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…

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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…

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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…

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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…

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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…

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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…

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Dynamics 365 Monthly Update-November 2018

Quick Links: Featured News | Updates and Releases | Additional News Featured News Dynamics 365 October ’18 Update The October ’18 wave of business applications released from Microsoft provides customers with significant capabilities to transform their business. These new services and capabilities include: New intelligence applications that employ decades of AI work pioneered by Microsoft…

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Dynamics 365 Monthly Update-October 2018

Quick Links: Featured News | Updates and Releases | Additional News | Training Corner Featured News Dynamics 365 Customer Engagement Connection Security As of October 5, 2018, Dynamics 365 (online) version 8.2 in the Dynamics 365 Government environment requires connections to the Customer Engagement applications to utilize Transport Layer Security (TLS) 1.2 or higher. This…


Dynamics 365 Monthly Update-August/September 2018

Quick Links: Featured News | Updates and Releases | Additional News | Training Corner Featured News Microsoft Dynamics 365 Update Policy For customers who are currently running older versions of Dynamics 365, Microsoft will continue to provide you with the ability to schedule an update to the latest version and will send reminders to your…

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