Track incoming email from anywhere with the new CRM App for Outlook


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. 

Note: CRM App for Outlook is a Preview feature.  It isn't supported by Microsoft at this time, and it's only available in North America.  Preview features offer you a chance to get an early look at new features and provide feedback.

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: 

  • Preview information about contacts and leads stored in CRM. Find a phone number or company name for a contact or lead, preview the last and next activities for that contact or lead, or see other related records.

You can open CRM records directly from the app to find or enter more detailed information.

  • Track an incoming email message and (optionally) link it to an existing record in CRM. For example, you might want to link an email message to a specific account or opportunity. 

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.

  • Create CRM contact or lead records for people on the From list if they aren’t already included in the CRM database. 

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:

Dynamics CRM App for Outlook is offered as a Preview feature. Preview features must be enabled by a CRM system administrator and are subject to special terms of use. For more information on Dynamics CRM App for Outlook, including prerequisites for deploying and using the app, see the CRM App for Outlook User’s Guide. For information on Dynamics CRM for Outlook, see the CRM for Outlook User’s Guide. For other great CRM content, visit our CRM Help & Training site.  

Track on!

Bryce Holmes

Content Developer

Microsoft Dynamics CRM 


Comments (12)

  1. Ricardo says:

    Additional technical information:

    Correlation ID: 71e..............

    Timestamp: 2015-07-15 23:26:00Z

    AADSTS50011: The reply address 'port.crm.dynamics.com/.../index.pt-br.html' does not match the reply addresses configured for the application: 602...................

    Im having trouble signing in with Dynamics CRM Web App. No idead what it could be. Someone could help me?

  2. Ricardo says:

    My email address is ricardo.frasson@dataseek.com.br

    Additional technical information:

    Correlation ID: 71e..............

    Timestamp: 2015-07-15 23:26:00Z

    AADSTS50011: The reply address 'port.crm.dynamics.com/.../index.pt-br.html' does not match the reply addresses configured for the application: 602...................

    Im having trouble signing in with Dynamics CRM Web App. No idead what it could be. Someone could help me?

  3. Alex says:

    This is a great plugin for Outlook web app. I have a couple of hundreds email not synchronized with CRM just because I can synchronize only 1 computer with CRM, and most of the time I am at different computer, this is going to improve my situation a lot for me.

    Thanks,

    Alex Shapovalov

    Independent .NET Contractor

    https://yaplex.com

  4. Petr says:

    I have a chat with MS support today. This app is working only for North America region at the moment.

    They wasnt able to give me any exact date when it will be supported for other regions.

  5. Not working in europe says:

    because the app is only looking for crm.dynamics and not for crm4.dynamics. When will this be available ?

    Thx,

    Roland

  6. Jonathan Lee says:

    Looks like a great application; however, current testing shows some issues which needs to be addressed before it can have a good user adoption.

    When you click on "Track" after clicking on "Dynamics CRM" from the OWA email, the email is not tracked immediately.  Instead a message

    "To be Tracked regarding: ..." appears next to the email in the detail window.  However, even after an hour or so, the record does not appear in CRM and message in OWA still says "To be Tracked..."

    Furthermore, after you create a Case from "CRM App for Outlook", the originating email doesn't get associated to the case.  I can see that a case has been created and it is owned by the creator when I look at it in CRM.  One other observation is that even though you created a new case, the "CRM App for Outlook" view show "Case Associated View (0)".

  7. Michael says:

    Is it possible to get this extension to work with "Open another mailbox..."? Also is the ETA on when this would be available outside North America?

  8. 365blog says:

    @Michael The app is added to the Exchange Server, not the client. So as long as the app has been added to the Exchange service for both mailboxes (and Server-Side Sync is set up on both) then the app should work in both cases.

    The app will be available outside North America in the September app update.

    Thanks!

  9. tyler says:

    Very informative post regarding in <a href="http://www.xicom.biz/.../crm-application.html">crm software</a> thank you for sharing this type post.

  10. PeB says:

    will some kind of App or Outlook Integration at some time be released for MAC?

    THX, Gr. PeB

  11. Tom Cadman says:

    When is this Preview being made available to European Clients / Partners?

    Tom

  12. 365blog says:

    @PeB at this point it's supported on the following browsers, though we are looking at expanding this list:

    Internet Explorer 10 or Internet Explorer 11

    Google Chrome version 41 or later

    @Tom this will be available outside of NA with the September App Update.

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