Dynamics CRM 2016 – The new light-weight CRM App for Outlook

February 22nd, 2016 by Stephen Jones Leave a reply »

What’s the difference between the new CRM App for Outlook and the existing CRM for Outlook Add-in?

The new CRM App for Outlook is a light-weight app directed to accomplish a limited set of specific tasks like tracking and converting emails, and reviewing selective details about the specific contacts and leads from the email.

The CRM for Outlook add-in is a full client for Dynamics CRM that gives complete access to all of Dynamics CRM’s functionality, including dashboards and full grids, and even allows you to work offline

The new app requires no installation, no configuration, and no additional log-in steps, Track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows, Android, or iOS).

See relevant information from Dynamics CRM Online about who sent you the email, and pop open the full form directly from within the new CRM App for Outlook.?

Note: The CRM App for Outlook is rolling out over the next few weeks to CRM Online organizations independently following the CRM 2016 release. If you don’t see the below options, your organization hasn’t yet received the feature. This app requires Microsoft Dynamics CRM 2016 Online and Exchange Online. Dynamics CRM Online users can easily add the app to their Outlook directly from within Dynamics CRM Online. Simply click on the gear icon and choose Apps for Dynamics CRM. Then choose Add app to Outlook under the CRM App for Outlook heading. The app will show up in the user’s Outlook interface when reading or composing emails anywhere they use Outlook.

Dynamics CRM Online administrators can push the app to user’s Outlook interfaces through the newly added CRM App for Outlook settings page.

Keep in mind that for both cases, in order for users to be eligible to get the app, they will need to have their Exchange mailbox configured with Server-Side Synchronization for incoming emails as well as have the Use CRM App for Outlook user role privilege.

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