Customer Engagement & Dynamics CRM Forum

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Outlook Integration

  • 1.  Outlook Integration

    Posted 25 days ago
    Hi CRMUG Community,

    Our Company is evaluating integrating Outlook with CRM. I was wondering if others had any suggestions on what App they used for the integration, what went well, what didn't go well that we should take into consideration, and if you had any recommendations.We are currently on version 9.0 online. Any feedback you can provide would be greatly appreciated.

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    Sydney Silbar
    CRM Business Analyst
    Milwaukee Tool Corp.
    Brookfield, WI
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  • 2.  RE: Outlook Integration

    GOLD CONTRIBUTOR
    Posted 25 days ago
    Sydney,

    Are you looking for options beyond the delivered Dynamics 365 Outlook Client?

    Did you have specific issues or concerns with the delivered Outlook connector client?  Or were you looking for any specific additional functionality it does not provide?  This info might help others in the group better point you to other 3rd party options that are out there.  I personally use the delivered Outlook Client.

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    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
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  • 3.  RE: Outlook Integration

    Posted 25 days ago
    Hi Sydney

    We use the out of the box Dynamics 365 App for Outlook for all of our clients and works well. No client install required!

    Please feel free to reach out if you would like more information on this, the linked article above shows how to deploy it.

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    Kind regards,

    Andrew Rogers | Cloud Consultant | RENSkyTech | Silver Microsoft Partner | Education Partner
    m: 0423 376 434 | w: https://renskytech.com.au | l: https://www.linkedin.com/company/renskytech/
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  • 4.  RE: Outlook Integration

    GOLD CONTRIBUTOR
    Posted 24 days ago
    I agree that the Outlook App is the way to go.
    But I say that with a caveat that you really need to upgrade to version 9.2 as that is when full functionality comes on board and an improved Mobile experience.  Stay away from the Outlook Client as it was supposed to already be deprecated and was very unstable.

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    Ron Goetz
    Knowledge Mgr
    SPX Hydraulic Technologies
    Rockford IL
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  • 5.  RE: Outlook Integration

    Posted 24 days ago
    Sidney - If you are running Exchange 2010 you will not be able to use the Outlook integration (there is a plug-in which we tried and it killed the machine we were testing it on). We are in that situation and are in the process of upgrading.

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    Chris Caputo
    Director of Project Management
    CATIC
    Rocky Hill CT
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