We all have different ways of demonstration the product, so I chose to create a video showing how I demonstrate in the simple sales presentations. I have only focused on the core essentials in sales during this demonstration.
Tag: Dynamics 365 app for outlook
Track categories soon available to activate in admin panel!
We all miss the awesome CRM tracking image. Why they removed it I will never know.
Then they replaced it with the odd type of tracing based on category.
Anyway, you need to use the OrgDB settings tool to activate this, but soon this will be arriving to www.admin.powerplatform.microsoft.com
Not clear to say when though. Info on webpage is only “soon” 🙂
App for Outlook not supported in newest OWA
If you can’t find the Dynamics tracking app in OWA you are not alone. It is simply not supported (yet). Not quite sure why. As you can see in the pictures below, I have one with the new OWA and the other with the old OWA
Top view new OWA, Bottom old OWA
Installing Dynamics365 app for Outlook
Open your dynamics instance and remember to force classic mode. The new UI hasn’t updated at the time writing this blog. At the end of the URL “?forceClassic=1”.
Select “Automatically add the app”, then click Save. The status will change to Pending, and the app will be added in the background. It might take a few minutes.
Open outlook via https://www.office.com
Some system emails in trial are special and might not work, but you should see the icon in the upper right hand corner next to reply all and the “thubs up”. Open the app.
This is what you see when the app is loaded in your Outlook. More about the app in a later post.
CRM Keeper 