Know about Dynamics CRM app for Outlook

5. To access Quick Access Toolbar, click on CRM tab and then choose your options from the Quick Access Toolbar

Know about Dynamics CRM app for Outlook

Are you an Outlook geek? Can’t you image anything but Outlook? No problem, Dynamics CRM brings Dynamic CRM for Outlook app for you. It provides similar interface of Outlook which will remove hassle of habituating with a new UI.

CRM App for Outlook provides an interface which is more than just like tracking emails. You don’t have to download any software. Just add a plug-in from your CRM Account and start tracking emails, and finding records from your Dynamics CRM.

In your Outlook client, you have access to full functionality and areas of CRM and CRM data. You also have some extra features and functionalities. You can easily manage your tasks from your Outlook client.

Outlook is one of the most Gorgeous mail management servers. Many people are used to use only Outlook to manage their emails. Keeping in mind these users, Microsoft developed Microsoft Dynamics CRM app for Outlook. You can add contact and other activities by tracking them to CRM which will save your significant amount of time. Moreover, it automatically process re-typing data into a new record in CRM. Also, you can attach different types of articles with emails through Outlook.

Recreating tasks, contacts, documents etc. to the CRM takes too much time. Through Dynamics CRM for Outlook, you can easily transfer your emails, contacts, documents and tasks from Outlook to your CRM. After transferring all these, you can again manage these from your Outlook. So, everything is at your hand.  🙂

Dynamics CRM app for Outlook Installation

Step1. Login to your account and click on the settings button from top right corner,

Know about Dynamics CRM app for Outlook

Step2. Click on the “Apps for Dynamic CRM” link

Know about Dynamics CRM app for Outlook

Step3. Click on “Download Dynamic CRM for Outlook” button and save the executable file

Know about Dynamics CRM app for Outlook

Step4. If download is not started and you get this window, please click on the following link

Know about Dynamics CRM app for Outlook

Step 5. Run executable file. In the Browse for Folder dialog box, select a folder to store the extracted Outlook files. It’s recommended to extract files in a separate folder.

Step 6. On the License Agreement page, select I accept the license agreement, and then click Next.

Step 7. Click Install Now button to install Dynamics CRM for Outlook to install it without offline capability. To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook.

Step 8. Installation is done. Now it’s time to configure it. Run configuration wizard from all programs of your computer and click on Add button. It will open the following window. Please putt your server address and click on Connect button. It will ask for username and password. Put your username and password.

Know about Dynamics CRM app for Outlook

You have installed and configured your “Dynamics CRM for Outlook” app.

Dynamics CRM for Outlook Settings

You can change your personal settings easily. Let’s see step by step,

1.       From the ribbon, click on the File tab.

Know about Dynamics CRM app for Outlook

2.       Now click on the CRM -> Options

Know about Dynamics CRM app for Outlook

3.       This will open the following window. On General tab, you can change general settings. You can change your Email settings from E-mail tab. You can use all other tabs for your personal settings.

Know about Dynamics CRM app for Outlook

4.       You can create a quick access toolbar where you can do all CRM related activities like creating new records, creating contacts, making appointment etc. At first right click on the ribbon and click on Show Quick Access Toolbar Above the Ribbon. You can add or remove buttons from quick access ribbon.

Know about Dynamics CRM app for Outlook

5.       To access Quick Access Toolbar, click on CRM tab and then choose your options from the Quick Access Toolbar.

Know about Dynamics CRM app for Outlook

6.    You can also search people from this toolbar

Know about Dynamics CRM app for Outlook

That’s all for today. Hope you find this useful. See you again  🙂

video reference from: Microsoft Dynamics 365

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