In this video, learn how to connect Dynamics 365 with Outlook to easily track emails and create contacts, leads, or accounts without leaving your inbox. This video covers configuration steps and additional helpful features to maximize the benefits of the Outlook and Dynamics 365 integration.
This video consists of:
Intro: 00:00
Prerequisites: 00:12
Set up Security role: 00:32
Add users to D365 App for Outlook: 01:15
Demonstration: 02:30
Feature #1: 03:14
Feature #2: 05:22
Feature #3: 06:25
Outro: 07:07
Link to video for ‘Configuring Mailbox in Microsoft Dynamics 365 CE’: Step-by-Step Guide’: https://youtu.be/jFCu1dv2exk?feature=shared
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