how to attach my email to another software program (CRM)

Question

I am a travel advisor and my host company uses a CRM (Customer Record Management) program to keep track of customers and sales. How do I connect my email to the program (so it can pull information from my customers emails and set them up in the CRM I was told by the company that there is a one time password that will allow the connection.

Answer 1

Hi @Annette Mazzarello

Welcome to our forum!

Please kindly understand that the Outlook tag here we mainly focus on general issues about Outlook desktop client, and not much is known about CRM.

As far as I know, it depends on the specific CRM program and email service you're using. Different CRM programs may have different ways to connect to your email account, such as plugins, extensions, or settings. Similarly, different email services may have different security features or authentication methods that you need to enable or disable to allow connections.

Here's a more specific description of commonly used Dynamics CRM programs and email services: https://learn.microsoft.com/en-us/dynamics365/outlook-app/user/add-email-recipient-as-a-row.

For one-time passwords, you may need to enter them during the linking process. This password can be used to verify your identity or encrypt your data. It is recommended that you contact the host company or the CRM program's support team to resolve the issue.

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