If your Dynamics 365 instance is 9.0, it is time to ditch deprecated Dynamics 365 for Outlook (add-in) and switch to Dynamics 365 App for Outlook because version 9 is now out of preview. Short summary of the new features and things you can do without leaving Outlook: Unified Interface View tracked email or appointment […]
If you use the Dynamics 365 App for Outlook (the new Outlook interface), when you set regarding, you may notice that not all of your entities are available. Yet there is no “Outlook” checkbox on the entity. How do determine which entities are available to be selected as regarding objects for email from the D365 […]
User of the Dynamics 365 App for Outlook asks: Is it possible to track a contact from the app? I see the Dynamics 365 button on emails and appointments, but not contacts. How do I track a contact? If you read the user guide, there is an add-in deployed when you install the Outlook app […]
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