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Microsoft D365 Customer Engagement

Public Group / active 3 days, 6 hours ago

Use Dynamics 365 App for Outlook to tap the power of Customer Engagement while you’re using Outlook on the desktop, web, or phone. When Dynamics 365 App for Outlook is installed, depending on which version of the app you have installed, you’ll see a Customer Engagement pane or window next to a selected Outlook email message, or when you’re composing an email message or setting up a meeting or appointment.

For example, when you open an email message, view information from Customer Engagement about the email recipients. Or with a single click, link an Outlook email message or appointment to a specific Customer Engagement record. When you link an email message or appointment to a Customer Engagement record, the Outlook record appears as an activity for that record in Customer Engagement.

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Sep 2020