How does this integrate into Microsoft Outlook 2016? Can it be configured on premises without the use of the Cloud? Can other users search for other employee's interactions/timelines?

Integration

Kristina Dentremont 1

How does this integrate into Microsoft Outlook 2016?
Can it be configured on premises without the use of the Cloud?
Can other users search for other employee's interactions/timelines?

Jade Liang-MSFT 9,976 Reputation points Microsoft Employee

2021-10-01T02:56:18.51+00:00

Hi @Kristina Dentremont ,

What's the specific meaning of "Intergration"(Microsoft Insight or other programs/add-ins)? And what's the mailbox server that you are working with?(Microsoft 365, Exchange on premises or others)?

In order to further confirm your issue, please provide us with more information about it, thanks for your understanding.
Jade Liang-MSFT 9,976 Reputation points Microsoft Employee

2021-10-07T05:34:14.247+00:00

Hi @Kristina Dentremont ,

Are you still researching for this issue?

If so, in order to further confirm it, please kindly provide us with more information about your issue.
Kristina Dentremont 1 Reputation point

2021-10-15T21:08:01.43+00:00

How does this integrate into Microsoft Outlook 2016?- Mailbox server is Exchange 2019. We'd like to know how it integrates with Outlook, as in how does it link the information from the CRM into our Outlook so we can view contacts and message history?

Can it be configured on premises without the use of the Cloud?

Can other users search for other employee's interactions/timelines?
Jade Liang-MSFT 9,976 Reputation points Microsoft Employee

2021-10-18T06:22:09.077+00:00

Hi @Kristina Dentremont ,

Thanks for your update, do you mean the Dynamics CRM?

If so, please kindly understand under Outlook tag, we mainly focus on general issues about Outlook desktop client. Considering that your issue may be more related to Dynamics CRM, it’s recommended to post it in dedicated Dynamics CRM forum to solve it better. Thanks for your understanding and hope your issue would be resolved soon.

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