Create new quotes, invoices, or orders without leaving Outlook!
Thanks to the integration between Dynamics 365 and Outlook, you can access customer data in Dynamics 365 display alongside your customers' emails. This way, you can immediately see who the sender is and what their account balance is. In addition, you can create a new quote, order, invoice, or credit memo for the customer directly from Outlook. You can then forward it to them via email right away.
Get relevant info from Dynamics 365 delivered straight to your inbox!
Another way to integrate Outlook and Dynamics 365 is by using the Dynamics 365 app for Outlook. This app allows you to display Dynamics 365 information in Outlook. When you receive an email from a customer or contact, you’ll immediately see the related data from Dynamics 365. This feature is available in the Outlook desktop application, the web version of Outlook, and the Outlook mobile app.
With this app, you can also easily log activities such as tasks, phone calls, or appointments for a contact without having to leave Outlook. You can also view activities already associated with these contacts and save emails from these contacts in Dynamics 365. This is handy for your colleagues, as it lets them know the customer’s status right away!
Even when you're writing an email yourself, you can quickly find information about the recipients and use templates that are populated based on Dynamics 365 data.
