In Microsoft Dynamics 365, Users can associate E-mails with their Dynamics Instance.
E-mailing is a preferred customer channel in Dynamics 365, and it is also an effective channel for lead nurturing and other sales activities. Switching back and forth between a CRM and a contact centre or email client is time consuming and can reduce productivity, but many CRM solutions integrate with email and bring additional benefits.
Approach to achieve this requirement:
- Security Role
- E-Mail Configuration
- Add Dynamic 365 App to Outlook
- Add an account with Outlook
- Security Role:
Step 1: Navigate to Advanced Settings -> Security -> Users.
Step 2: Select the User.
Step 3: Navigate to Manage Roles.
Step 4: Provide user a Security Role – Dynamics 365 App for Outlook User in your Dynamics.
2. E-Mail Configuration:
Step 1: Navigate to Advanced Settings -> Email Configuration.
Step 2: Navigate to Mailbox and open it.
Step 3: Select the required Mailbox and open it.
Step 4: Synchronization Method à Appointment, Contacts and Tasks.
Step 5: Select MicrosoftDynamics 365 App for Outlook.
Step 6: Save the Form.
Step 7: Click on Approve Email option. A pop-up message Approve Primary Emailwill appear then click on OK.
Step 8: Click on Test & Enable Mailbox. A note will reflect, check the note, and click on OK.
Step 9: Save & Close the form.
Step 10: Refresh the page and your Test Run Status will be successful.
3. Add Dynamic 365 App to Outlook:
Step 1: Navigate to Settings -> Dynamics 365 App for Outlook.
Step 2: Select the user and then click on ADD APP TO OUTLOOK.
4. Add an account with Outlook:
Step 1: Open your Outlook.
Step 2: Navigate to File à Add Account.
Step 3: Add your new Microsoft Dynamics 365 account by providing Username and password.
Step 4: Refresh Outlook and your connection is ready.