Pre-requisites:
- Your mailbox is setup and active in CRM.
- You have Outlook available on your machine.
Steps:
- Login to CRM.
- Click on Options. Click on “Apps for Dynamics 365”.
- On the bottom of page, click on “Download Dynamics 365 for Outlook”.
- Let the download finish. Run and install the application (.exe) with admin rights. You may need to restart your machine post installation.
- Go to Start -> Search for “Configuration Wizard”.
- Enter the CRM URL and click on Next. Let it finish the configuration.
- (Re)Open your “Outlook”.
- Click on File (on top left side of wizard). Click on “Dynamics 365” menu (on left side panel of wizard). Click on “Set Personal Options”.
- Keep “Appointment” selected and rest all to be set unchecked. (Refer image)
- Click Ok.
[Under CRM → Workplace → Activities → My Appointments you will be able to see all your outlook calendar items.]
Note:
- In case you find anything inappropriate or missing or if you've any queries or concerns, please do not hesitate to comment or highlight so that we can make changes accordingly.
Conclusion:
- Using this page, any user will be able to establish synchronization between Outlook and CRM calendar.
1. What is CRM?
CRM stands for customer relationship management. It's a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. For detailed information click here.
2. Data Migration & Integration:
Microsoft Dynamics CRM data migration and integration can be a complex topic because data is often more complex than people realize. Below are the brief definitions of data migration and integration. For detailed information click here.
Data Migration
Data Migration is the process of moving data from one system to another, which is often necessary steps in order to set up a new system while utilizing the data that already exists in the current system(s).
Data Integration
Data Integration is the process of building and maintaining the synchronizing of data between Microsoft Dynamics CRM and another system.
3. Online vs On-Premise:
For detailed information click here.
Thanks :)
