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MB200 Study Group Follow up: Syncing Updates from Outlook

  • 1.  MB200 Study Group Follow up: Syncing Updates from Outlook

    D365UG/CRMUG ALL STAR
    Posted 22 days ago
    There were a few questions that came up in last week's MB200 Study group that we didn't have a chance to answer. So I will be starting a few threads for those questions. A few we have answers for but for all of them we need help from the community too!

    If you haven't been in these study groups, you can catch up on the recordings and get registered for the last session happening next Friday!


    *****

    Question: Is there a way to update data and sync back to D365?

    There are a few options here. You can go offline with the Outlook client but this is not going to be the direction going forward. You can also look into mobile offline capabilities.

    Is anyone else working primarily in outlook? Any experiences to share?


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    Kylie Kiser
    Product Owner, CRM
    Ascensus

    www.CRMUG.com/Washington
    KylieKiser.com
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    Conference-CRMUG_200x200


  • 2.  RE: MB200 Study Group Follow up: Syncing Updates from Outlook

    Posted 19 days ago
    The MS Plan going forward is to use Office 365 Online to sync data between Excel and D365.:

    https://www.marksgroup.net/blog/dynamics-365-use-excel-online-to-make-importing-or-editing-read-only-records-a-breeze/

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    Justin Donohoe
    Technical Architect
    Federal Reserve Bank - FRIT
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    Conference-CRMUG_200x200


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