Before We Get Started…
Microsoft made the Dynamics 365 App for Outlook available just a few months ago, and many folks have written excellent articles on the topic. I would recommend you review the Microsoft Documentation site for these articles “Deploy Dynamics 365 App for Outlook” and “Dynamics 365 App for Outlook User Guide“.
Once you understand how the app is deployed and how it works, the rest of this article will make more sense….
About the Author
Aaron Back (Microsoft MVP)
Aaron Back is a Microsoft MVP with many years experience with Microsoft Dynamics 365 (CRM), Power Apps, Power BI, and Power Automate. He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.