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The Microsoft Outlook integration for document management allows users to capture emails and attachments directly from Outlook, importing them into OnBase. Once captured and indexed, OnBase links emails and any supporting documents to existing account information for simple retrieval. With Outlook and OnBase working together, users: Have. Oct 21, 2019 These 2 features integrating Outlook and OneNote 2016 are essential. As much as I want to switch the the new OneNote (because it has some great new features too!), I can't until these features are added. Microsoft Outlook Version 2016, Office 365. Microsoft Outlook Version 2013, Office 365 64-bit. Microsoft Outlook Version 2013, Office 365 32-bit. Microsoft Outlook Version 2010 64-bit. Microsoft Outlook Version 2000-2010 32-bit. Microsoft Outlook Web Access (OWA) (also known as Outlook on the web). Outlook and Project Integration Our company is rolling out Microsoft Project for all of the projects we have ongoing in the organisation. A considerable amount of the resources within projects have a considerable amount of their time spend on non-project activities such as IT and business development.
Use Dynamics 365 App for Outlook and tap the power of Dynamics 365 apps while using Outlook on the desktop, web, or mobile. You can view information about an email or appointment or link it to an opportunity, account, or case in your app.
Dynamics 365 App for Outlook works with customer engagement apps (such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, Dynamics 365 Field Service, and Dynamics 365 Project Service Automation, Dynamics 365 Customer Engagement (on-premises), version 9, and Microsoft Dataverse.
Microsoft Outlook On Integrations Page
Benefits
With Dynamics 365 App for Outlook, you can:
Link email messages, meetings, and appointments to a row in your app. For example, link an email message to a specific account, opportunity, or case.
View information in the context of an email message, meeting, or appointment.
Synchronize contacts and related information so that Exchange and your app is always up to date.
Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.
Get started
Microsoft Outlook On Integrations And Interlocking
Before you start using App for Outlook, review these topics: