Microsoft dynamics crm email integration

Feedback will be sent to Microsoft: By pressing the submit button, your feedback will be used to improve Microsoft products and services. Privacy policy. One of the main reasons people use customer engagement apps Dynamics Sales, Dynamics Customer Service, Dynamics Field Service, Dynamics Marketing, and Dynamics Project Service Automation , is to store all customer communications in one place, so anyone with the appropriate permissions can see all relevant customer records.

For example, view all email associated with a particular contact, account, opportunity, or case. To store email and other messaging records, you need to synchronize your email system with customer engagement apps. You can do this with server-side synchronization.

Enables Dynamics App for Outlook. With Dynamics App for Outlook, customer engagement apps information appears next to a user's Outlook email messages or appointments. They can view information about contacts and leads stored in customer engagement apps and add contacts directly from an email message.

They can also link email, appointment, and contact records to new or existing records, such as opportunity, account, or case records. Dynamics App for Outlook is very simple to deploy and it works with Outlook on the web included in Microsoft the Outlook desktop client, and Outlook mobile.

Integrated mailbox management and resource utilization. You can use the server-side synchronization performance dashboard to quickly monitor mailbox performance across the organization.

You can also troubleshoot errors through error logging and reporting. More information: Integrate your email system using server-side synchronization. Integrate your email system using server-side synchronization. Troubleshooting and monitoring server-side synchronization issues.

Deploy Dynamics App for Outlook. Migrate settings from the Email Router to server-side synchronization. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. For the latest documentation, see Microsoft Dynamics product documentation. For the latest release plans, see Dynamics and Microsoft Power Platform release plans.

To help your project teams and sales teams create and process project quotations more efficiently, you can synchronize data between Microsoft Dynamics AX and Microsoft Dynamics CRM. Data that is entered or updated in one program is automatically changed in the other.

Community Forums. Ask a question. Personalize your experience! Personalized Community is here! Quickly customize your community to find the content you seek. Personalize Community Now. Email Integration Verified.