Overview of Dynamics 365 App for Outlook

Applies to Dynamics 365 (online), version 9.x

Important

The latest release of Dynamics 365 App for Outlook, a preview feature, works with Dynamics 365 (online), version 9.0 or later only.

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Dynamics 365 technical support won’t be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use for preview features.

To enable this preview feature, see Enable preview.

Use Dynamics 365 App for Outlook to tap the power of Dynamics 365 while you’re using Outlook on the desktop, web, or phone. When Dynamics 365 App for Outlook is installed, depending on which version of the app you have installed, you'll see a Dynamics 365 pane or window next to a selected Outlook email message, or when you're composing an email message or setting up a meeting or appointment.

Known issues

For known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 Customer Engagement Readme.

What's new in Dynamics 365 App for Outlook

The Dynamics 365 (online), version 9.0 version of Dynamics 365 App for Outlook has been significantly redesigned and includes enhancements such as:

  • Unified Interface. Dynamics 365 App for Outlook is built on the Unified Interface framework, which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. Much of Dynamics 365 functionality is now included.

  • Global search or multi-entity search. Use global search to search for a keyword in multiple entities at the same time. Global search uses the quick find view for the various entities to search for records.

  • Forms. View and edit forms the same as what you see in the mobile experience.

  • Dashboards. View and edit dashboards the same as what you see in the mobile experience.

  • Insights. Use Relationship assistant to get insights into your customers.

What Dynamics 365 App for Outlook offers

With Dynamics 365 App for Outlook, you can:

  • View information about Dynamics 365 contacts and leads while you’re working in Outlook. You can view this info in the context of an email message, meeting, or appointment. For example, view phone numbers, company name, last and next activities, and recent records from Dynamics 365.

  • Link email messages, meetings, and appointments to a Dynamics 365 record with a single click. For example, link an email message to a specific account, opportunity, or case. Dynamics 365 App for Outlook also supports custom entities.

  • Open Dynamics 365 records directly to find or enter more detailed information.

  • Add a phone call, task, or appointment activity to Dynamics 365.

  • Create a new Dynamics 365 record for any entity (record type).

  • Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.

  • Track Outlook contacts in Dynamics 365.

See also

Deploy Dynamics 365 App for Outlook
Dynamics 365 App for Outlook User Guide