HOW TO MAKE OUTLOOK 365 WORK OFFLINE OFFLINE
Probably the most significant feature of the Dynamics 365 for Outlook Client is the Work Offline mode. The Client also gives users customization options for viewing and sorting their Dynamics 365 data. The Client provides near-full functionality of CRM aspects of Dynamics 365, allowing users to track their emails, appointments, contacts, and tasks with automatic synchronization of all records between the two systems. This may seem like a minor detail, but the fact is that it saves you the hassle of introducing a new system to your users and getting them acquainted.
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The Dynamics 365 for Outlook Client both looks and feels like an extension of Outlook, not its own separate entity. Each product is accessed in a different way, has different features, and contain certain things that can be done in one and not in the other. There are some significant differences between the two that you will need to understand. The combination of these two gives you easy access within Outlook to CRM actions and data such as client info, internal documents, and more.īefore we go any further, we should make something clear There is both a Dynamics 365 App for Outlook and what is called a Dynamics 365 Client for Outlook.
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It is one of the products that, as mentioned before, integrates with and increases the ability of your Outlook environment. With the vast amount of business products and apps created by Microsoft, Outlook doesn’t reach its true potential until you have it integrated with the other applications your business already uses (or will use).ĭynamics 365 is Microsoft’s combination CRM & ERP system that contains modules for everything from Field Service to Human Resources. What may not be as well known, though, is that there is a lot more to it than meets the eye.
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Microsoft Outlook is, as many of us know, the most comprehensive and popular email platform in the world today.