, can I track this into Dynamics 365? You cannot track a meeting request. You will receive…


Dynamics 365 App for Outlook Part 4-Working with Emails

Welcome back to part 4 of the Dynamics 365 App for Outlook series. In this post, we are going focus on more specific email tracking scenarios. In the following days, we will break down appointments and contacts.   The first area that needs some attention is automatic email tracking. In the last post, we went…

8

Dynamics 365 App for Outlook Part 3-Settings that affect tracking and correlation

For part 3 of the App for Outlook series, we are going to take a look at the settings that affect tracking.   Let’s start at the organization level settings with System Settings. (We will not be covering folder-level tracking, as the App for Outlook is not required for this)     Configure email correlation…

2

Dynamics 365 App for Outlook Part 2- What is supported?

For this part of the Dynamics 365 App for Outlook series, let’s talk about what is supported.   At the time of this post, I am covering what is currently supported, including the specific features and clients for which they are available.   Here is the link to the Requirements documentation, which is updated and…

2

Dynamics 365 App for Outlook Part 1- The Basics

With the recent release of the new version of Dynamics 365 App for Outlook in 2017 along with v9.0 and the new unified interface, there has been quite of bit of ongoing work to bring features and improvements in this area. As many organizations are now in the transition from the legacy Dynamics 365 for…

4

University of Canberra transforms data foundations and brings in the bots

Universities can be challenging to navigate for young undergraduates – and tricky even for more seasoned students and employees. The faculty structure, the array of courses, multiple campuses, and occasionally bewildering processes may initially raise more questions than answers. The University of Canberra (UC) is on a mission to strip out the complexity and streamline…


Friday Five: Azure IaaS, Dynamics 365 and More!

How to use Azure Infrastructure-As-a-Service (IaaS) in the most cost effective way – top 10 – survival guide Christiaan Brinkhoff works as a Cloud Architect and Evangelist and owns his own independent consulting firm, where he focuses mainly on Public Cloud infrastructures and End-User Computing environments for the larger multinational enterprise customers for the EMEA and…