microsoft dynamics crm 2013 outlook plugin

The first thing to note is that configuring both the Dynamics 365 App for Outlook and the Dynamics 365 Client for Outlook for the same Dynamics 365 user is not supported.There are three main prerequisites for installing the Dynamics 365 App for Outlook: What do I need to be able to install the Dynamics 365 App for Outlook? This means it also works with model-driven apps such as Dynamics 365 Sales and Dynamics 365 Customer Service. It is available since 2015, and you can use it on the desktop, on the web (OWA), or your mobile, while the client was limited to the desktop.Īs you can confirm in the official documentation, the latest release of Dynamics 365 App for Outlook works with the on-premises deployments of Dynamics 365 Customer Engagement version 9.x, and with Common Data Service. The Dynamics 365 App for Outlook is a Microsoft Office add-in that provides a Dynamics 365 assistant for Outlook. Customers should transition to the modern Dynamics 365 App for Outlook before October 1, 2020. Microsoft will stop providing support, security updates, or any other kind of updates to it. It is important to note that the Dynamics 365 Client for Outlook is deprecated since March 2020. Unfortunately, Outlook's performance is affected, and users tend to complain. This visual integration of Dynamics and Outlook is very convenient.

Right on Outlook's Home menu, users have a section for tracking the emails. It is a Windows application, and it provides all Dynamics 365 core functionality directly from Outlook. Many still know it as the Outlook CRM plugin or the Outlook COM add-in. The Dynamics 365 Client for Outlook was the first solution available, back in 2003. How do I connect Outlook to Dynamics 365? Dynamics 365 Client vs.

For Dynamics, two different ways to get Dynamics 365 used to be common: the Dynamics 365 Client and the Dynamics 365 App. Microsoft itself offers several options to extend Outlook functionality and integrate it with their other software. Doing it helps with user adoption - users are already on Outlook, and they get used to the new functionality fast. How many times have you checked your email today? As our eyes are constantly on our email, apps like Outlook are an attractive destination to plug in new functionality.

Microsoft dynamics crm 2013 outlook plugin