Category: Outlook Integration
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently, it has been in preview, so I am not sure how I missed it, but I guess with so many new features being pushed out on a regular basis, it is to be expected that some features slip through the cracks! First,Read More
Viva Sales(Preview) | Part 1
I am sure you’ve heard about Viva Sales, which is yet another application developed by Microsoft for sales people! Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. This is actually very exciting because this tool will not just bring together the power of a more connected platform, but this tool will also help sellers becomeRead More
Anatomy of the D365 Outlook App Panel
Ever since Microsoft came out with the Outlook app for Dynamics 365 I’ve had several folks ask me how to configure the panel that opens up when you click on the Dynamics 365 button in Outlook. If you haven’t noticed yet, this form is not one standard form that lives in Dynamics 365. There are actually three forms that make up the panel that you see when clicking the buttonRead More
Email account isn’t configured with D365 error
Last week I had an issue with the Dynamics 365 for Outlook App. I had connected outlook to my sandbox environment and now I needed to remove that configuration and connect it to the production environment instead. Note, I had done this many times before in this tenant.After configuring the mailboxes in both instances, I opened Outlook and clicked the Dynamics 365 button to test the integration. An error messageRead More
D365 App for Outlook shows Dashboard vs Contact/Lead Pane
One of my coworkers reached out to me last week to see if I knew why a dashboard was shown when she clicked on the D365 button in Outlook from within an email. It was very strange, normally if the email address of the sender or other recipients on the email exist in D365 you’ll see a lead or contact pane with relevant information pop up, and if there isRead More
