Describe Microsoft Outlook integration


Synchronize appointments, contacts, emails, and more. Use the Dynamics 365 App for Outlook to view information about Dynamics 365 contacts and leads while you’re working in Outlook. You can view this info in the context of an email message, meeting, or appointment. For example, view phone numbers, company name, last and next activities, and recent records from Dynamics 365.

Screenshot of the Dynamics 365 App for Outlook.

Other functionality available:

  • Link email messages, meetings, and appointments to a Dynamics 365 record with a single click. For example, link an email message to a specific account, opportunity, or case. Dynamics 365 App for Outlook also supports custom entities.

  • Open Dynamics 365 records directly to find or enter more detailed information.

  • Add a phone call, task, or appointment activity to Dynamics 365.

  • Create a new Dynamics 365 record for any entity (record type).

  • Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.

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