How to Sync Dynamics CRM Calendar with Outlook

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How to Sync Dynamics CRM Calendar with Outlook
A large number of organizations today seek to
synchronize Microsoft Dynamics CRM Calendar with
Outlook. They want a reliable connection between
Microsoft Dynamics CRM Calendar and Outlook to
get the information into Dynamics 365 through
Outlook easily. However, most users dont know
how to sync their service calendar in Dynamics
365 with Outlook. So, if you are also looking to
integrate Dynamics 365 Calendar with Outlook,
this post can guide you through the procedure.
Youll also learn the benefits of this
synchronization in the post. Lets start with
two different approaches to integrate Dynamics
Calendar with Outlook. In the first way, you can
install the Dynamics 365 app for Outlook and get
web access to track all the emails across
virtually all devices. In the second way, you can
opt for full Dynamics 365 for Outlook Desktop
Client with offline capabilities.
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• Well go through each procedure one by one in
  full detail.
• Dynamics App for Outlook
• Dynamics 365 App for Outlook is a light app that
  you can use to create new records and track
  emails. For the best performance, you should
  enable only the minimum number of record types
  (entities) required. It is available as a
  Microsoft Office add-on.
• As per the December 2016 update for Dynamics 365
  (online and on-premise), pairing Dynamics 365
  App for Outlook with server side is usually the
  most preferred way to use Outlook with Dynamics
  365. If you want to access the offline
  capabilities of Dynamics 365, install Dynamics
  365 for Outlook Desktop Client.
• Steps to Install Dynamics 365 App
• Ensure to have the security privilege to use
  Dynamics 365 App for Outlook.
• Check and make sure that your organization has
  synced mailboxes with server-side
  synchronization.

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Click on the Settings button in the top-right
corner of your Dynamics 365 CRM Calendar app.
Click Apps for Dynamics 365.

• On the Apps for Dynamics 365 page, click
  Dynamics 365 Apps for Outlook under Dynamics 365
  Apps for Outlook.
• Install the app.
• Dynamics 365 for Outlook Desktop Client
• Dynamics 365 for Outlook is a freely downloadable
  app that integrates Microsoft Dynamics 365
  (online) into the Outlook interface to enable a
  user to work efficiently with both email and
  Microsoft Dynamics 365 (online) data. This helps
  provide full Dynamics 365 capabilities
  (including offline capabilities) from Outlook.
• Steps to Install Dynamics 365 for Outlook
• Check and make sure that the computer meets all
  the necessary Outlook hardware requirements.
• Log in to Dynamics 365 as a local Administrator.
• After a successful login, run the Setup file.
• Accept the License agreement and choose whether
  you want to download the Recommended updates.
  Click Next.

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• Click Install Now.
• Once you install Dynamics 365 for Outlook,
  configure it. When you restart Outlook after you
  install Dynamics 365 Calendar CRM for Outlook,
  the configuration wizard auto-starts.

• Points to Note
• You cant install Dynamics 365 for Outlook on a
  computer running MS Exchange server.
• Dynamics 365 App for Outlook doesnt support
  tracking activities when you use it along with
  Outlook for the same user. You have to choose
  only one out of the two to track activities.

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• To deploy to Dynamics 365 on-premise users, there
  is a need to configure internet-facing
  deployment (IFD).

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• Benefits of Integrating Dynamics 365 with Outlook
• Now that you know how you can integrate Dynamics
  365 CRM Calendar with Microsoft Outlook look at
  the benefits you get by integrating service
  Calendar Dynamics 365 with Outlook.
• Integrating Microsoft Dynamics 365 with Outlook
  consists of a long-standing approach that
  includes enhancing productivity. Synchronizing
  both Dynamics 365 and Outlook will help users
  update CRM, enhance organizational efficiency,
  improve ROI, and reduce costs.
• Single Platform Access Be it emails, contacts,
  clients/donors info, sales activities from
  either CRM or Outlook, you can view it all from a
  central location and manage it well.
• Easy Contact Management The integration of
  Dynamics and Outlook brings contacts from both
  together in one place. Therefore, it eliminates
  the need for manual data entry. The
  synchronization further helps avoid any kind of
  data records or chances of record duplication.
• Third-Party Email Clients MS Dynamics
  integrated with Outlook enables users to
  integrate Gmail and other messaging apps with
  Dynamics CRM seamlessly and easily.
• Helps Synchronize Calendars Synchronizing the
  Microsoft Dynamics CRM Calendar allows for a
  flawless organization of activities. It lets your
  team view create, and edit all the CRM data in
  Outlook or Dynamics.
• This makes keeping check of the appointments much
  easier and more efficient. Letting your team
  create meeting alerts, follow-up reminders, and
  notifications, lets it work better and more
  efficiently.
• Email registration By saving emails to be added
  into Dynamics 365 with a single click or
  auto-saving Outlook emails in Dynamics 365, you
  can consolidate

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• clients communication history. This auto-saving
  of outgoing emails helps users set the
  preference of emails they want to add to CRM.
• Easy Dashboard Customization Users can use the
  dashboard of Microsoft Outlook as per their
  convenience and preference. They can view all the
  activities related to specific roles and change
  the panel section as well.
• Allows Working in Offline Mode You can save all
  of your data on local servers and access it
  offline. So, if you make an email association in
  Outlook, it will appear automatically in CRM
  when you log in to your CRM next time.
• Increased Productivity Dynamics 365 integrated
  with Outlook helps boost productivity as it
  merges the most organic CRM data with your
  emails, tasks, and calendar events.
• Enhanced Productivity Dynamics 365 with Outlook
  helps increase productivity by merging the most
  germane CRM data with your emails, tasks, and
  calendar events. It also provides insights into
  potential clients and beneficiaries with better
  communications.
• Matching input from CRM to Microsoft Outlook
  client emails can get your team members more
  contextual information which they can use to
  strengthen personal relations with clients in
  the future.
• Greater Efficiency By integrating Dynamics 365
  with Outlook, you can easily get a huge surge in
  optimized performance and efficiency of your
  organization. This is because the integration
  works offline also, which makes progress beyond
  the network connectivity possible.
• The feature of the filter of data allows access
  to the information the users need as per their
  requirements. The information can be related to
  sales figures, meeting updates, donors
  invoices, and more through a single common
  standard interface.
• Boost to Teamwork When you share a common
  platform to exchange data, it positively impacts
  your teams. It also reduces gaps between
  different departments and brings them all close
  to each other in working. The work, thus,

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• becomes more transparent and the clients loyalty
  becomes the common goal for all the departments
  with the integration.
• Easy Tracking of Tasks Microsoft Dynamics CRM
  task management becomes easier with the
  integration of Dynamics with Outlook. The Track
  in CRM feature allows you to effectively track
  CRM tasks on Outlook and navigate through them
  more easily.
• Simple Creation of Opportunities When you
  compose emails with powerful text-editing,
  Outlooks features and CRMs functionality, you
  can create opportunities and cases more easily.
  The integration allows you to access web
  resources, email templates, and CRM custom fields
  easily from Outlook. You can include any kind of
  CRM data in your email and easily pick items you
  select most often from the Most Recently Used
  list.
• AppJetty Can Help You With the Integration of
  Dynamics 365 with Outlook
• Just like you can integrate Dynamics 365 with
  Outlook, you can also integrate Microsoft
  Dynamics CRM Calendar with Outlook. If you want
  help integrating Microsoft Dynamics CRM Calendar
  with Outlook, we can help you with that.
• We also can provide you with a Dynamics 365
  calendar plugin to manage all your customers,
  appointments, meetings, etc., right from within
  your calendar. It is a calendar plugin that
  helps you overview scheduled, ongoing, and
  completed activities of your whole team. It has
  features including activity management, shared
  calendar, resource management, multiple saved
  calendars, and more.
• To know more about integration or get any help,
  you can contact us at sales_at_appjetty.com. You
  can also check out our Dynamics 365 Calendar
  plugin.
• Original Blog https//www.appjetty.com/blog/how-s
  ync-dynamics-365-outlook/