microsoft dynamics 365 for outlook on mac

Then of course there's a couple other things that you can do as well, which you can native in Dynamics… If you need to click into the account here to see information around the account you can and it loads up all the information from the account as well. If you wanted to see more information around this, you could. In terms of what appears over here on the right-hand side, this is fully configurable. In this scenario, it's gone away it's found Penny's email address, it's found who she is it's telling us that it’s Penny, she's a contact, she's a CEO, there's a few phone numbers, she works for this organisation, she's currently got an open opportunity. Click on this and then it basically links this email that you’re looking at in your inbox to something in the database. As soon as you plug it in, you can see if you click on the more actions, there's a little Dynamics 365 tab down here. It’s quite common we get asked, ‘Is the experience very different?’, and there are a few things that's slightly different which we can cover.Ī good starting point really is the Outlook web app, if I click on an email, by default you won't see the thing on the right-hand side to start with. I’m going to show you how we can do that via the Outlook App, whether that's on a mobile device, if we're doing it on a browser, and also how it looks on a desktop client. It's quite common that you might want to work within the database but be in Outlook managing your emails and things like that. Hello, a short video explaining how Dynamics 365 integrates with Outlook.

Microsoft dynamics 365 for outlook on mac