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Do you install the Dynamics 365 App?

Last updated by Tiago Araujo on 19 Feb 2021 10:45 pm (5 months ago) See History

You should install the new Dynamics 365 App for Outlook to track your appointments, booking leave and developers for projects.

Pre-requisites:

  1. On your PC, install Office 365: http://portal.office.com
  2. On your mobile phone, install the Outlook app
  3. Set up your CRM mailbox: https://rules.ssw.com.au/set-up-your-mailbox-in-crm

Install the Dynamics 365 App for Outlook

Follow these steps:

  1. Open a new tab and navigate to your CRM. E.g. At SSW, it is https://ssw.crm6.com/
  2. Select Settings (cog) | Advanced Settings
  3. Select Settings (cog) | Apps For Dynamics 365

crm addins 1
Figure: Select Settings (cog) | Apps for Dynamics 365 menu item

  1. Install the App. From this page, you should have the option to Download Dynamics 365 for Outlook and then follow the prompts to finish the configuration. You can optionally install the new App (ask your SysAdmin for help if you're unable to get it working)

    Dynamics-app-download.png
    Figure: Dynamics 365 apps for Outlook.
  2. You should now see the Dynamics 365 plugins available within Outlook (e.g. emails & appointments)
Dynamics-app-boxes.jpg
Figure: In Outlook open a new Email and see Dynamics 365 app that opens a Dynamics side-bar

Now you can get up-and-running using CRM:

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