Note: this action will have to be performed as a System Administrator. Step 1: check if your organization has a subscription to enable Microsoft Exchange. This will enable the end user to send/receive mail within Dynamics 365 and allow the user to download the app. It is extremely important for organizations to have a subscription that connects to the Microsoft Exchange server. On-premises is also supported and requires knowledge of your Exchange server information. The environment on which we will focus in this blog will be for Dynamics 365 Online.
CONFIGURING OUTLOOK FOR OFFICE 365 HOW TO
In this blog, we will look at how to set up and configure the Dynamics 365 App for Outlook as this is the prerequisite to use the app successfully. The aforementioned feature can be found in another blog by PowerObjects which looks at five things we love about this app, along with other super cool functionalities! End users are also able to track sent/received emails back to Dynamics 365 alongside "track regarding" which tracks an email connected to the contact, case, account, and other records. The Dynamics 365 App for Outlook is a great tool that enables end users to access Dynamics 365 records directly within the Outlook client. Today we are going to cover an awesome Dynamics 365 feature, and that's the Dynamics 365 App for Outlook!