🔗 Mastering Microsoft Outlook Integration with Dynamics 365 | Boost Productivity & Efficiency

Welcome to another insightful webinar from enCloud9! In this session, Brian Begley walks you through how to effectively integrate **Microsoft Outlook with Dynamics 365**, enhancing your sales and customer service workflows. Learn how to track emails, manage leads, and create cases seamlessly, all within Outlook.

📌 *Key Takeaways:*
Overview of the *new Outlook app for Dynamics 365*
How to track emails from Outlook (desktop, web, and mobile) to CRM
Creating *leads and contacts* directly from Outlook
Managing *sales and support scenarios* efficiently
Adding *sales literature and knowledge articles* to emails
*Tracking appointments and tasks* to Dynamics 365
Differences between the *old vs. new Outlook integration*
Setting up and configuring the Dynamics 365 Outlook add-in

⏰ *Timestamps:*
00:00 Introduction to the webinar
02:15 Overview of the new Outlook App for Dynamics 365
06:30 Tracking emails & creating leads in Dynamics 365
12:45 Using sales literature for lead engagement
18:20 Creating support cases from Outlook
24:05 Managing appointments and tasks in Dynamics 365
30:15 Using Outlook mobile app for Dynamics 365 tracking
35:00 Q&A session and best practices

📢 *Call to Action:*
If you found this tutorial helpful, *like, subscribe, and turn on notifications* for more Dynamics 365 insights! Have questions? Drop them in the comments, and we’ll be happy to help.

🔗 *Related Content & Resources:*
👉 [enCloud9 Website](https://www.encloud9.com)
👉 [More Dynamics 365 Tutorials](https://www.encloud9.com/blog)