March 2020
Beginner to intermediate
426 pages
13h 11m
English
Another way of accessing Dynamics 365 CE is by using the Outlook client. This client can be installed on top of the Office Outlook client. Once installed, it allows us to access Dynamics 365 CE functionalities within Outlook without needing to navigate to any other window. Using the Outlook client, we can track different entities records, such as appointments, emails, tasks, and contacts. This means you can access a tracked record if and when required from Dynamics 365 CE applications.
The following screenshot is of a Dynamics 365 CE Outlook client that has been synced with our Dynamics 365 organization. You can see what navigation options are available on the left-hand side:
Read now
Unlock full access