Integrated Outlook in Dynamics 365 for Financials

By integrating Outlook in to Microsoft Dynamics 365 for Financials businesses can easily manage all their business interactions in one place. It is simple to set up inside Financials, simply choose, “Assisted Setup”, then “Set up Outlook for Financials”, and follow the wizard. Users will be prompted to select between setting up the integration for their own personal inbox, or setting it up for the whole organization. Users then select their current email host and log in using their normal credentials, thereby integrating their email in to Outlook within Dynamics 365 for Financials.

Once integrated users can access all of their email directly from Dynamics 365 for Financials, and have the ability to launch directly in to customer’s info directly from emails sent to them. Financials populates with the data of the client who sent the email. This enables quick access to important customer info, making tasks like checking inventory or order history a quick and painless. With this pre-populated info users can then generate quotes in response to inquiries, and send those quotes back directly from Dynamics 365 for Financials, which is embedded within Office, along with any notes or messages needed.


By integrating Outlook in to Microsoft Dynamics 365 for Financials businesses can increase efficiency by cutting down on the time it takes to find relevant data, analyze it, create a quote, then send the quote via email. Users can get accomplish more in the same amount of time, and by lowering response time, users increase customer satisfaction. It is a winning proposition for any business.

Learn More with this quick video:


By Socius, an Ohio Dynamics 365 Provider

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