I would like to deploy the new Dynamics 365 outlook light-weight app for users on a MAC. But I am not able to see the D365 button in Outlook. To be honest, i'm not a Apple whizzkid, so perhaps this question is a easy one. Tech details: Dynamics 365 Online. Outlook for MAC. Exchange Online. Server Side Sync enabled. Done the following step. Dynamics App for Outlook Mac - I will be trying this tonight so will let you know! Update: If you push the Outlook App from Dynamics 365 using the link shown below, then give it about 15 minutes to push this across, it will appear in your outlook that you have installed on the mac. Start quickly with the most recent versions of Word, Excel, PowerPoint, Outlook, OneNote and OneDrive —combining the familiarity of Office and the unique Mac features you love. Work online or offline, on your own or with others in real time—whatever works for what you’re doing. Dynamics 365 provides salespeople, agents, and supervisors with the best tools for managing their data, and updating records and status online. A seamless set up experience enables you to configure the app once and deploy it everywhere – on mobile, desktop, or tablet. Start quickly with the most recent versions of Word, Excel, PowerPoint, Outlook, OneNote and OneDrive —combining the familiarity of Office and the unique Mac features you love. Work online or offline, on your own or with others in real time—whatever works for what you’re doing.
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- Dynamics App For Mac Os
One of the powerful and strongest apps on the app store is Dynamics M for Mac which is holding the average rating of Total rating isn’t available. This Dynamics M provides the current version 1.22 for Mac to install on your device. The installation number of the Dynamics M is 1,000+ This number proves how much favorable the Dynamics M is among the users.
When it comes to use the best app on your Mac device, you can choose Dynamics M with the average rating of Total rating isn’t available The Dynamics M is on the Business and offered by Google Commerce Ltd The Dynamics M is developed by http://www.bigshotideas.com/ and this company is holding the strongest position on the industry.
Contents
- Free Download and Installation Process of the Dynamics M for Mac with an Emulator Software
Identification Table of the Dynamics M for Mac
By reading this table you will get an overall idea of the Dynamics M . Also, this table will show you, either your Mac device is capable of installing the Dynamics M on Mac or not.
App Specification | |
---|---|
Name of Product: | June 10, 2020 For Mac |
Name of the Author: | Google Commerce Ltd |
Product Version: | 1.22 |
License: | Freeware |
Product Categories: | Business |
Supporting Operating Systems for Product: | Windows,7,8,10 & Mac |
Os type for Installing Product App: | (32 Bit, 64 Bit) |
Languages: | Multiple languages |
File size: | 3.4M |
Installs: | 1,000+ |
Requires Android: | 4.2 and up |
Developer Website of Product: | http://www.bigshotideas.com/ |
Updated Date: | June 10, 2020 |
Free Download and Installation Process of the Dynamics M for Mac with an Emulator Software
As the Dynamics M is offered by Google Commerce Ltd and requires android version of 4.2 and up, so basically you can install this app on your android device. But those who are the owner of Mac devices and want to use the android app like Dynamics M they need to install an emulator software at first.
An emulator software like Bluestacks, MEmu, etc. will help you to install the Dynamics M on your Mac device. The last update date of the Dynamics M was June 10, 2020 and the version is 1.22. Let’s explore the process of setting up the Dynamics M with the assistance of an emulator software.
Install Dynamics M with Bluestacks software on Mac device
To set up Dynamics M on Mac with the most leading emulator software Bluestacks, at first check the requirement of the android on your device. To get Dynamics M you will be needed 4.2 and up. The content ratings of this app are USK: All ages because this app is developed by http://www.bigshotideas.com/. Now, take a look on the installation process of the Dynamics M on your Mac with Bluestacks software.
Step 01: Pick up the Bluestacks website for installing the Dynamics M on your Mac device.
Step 02:After selecting the Bluestacks to download on your Mac device for running the Dynamics M , install it with an email ID.
Step 03:When the full process of setting up the Bluestacks is done, now you can search for the Dynamics M on the main page of the Bluestacks.
Step 04:On the search bar of the Bluestacks, write the Dynamics M and press enter.
Step 05:The Dynamics M will be displayed on your screen which is holding Average rating isn’t available ratings on the app store.
Step 06:Open the Dynamics M from the store and press the install button.
Step 07:The Dynamics M size is only 3.4M that will take on your device, so the process will take only a few times to set up on your Mac device.
Step 08:Later, you can open theDynamics M and fill up the requirement to run the Dynamics M on your device.
System Structure for Bluestacks Software
This structure will give you an overall idea to install the Dynamics M with the emulator software Bluestacks on your Mac device.
Least System Requirements | |
---|---|
Processor: | Intel or AMD processor or Higher |
Operational System: | MacBook & Windows |
RAM: | 2 GB or higher |
HDD/SSD: | 3 GB Free (SSD Or HDD) |
Net: | Mobile or Wifi |
If this table fulfills the requirements of installing the Dynamics M with Bluestacks software, then you can proceed to the process. But, if your device already running the virtual machine such as VMWare Workstation then, you won’t be needed Bluestacks software for installing the Dynamics M
Install Dynamics M with Nox Player Software on Mac Device
After Bluestacks software, if you ask me about the potent software for using Dynamics M on your Mac device, then I will suggest Nox Player. With Nox Player, your installation process of Dynamics M with updated version June 10, 2020 is quick and simple. The installing system of the Dynamics M with Nox Player is in below.
- First, go to the store of Nox Player and download it for the Dynamics M
- Install the Nox Player by signing up with an email ID to get the updated version of the Dynamics M which is June 10, 2020
- Now open the Nox Player main page and go to the search bar for looking the Dynamics M
- The software will show you the Dynamics M latest version which is updated on June 10, 2020
- Select the Dynamics M from the Business and click install button to install on your Mac device.
- As the size of the Dynamics M is only 3.4M, the installation process will not take so much time.
- When the full process is done, now run the Dynamics M on your device.
Check the Structure for Using the Nox Player
Before using the Nox Player on your device for running theDynamics M on Mac device, you should check out the below table.
Minimum System Requirements | |
---|---|
Operating System: | Windows 7 to above & Mac |
RAM: | 8 GB or higher |
Processor: | Intel or AMD processor Any |
HDD:: | Minimum 4 GB |
Internet: | Broadband or Any Internet Connectivity |
There is a virtual machine software like Microsoft Virtual PC for running the Dynamics M You can easily run the Dynamics M if this software is activated. You don’t need Nox Player software to install Dynamics M
Install Dynamics M with MEmu Software on Mac Device
MEmu emulator software is unique for the design and gives you fast service to install an android app like Dynamics M . This Dynamics M is holding the average rating Total rating isn’t available and developed by http://www.bigshotideas.com/. You can follow the guidelines and install the Dynamics M with this software.
- To install Dynamics M for Mac, go to the website of MEmu and download the latest version.
- Then, go to your device and install the MEmu software for running the Dynamics M on Mac device.
- When the installation process is complete, open the software and search for the Dynamics M
- With 1,000+ number and update version of June 10, 2020 the Dynamics M will be on your screen.
- Select the Dynamics M and install on your Mac device.
- Now, you can run the Dynamics M with average rating of Total rating isn’t available on your device.
To download the Dynamics M on your Mac device MEmu emulator software is enough. But, if your device is using the Virtual Machine such as Oracle VirtualBox then you don’t need to use the MEmu emulator software for the installation process. Use ipad app on mac.
Downloading and Installing the Dynamics M for PC by using an Emulator Software
Not only the Mac device but also you can use the Dynamics M for pc. You can follow the same process with the Different emulator software to install Dynamics M latest version of the app on your device. To install the Dynamics M for windows at first go to the website of the emulator software.
Then, find out the software you want to install for using theDynamics M on windows. Later install the software and open it by using an email ID for installing the Dynamics M . When this process is done for using the Dynamics M then go to the main page of the software. The main page will give you an opportunity to see the installation number of Dynamics M which is 1,000+
Also you will see the current version of the Dynamics M on your device with the last update date June 10, 2020. Select the Dynamics M and wait for some time to install the Dynamics M with the current version on your device. As the Dynamics M size is small, the process won’t take longer than three minutes. When the process is done, now you can run the Dynamics M by putting an email address on the app.
FAQs For Dynamics M
Maximum users ask about Dynamics M and want to know the updated version of the app with overall information. So, here are some random answer for frequently asked question about theDynamics M
Is the Dynamics M is free?
Yes, the Dynamics M for Mac device is free. You can install and use the Dynamics M with current version 1.22 on your Mac device without any hesitation.
Can you download Dynamics M for Mac?
If you use an emulator software on your Mac device, then it will be easy to install an android app like Dynamics M on a Mac device.
How can I install Dynamics M on Mac?
To install Dynamics M on Mac, at first you need to install an emulator software. When the software installation is finished then, you can install the Dynamics M that is developed by http://www.bigshotideas.com/.
Last Word
Using the best android app Dynamics M for Mac is really helpful. The Dynamics M with average rating on the store can give you a test of using the app that is authorized by Google Commerce Ltd. The size of theDynamics M is very small. That is why installing the Dynamics M is simple and quick.
People use the android app likeDynamics M on Mac devices for easy installation and unique design. The Dynamics M is uniquely designed for the users and requires only 3.4M on your device. And the best part is, you will get the updated version of the Dynamics M while using it on your Mac device.
-->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.
Which version of the app do I have?
We made significant updates to the app in the December 2016 Update for Dynamics 365 (online and on-premises). If your screen looks like the following, you're using the version included in December 2016 Update for Dynamics 365 (online and on-premises):
Go to User's Guide for the latest version (Dynamics 365 apps)
If your screen looks like the following, you're using the version included in CRM Online 2016 Update 1 and Dynamics CRM 2016 Service Pack 1 On-Premises:
Go to User's Guide for the previous version (Dynamics CRM)
User's Guide for the latest version (Dynamics 365 apps)
This section of this topic describes how to use the latest version of the app, available in December 2016 Update for Dynamics 365 (online and on-premises).
In this section:
What Dynamics 365 App for Outlook offers
With Dynamics 365 App for Outlook, you can:
- View information about Customer Engagement contacts and leads while you’re working in Outlook. You can view this info in the context of an email message, meeting, or appointment. For example, view phone numbers, company name, last and next activities, and recent records from Customer Engagement.
- Link email messages, meetings, and appointments to a Customer Engagement record with a single click. For example, link an email message to a specific account, opportunity, or case. Dynamics 365 App for Outlook also supports custom entities.
- Open Customer Engagement records directly to find or enter more detailed information.
- Add a phone call, task, or appointment activity to Customer Engagement.
- Create a new Customer Engagement record for any entity (record type), as long as the entity has been enabled for mobile and for multi-entity search.
- Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.
- Track Outlook contacts in Customer Engagement.
Tip
Dynamics 365 App for Outlook is a Microsoft Office add-in. As of the December 2016 Update for Dynamics 365 (online and on-premises), Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to use Outlook together with Customer Engagement. You may also be familiar with Dynamics 365 for Outlook, which provides complete Customer Engagement capabilities (including offline capabilities) from Outlook. Note that tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user. Choose one or the other. For more information about Dynamics 365 for Outlook, see Dynamics 365 for Outlook User's Guide.
Prerequisites
Your Customer Engagement system administrator can make Dynamics 365 App for Outlook available to your organization or you can add it yourself if:
- You have the Use Dynamics 365 App for Outlook What document app come with a mac. security privilege.
- Your organization synchronizes mailboxes with server-side synchronization.For more information, and for information on supported devices, browsers, and Outlook versions, see Deploy Dynamics 365 App for Outlook (lightweight app).
Add the app to Outlook
After the prerequisites have been met, you can add the app directly from Customer Engagement.
- Click the Settings button , and then click Apps for Customer Engagement.
- On the Apps for Customer Engagement page, under Dynamics 365 App for Outlook, click Dynamics 365 App for Outlook.NoteIf you have trouble installing the app, see the troubleshooting section in TechNet: Deploy Dynamics 365 App for Outlook.
Disable or remove the Outlook app
- In Outlook, click File, and then click Manage Add-ins.This opens the Microsoft 365 dialog box where you can see all your Outlook add-ins. If you click the Customer Engagement row, you can see which Customer Engagement instance the app is connected to.
- Do one of the following:
- To disable the app, in the Customer Engagement row, clear the Turned on check box.
- To remove the app, select the Customer Engagement row, and then click the Minus button.
Use the app for the first time
To display Customer Engagement data after you’ve added the app:
- Select an existing email message in your Inbox, or create a new email message or appointment.
- On the ribbon, click the Customer Engagement button.The Customer Engagement pane appears on the right side of the screen and shows information about the recipients.Notes:
- If the recipient is a Customer Engagement user (as opposed to a contact or lead), it’s indicated next to their name:
- If the recipient isn’t known to Customer Engagement, you can click Add to Customer Engagement to add them as a contact or lead.
Link an email message or meeting to a specific Dynamics 365 apps record
You can link an email message or meeting to a specific Customer Engagement record, such as an account, opportunity, or case, by clicking the Set Regarding button . Customer Engagement automatically tracks the email or meeting, and links it to the record indicated in the Customer Engagement pane.
To find a different record to link to:
- Click Track this email at the top of the Customer Engagement pane.
- Do one of the following:
- Click the record you want to link to in the list of Pinned Records or Recently Used Records.TipThis is the same list of pinned and mostly recently used records you see in the Customer Engagement apps or Dynamics CRM web client.
- If you don’t see the record you’re looking for, enter a keyword in the search box, and then click the magnifying glass.
To create a new record and link it to a Dynamics 365 apps record:
- Click New, and then select the type of record you want to create.
- Fill in the information in the form.
- If you want, click the Open record after saving check box.
- Click Save.
To untrack or change the regarding record:
- Click Change at the top of the Customer Engagement pane.
Track signed S/MIME emails
Dynamics 365 App for Outlook can track S/MIME signed emails in Outlook Desktop and Outlook Web App (OWA). This is enabled on Click-to-Run Outlook 2016 build 16.0.8730.1000 or later. To determine your Outlook version, go to File > Office Account > About Outlook.
Customize the track regarding card
The admin can change what's displayed in the card that appears when you track the regarding email. For example, you might want to replace Job Title with Business Phone in the Contact card.
To change the fields that appear, follow these steps:
- In Microsoft Dynamics 365 apps, go to Settings > Customizations > Customize the System.
- Expand Entities and choose an entity such as Contact.
- Expand the entity and select Forms, then select the Contact form.
- Drag Business Phone below Account Name. Drag Job Title below Mobile Phone.NoteBest computer printers for mac. The first four fields appear in the track regarding card.
- Choose Save, Publish, and then close the form editor.
- On the solution page, choose Components > Prepare Client Customizations.
- Close the solutions page.
After completing the above, right-click in the track regarding card, and then select Reload. It might take some time for the synchronization to complete and the change to appear.
The business phone number replaces job title in the Contact card.
Add an email recipient as a contact or lead
One of the first things you might want to do when you receive a customer email, is add the person as a contact or lead to Dynamics 365 apps. In the Dynamics 365 apps pane, click (+) and then select Contact or Lead.
Note
If the sender of the email is unknown to Dynamics 365 apps, when you add the contact or lead, the email is automatically tracked in Dynamics 365 apps and set regarding this contact or lead. To stop tracking, you can manually untrack the regarding email.
Compose an email message and link it to a Dynamics 365 apps record
- Create an email message as you normally would in Outlook.
- Click the Customer Engagement button on the ribbon.
- Do one of the following:
- Click a Set Regarding button for a particular record in the Customer Engagement pane.
- To find a different record, click Track this email at the top of the Customer Engagement pane as described earlier in this topic.
- To create a new record and link it at the same time, click New.
- If you select a different email message in your Inbox or add people to the To, Cc, or Bcc line, the list of recipients will be automatically refreshed in a few seconds.
Monitor an email message after you send it
You can monitor an email message after you send it to see the number of times that the message is viewed, opened, replied to, or forwarded. For a monitored email message, you can also see the last activity related to the email message, or view all activity related to the message.
To monitor an email message
- Create an email message as you normally would in Outlook.
- Track the email message or link it to a record in Customer Engagement. You can’t monitor an email message unless you track it or link it (set a regarding record).
- In the Customer Engagement pane, click Follow, and then click Follow this email.NoteAny recipients that can’t be followed will be displayed at the bottom of the Customer Engagement pane.
- Send the message in Outlook.ImportantDo not edit the email message or change the recipients after you follow it. If you edit an email message after it’s followed, you may inadvertently delete the monitoring information or you may inadvertently add recipients who shouldn’t be followed.
Dynamics App For Mac Desktop
To remove the monitoring for an email message
- Select the monitored email message.
- Click Unfollow.
Add an email template when you create an email message
If you frequently send the same type of email, you can save time by using an email template. When you use an email template, Dynamics 365 App for Outlook automatically inserts the Customer Engagement information such as contacts or set regarding information in the email message.
For example, you could use a Thank you template to save time whenever you want to send a thank you message to a customer.
Note
You must have the appropriate permissions to add email templates.
To add an email template:
- Create an email message as you normally would in Outlook.
- At the top of the Customer Engagement pane, click Templates.
- In the Template Regarding list, select an option
- Select the template you want, and then click Add to Email.For information on creating email templates in Customer Engagement, see Create templates for email.
Add sales literature or a knowledge base article when you create an email message
When you're working with a customer, you may want to send them some sales literature or a knowledge base article.
Note
You must have the appropriate permissions to add sales literature or knowledge base articles to an email message.
- Start by creating an email message as you normally would in Outlook.
- https://mssuhq.weebly.com/what-causes-winmaildat-files-mail-app-mac.html. At the top of the Customer Engagement pane, click Sales Lit or Articles.
- Drill down in the tree structure, and then select the appropriate literature or article.
- Click Add to Email.
Link an appointment to a specific Dynamics 365 apps record
- Create the appointment as you normally would in Outlook.
- Click the Customer Engagement button on the ribbon.
- Do one of the following:
- Click a Set Regarding button for a particular record in the Customer Engagement pane.
- To find a different record, click Track at the top of the Customer Engagement pane.
Add a phone call, appointment, or task activity to Dynamics 365 apps
- Click the Plus sign, and then select the type of activity you want to create.
- Fill in the information in the form.
- If you want, click the Open record after saving check box.
- Click Save.
Track Outlook contacts in Dynamics 365 apps
You can track Outlook contacts in Customer Engagement by using the Customer Engagement add-in, an Outlook solution module. The add-in is automatically installed when you install Dynamics 365 App for Outlook. You can access it as described below.
Note
Delegated users can not use Dynamics 365 App for Outlook to track emails. We suggest using folder-level tracking or automatic tracking for delegated users.
Using the add-in, you can:
- View a list of Microsoft Office contacts or Customer Engagement contacts, and see which contacts are tracked
- Link contacts to accounts in Customer Engagement
- Open the Customer Engagement contact or account record with a single clickWhen the Customer Engagement add-in is installed, you’ll see a new Customer Engagementtab on the Outlook ribbon. Click the tab to see information about contacts.
- Click to see all your Outlook contacts (contacts displayed in your default contacts view in Customer Engagement).
- Click to see all your Customer Engagement contacts.
- See whether a contact is tracked or not, or whether tracking status is pending.
- Open a Customer Engagement account record.
- Remove app mac yosemite. Click to call.
- Click to email.
Note
To use the add-in your admin must enable your Customer Engagement mailbox for appointments, contacts, and tasks.
Access the add-in
- Click the More information button (three dots) in the lower-left corner of the Outlook window.
- Click Add-ins.
- Select the Dynamics 365 apps add-in.
See the Dynamics 365 apps contact card for a contact
- In the contacts list, select the check box next to the contact. The contact details appear on the right side of the screen.
Track or untrack a contact
- Click the Outlook Contacts tab.
- In the contacts list, select the check box next to the appropriate contact(s).
- On the ribbon, click Track or Untrack.ImportantDo not navigate outside the page while tracking or untracking the contact. Otherwise, it won’t be tracked or untracked.
Link a contact to an account or change the account that a contact is linked to
- Click the Outlook Contacts tab.NoteYou can’t select a contact listed under the Customer Engagement Contacts tab.
- In the contacts list, select the check box next to the appropriate contact.
- On the ribbon, click Link.
- Do one of the following:
- On the right side of the screen, select the account to link to, and then click Link at the bottom of the screen.-Or-
- To create a new account, on the right side of the screen, click New at the bottom of the screen.
- Enter the new account name.
- Click Save.
- Click the Refresh button.
NoteIf the contact isn’t already tracked, the contact will be tracked immediately and will be linked to the account. If the contract isn’t already tracked, the account record will be synchronized in the next synchronization cycle.
Send email or schedule an appointment
- Click the Customer Engagement Contacts tab, or the Outlook Contacts tab, and then select the check box next to the appropriate contact(s).
- On the ribbon, click Email or Appointment.Regardless of which tab you selected in step 1, the email, task, or appointment will be sent from Outlook, not Customer Engagement.
Search for a contact
- Enter a value in the Search box. You can search for data stored in the Full name, Company, Department, and Business address fields. You can’t search for data stored in the Tracking status, Business phone, or Email fields.
Filter by all contacts, tracked contacts, or untracked contacts
- Click the arrow next to the view drop-down.
- Select the view you want.
Filter contacts by column (field)
- Click the Filter button .
- Enter the text you want to filter on in the appropriate field(s).
- Press Enter.
- To clear the filter fields, click the Filter button again.NoteYou can filter on the Full name, Title, Company, Department, and Business address fields. You can’t filter on the Tracking status, Business phone, or Email fields.
Add or remove columns
- Click the Settings button .
- Select or clear the check boxes for the columns you want to add or remove.
- Click the Settings button again to hide the list of columns. https://architectureenergy573.weebly.com/blog/hp-photosmart-5510-software-mac-download.
Move columns
- Select the column you want to move, and then drag it to a new location. View title below icon in mac books app.NoteYou can’t move the Status column.
Sort data
- To sort the data in ascending order, click the column heading. To change the sort order to descending, click the column heading again.NoteYou can sort on the Full name, Company, Department, and Business address fields.
Show the latest data
- Click the Refresh button .
Set the number of records you see on the screen
- Enter the number you want at the bottom of the screen.
Experience App for Outlook as a pinnable taskpane
Dynamics 365 App for Outlook, version 8.2 is now available as a pinnable task pane in Outlook Desktop 2016 for Windows. If you're running Outlook 2016 for Windows (build 7668.2000 or later), Dynamics 365 App for Outlook will appear as a pinnable vertical task pane to the right of an open email message in Outlook.
.
With Dynamics 365 App for Outlook in pinned mode, you can select an email message and view all the relevant Dynamics 365 apps details for the selected email, without having to choose the Dynamics 365 apps ribbon icon on every email. You can browse through your email list by selecting email messages to read and App for Outlook will always display the details related to the current selected email. This capability is available on Dynamics 365 for Customer Engagement, version 8.2.2.1458 or later. For more information, see Implement a pinnable taskpane in Outlook.
Note
If you are version 8.2.2.1458 or higher and do not see the option to pin App in Outlook Desktop 2016 for Windows, you may need to redeploy the App. To redeploy the App, please navigate to Dynamics 365 App for Outlook under Settings. On this page, select ADD APP FOR ALL ELIGIBLE USERS option on top of the user grid. You can also choose to change the view to Eligible Users with the App, then select the users from the grid and choose ADD APP TO OUTLOOK. This will redeploy App for Outlook to the selected eligible users.
User's Guide for the previous version (Dynamics CRM)
This section of this topic describes how to use the version of the app provided in CRM Online 2016 Update 1 and Dynamics CRM 2016 Service Pack 1 On-Premises.
In this section:
What Dynamics 365 App for Outlook offers
Dynamics 365 App for Outlook included in CRM Online 2016 Update 1 and Dynamics CRM 2016 Service Pack 1 On-Premises is a lightweight app you can use to view Customer Engagement information and track email from within Outlook. The Customer Engagement data appears right in your Outlook Inbox.
With Dynamics 365 App for Outlook, you can:
- Tap the power of Customer Engagement while working in the familiar Outlook environment.
- Track incoming or outgoing email wherever you are, as long as you have access to a browser.
- Track email or view Customer Engagement data from a desktop computer or phone.
- Link an incoming or outgoing email record to an existing record in Customer Engagement. For example, you might want to link an email message to a specific account or opportunity.
- Convert an email message into a new Customer Engagement record.
- Find out whether an email message is already tracked, and change the regarding record (the Customer Engagement record the message is linked to).
- Create Customer Engagement contact records for people on the From list that aren’t already included in the Customer Engagement database. You can also create new Customer Engagement records for any entity (record type), as long as the entity has been enabled for mobile and for multi-entity search.
- Preview information about contacts and leads stored in Customer Engagement. For example, you can find a phone number or company name for a contact or lead, or preview the last and next activities for a contact or lead.
- https://realtybrown356.weebly.com/blog/free-download-lync-2010-for-mac. Open Customer Engagement records directly to find or enter more detailed information.
Prerequisites for adding and using Dynamics 365 App for Outlook
Your Customer Engagement system administrator can deploy Dynamics 365 App for Outlook to your organization or you can add it yourself as long as you have the required security privileges (the Use Dynamics 365 App for Outlook privilege) and if your organization synchronizes incoming email with server-side synchronization. The system will let you know if these prerequisites have not been met when you attempt to add the app. If you’re an admin, and you want to learn about deploying the app, see Deploy Dynamics 365 App for Outlook (lightweight app).
Add the app to Outlook
After the prerequisites have been met, you can add the app directly from Customer Engagement.
- Click the Settings button , and then click Apps for Dynamics 365 apps.
- On the Apps for Dynamics 365 apps page, under Dynamics 365 App for Outlook, click Add app to Outlook.
Access the app for the first time
Once the app is installed, it appears as a DynamicsCustomer Engagement tab in the Outlook reading pane. Just click the tab to access your Customer Engagement data.
If you don’t see the DynamicsCustomer Engagement tab, you need to enable the app.
If you’re using desktopOutlook:
- Open software on mac from unknown. Click File > Manage Apps.
- Sign in, click General > Manage add-ins, and then select the check box for DynamicsCustomer Engagement.
If you’re usingOutlook on the web:
- Click the Settings button ** > Manage add-ins**.
- Click General > Manage add-ins, and then select the Turned on check box for DynamicsCustomer Engagement.
Track an incoming email message from an unknown sender
- Select the email message in your Inbox, and then click the DynamicsCustomer Engagement tab.When an email message is from an unknown sender (the sender isn’t already a contact or lead in Customer Engagement), you’ll see the following screen:
- Click Create new contact.
- The First Name, Last Name, and Email fields are already filled in for you. The Phone Number field will be filled in if it’s available.In the Create Contact form, fill in other fields (as much or as little as you like), and then click Save when you’re done entering info, or click Edit to open the Customer Engagement contact form to enter more details.NoteIf you want to enter information for a lead instead of a contact, don’t fill in any information in the Create Contact form. You can track the email regarding a new lead instead, as described below.When you click Save in the Create Contact form, the app displays contact card information, as well as empty sections for Next Activity, Last Activity, and the first two lists on the contact form. By default, these lists are Case Associated View and Opportunity Associated View. These sections are empty because the contact doesn’t have any related records in Customer Engagement yet.
- To track the email, click Track.
- Do one of the following:
- If you don’t want to link the email message to an existing Customer Engagement record, click Or, track without setting a regarding record.
- To link the email message to an existing record in Customer Engagement, in the search box, enter a keyword (for example, a company name), click Lookup, and then select one of the records in the resulting list.When you select a record, the record appears next to To be tracked regarding. To open the record in Customer Engagement, click the link.NoteWhen you click Track, tracking with Customer Engagement should take place right away. If syncing doesn’t occur after a few minutes, ask your administrator to verify that server-side synchronization is working for sending email from Customer Engagement.
- To create a new record in Customer Engagement (for example, to create a lead record instead of a contact record) and link it to the email activity record:
- Click New next to any enabled entity.
- In the quick create form, fill out the fields.
- Click Save to save the record if you’re done adding information. To enter more detailed information, click Save and edit inCustomer Engagement.
NoteThe entities shown on the tracking page have been enabled for mobile and enabled for multi-entity search. For more information on enabling entities, see TechNet: Entities and Dynamics 365 apps for phones and Dynamics 365 apps for tablets.
Create an email message, and then track it
You can also track outgoing email. When you create an email message, the DynamicsCustomer Engagement pane appears on the right side of the screen.
Note
Tracking email in compose mode is temporarily unavailable for Outlook 2013 or Outlook 2016. For more information, see Can’t track emails in CRM App for Outlook.
Delegated users can not use Dynamics 365 App for Outlook to track emails. We suggest using folder-level tracking or automatic tracking for delegated users.
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Track an email message that you create
- Click Track this email? at the top of the DynamicsCustomer Engagement pane.
- If the name you enter on the To or CC line doesn’t match a contact record in the Dynamics 365 apps database, click Create new contact to create a contact record in Customer Engagement.
Preview information about a sender that’s already stored in Dynamics 365 apps as a lead or contact
- Select the email message in your Inbox, and then click the DynamicsCustomer Engagement tab.The information you’ll see includes:
- Contact information about the person (lead or contact) the email message is from
- Next and last activities
- Other related records, which include records from lists on the associated entity’s main form
NoteThe related records you see may vary based on whether your system has been customized. Dynamics 365 App for Outlook displays two records from each view. If you want to see all records related to a contact or lead, click the contact or lead name in the contact card.
Change the regarding record for a tracked email message
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- Open the email message, and then click the DynamicsCustomer Engagement tab.
- Click Change.
- Do one of the following:
- To untrack the record, click Or track without setting a regarding record.
- To select a different Customer Engagement record, enter a keyword (for example, a company name) in the search box, click Lookup, and then select a record from the results list.
- To create a new record in Customer Engagement and link it to the email activity record:
- Click New next to any enabled entity.
- In the quick create form, fill out the fields.
- Click Save to save the record if you’re done adding information. To enter more detailed information, click Save and edit in
Customer Engagement.
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![Dynamics 365 outlook app for mac Dynamics 365 outlook app for mac](/uploads/1/3/4/2/134217631/239785561.jpg)
Open a Dynamics 365 apps record from Dynamics 365 App for Outlook
You can open Customer Engagement forms directly for contacts and other records. To open Customer Engagement records, click any of the following links:
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- The name of the lead or contact
- The Pop Out button
- The name of the regarding record (once the email has been tracked)
- Any record or activity tile