How to Access & Use the Dynamics 365 Sales (CRM) with Outlook
Welcome to our “How to” video series. We are exploring the features of Dynamics 365 Sales (CRM), from basic to most complex!
Our Solutions Specialists demonstrates how to use Dynamics 365 Apps for Outlook.
Here is our agenda for today’s video:
How to track an email from a CRM on Dynamics 365 00:50
How to add a new lead on Dynamics 365 from Outlook 02:00
How to track an appointment from Outlook 04:00
Explore global functions within the Dynamics 365 App 04:59
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To learn more about Dynamics 365 Sales (CRM), visit:
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