Install Dynamics 365 for Outlook 1.) Go to Settings > Apps for Dynamics 365 and click on the Download Dynamics 365 for Outlook button at the bottom. Dynamics 365 for Outlook will be installed automatically onto the user’s Outlook. Now, if you go into Outlook,...
NOTE: You will need global administrator credentials to enable SharePoint integration with Dynamics 365 CRM. 1.) Log in to Dynamics 365 for Sales using global administrator credentials. 2.) Go to Settings, then Document Management. 3.) Go to Enable Server-Based...
Set up the email server profile First, we need to make sure that the Email Server Profile has been set up. 1.) Go to Settings, then Email Configuration, then Email Server Profiles. 2.) Choose Active Email Server Profiles, and make sure Microsoft Exchange Online is on...
Connect a record to a channel or team 1.) Choose a Microsoft Teams channel or team to link to Dynamics 365. To the right of the channel or team name, click on More options […] and choose Connectors. 2.) Search for “CRM,” and click Configure for...
