There was a time when archiving email meant taking a few Megabytes of data away from the restricted space within your mailbox, and possibly storing it for posterity in an a PST file on your PC, where the mail would stay until eventually the file is either corrupted or deleted with no backup being taken first, whichever inevitable event happened first.
Thanks to Moore’s Law, mailbox capacity is now less of a constraint. Having too much clutter and the distraction that it causes is a more pressing issue than not having enough space.
There are tools – some mythical and magical – to reduce volumes of unnecessary emails, and automatic processing via features like the Focused Inbox or Clutter can help to filter out stuff that is getting in the way, but fundamentally the decision on whether to delete, defer, delegate or just leave it lying about, rests with the user.
There is still an AutoArchive function in Outlook, but you probably don’t want to use that.
Instead, look at the simpler “Archive” feature, which is available for Microsoft 365 users and appeared first in the web client before making it into desktop Outlook. If you haven’t used the Outlook Web App for a while, it’s worth having a look since it has evolved massively over the years, and often leads the way for new functionality and integration, compared to its desk-bound precursor. There is a view that eventually, the web client will replace Outlook on the PC.
If the Archive option shows up in the web UI (with suitable icon), the folder should also be visible in desktop Outlook in the main folder tree. Just like you have an Inbox, Drafts, Sent Items and so on, it will have been created for you but you may need to expand the view to locate it. And no, you can’t rename it…
Check out the Archive folder properties, and you can see its size on your own machine or on the server (assuming that you’re not storing everything in your mailbox within your Outlook cache).
To fire an email into the Archive folder from the desktop Outlook client, just press backspace if you’re currently viewing the message in the preview window. The default shortcut key to archive a message in Outlook Web App is E though you can reconfigure the app to use different shortcut schemes, in case you’re more familiar with other web clients. To see the shortcuts in Outlook web app at any time, just press the ? key.
Organising a meeting in Outlook means sending out requests to participate – effectively you’re creating an appointment or event in your own calendar, then converting into a meeting by inviting other people to join you. If you’re putting something in your diary and want other people to know about it, but without expecting them to join you (eg you’re going on vacation and presumably don’t want your teammates to tag along), simple tricks can reduce the annoyance you might foist onto your co-workers…
Who has responded? Have most people declined?
When you open a meeting you’re organising and which you do want people to respond to, you’ve always been able to see (in the Tracking tab) how many people have accepted or declined etc. A couple of years back, Outlook added the feature of Tracking if you’re an attendee, so anyone in the same tenant as the organizer can see who else has accepted etc.
If you are organising or attending a large business meeting with lots of attendees, it’s useful to be able to slice and dice the attendees more effectively – have most people declined and should I move the date, for example – click on the big Copy Status option at the top of the list.
It’s now easy to paste the info into a blank Excel sheet, and before even changing selection, hit the Format as Table option on the Home tab; confirm the selection area is OK, tell it you want to add a header row and choose a style that suits.
If you right-click the table and select Table > Totals Row then if you filter the headings – like the responses, for example, you’ll be able to quickly see how many Accepted, Declined and so on.
Well, thanks to the magic of macros, use this Address Book Resolver spreadsheet, and just paste the responses from the Copy Status… step into cell A1, then hit the Resolve button.
Some attendees might be external users (so won’t be known to your address book), and some of the names in the first column might not be unique enough to resolve, and will be highlighted (alongside external users) by a red Unknown in the Job Title column.
If you manually look up an unresolved internal user in the Outlook address book, and find the correct alias name for that person, paste it into the first column instead of their name, and re-run the Resolve function.
To use this sheet for resolving any list of bulk display names or alias names, just paste them into column A (and hide Columns B and C if you’re not using the output from a meeting invite tracking list).
To prepare the spreadsheet for use, download the Address Book Resolver file as above (here it is again). Open the ZIP file and open the enclosed XLSM file or save it somewhere on your machine, then open it. Make sure you Enable Editing, then Enable Content so you can run the Macro that does the lookups.
This is an evolution of the Alias resolver sheet posted back in ToW 417.
A reader recently got in touch to ask for help in finding stuff in Outlook. The search capability within the application most of us use most of the time has evolved considerably throughout its life, with a prominently placed search bar now adorning the top of the main window. When you click into it, lots of helpful filtering and searching capabilities are offered in the ribbon below.
It’s worth getting to grips with a few simple text search terms, though, so when you’re typing some search term you can direct Outlook to particular items. Helpfully, using the options in the menu will actually build the query that is fed to search, so you can type them in future. Simple quick wins include things like using from:name to show only emails that originated from a particular sender.
Or has:attachment, which will only show you mails that have other files attached. Combined with a few other criteria, you can filter the results of your search pretty hard, rather than sifting through them. Adding some other smarts like received:”last month” can streamline some more. For more info on search terms, see here.
The scenarios our reader posed, though, were specifically around searching in the calendar – eg, do I have a meeting in my calendar with a particular person? Or what recurring appointments are due to expire this month?
If you navigate to your Calendar and click the down-pointing arrow to the right of the Search box, it will display a small form with series of other fields you can complete, in this case relevant to appointments rather than messages.
Click + Add more options to bring up a picker that lets you add even more – such as whether the meeting is a recurring one, or if it shows in calendar as Busy or not. Selecting the options builds the query as before, so you can see a variety of defined names – like organizer | organiser (depending on your locale) or requiredattendee:.
Coming back to the original question; if you want to find all future meetings in your calendar with anyone called Tony, you could type something like requiredattendee:tony start:>today. And if you want to find out which recurring meetings are expiring soon, start by searching is:recurring start:>today. That will show you a list of future recurring appointments, but not give all the info we’re looking for since the default results view doesn’t show anything about the pattern of recurrence – so right-click on one of the column headings of the search results and select Field Chooser, where we can add some extra columns to the view.
Now, in the pop out window, change the filter from Frequently-used fields to All Appointment fields, and scroll down to find Recurrence Range End. Now drag and drop that field into the column list, then click on it to sort descending so you’ll now see all the meetings that are set up with a recurring pattern, ordered by when that pattern is due to end. For added context, you could put Recurrence and Recurrence Pattern on there too.
Don’t be alarmed if some of them are due to keep happening until a very long way into the future. We’ll probably have stopped using email by then.
Before Outlook arrived as part of Office 97, users of Exchange Server had an email client and a separate calendar app (Schedule+; that’s why some diehards still say things like “send me an S+”, meaning send a meeting request). Both would maintain a connection to the server and would chat back and forth, only downloading data when a message or attachment was opened. Although this put something of a penalty on the network, it meant there was no need to cache large amounts of data on a PC hard disk. Outlook replaced both the mail and S+ clients, but maintained the same synchronous connection to the server.
Outlook 2003 and Exchange 2003 changed the default model, since PC hard disks were getting much bigger and cheaper, so it made sense to have Outlook deal primarily with a cached copy of the user’s mailbox, bringing all kinds of performance benefits to both end user and to the operators of the server back-end. One really notable improvement was the ability to run fast searches against mailbox data that’s in the cache, rather than having to execute searches on the server.
Prior to the cached mode, the best-case scenario for running a search was the server returned messages that fit a particular query asked by the client – mails received this week, mails with FOO in the subject line etc. If the server had indexed the relevant properties (received date, subject etc), it was pretty quick at sending back the results. If the user wanted something more in-depth, it was a punishingly slow process as each message would need to be picked up and inspected to see if it met the query – so searching for every email with a particular word in the message body text would be laborious. Three cheers for cached mode and client-side indexing.
If you look at Advanced Find in Outlook today, though, you’re staring into a time vortex that transports you right back to the late 1990s, as it hasn’t really changed, even if the speed of getting results back will be noticeably better since you’re almost certainly pulling them out of a local copy of your mailbox.
The first couple of tabs on the Advanced Find dialog let you search for mailbox items that fit some common criteria – but the third tab is a window into how Exchange stores and categorises messages, appointments, tasks etc.
Aside: most apps use CTRL+F to invoke Find – try it in Word, Excel etc – but in the mail client, CTRL+F forwards a message instead. Find out why, here.
The idea here is that you can build a query based on properties of messages – and when you select the Field from the extensive drop-down list, it would let you choose appropriate filters (some, like Flag Status or Receipt Requested would only have a couple of possible values, but others would let the user enter text, date or numeric filters).
Not all of the fields are used for much these days – eg InfoPath Form Type harks back to the days when the now-defunct InfoPath could be used to create mailable forms – but having a poke around in Advanced Find can give a curious user some insight into how Exchange and Outlook organises their data.
In the Northern Hemisphere, spring feels finally underway – and following a long locked-down winter, it can’t come soon enough. For many of us, even if meteorological spring started nearly 2 weeks ago, the promise of summer starts when the clocks go forward to daylight saving – or summer – time.
If the country or state you’re in observes summer time, then you’re either about to enter (if in the northern half of the marble) or leave it (if southern). To keep us on our toes, this movement back or forth often happens around the world on different dates. To keep us on our toes, some countries have less-than-hour gaps between time zones, and in the past, others have decided to change time zone permanently.
In olden days, some people wore GMT or World Time watches, which allowed the user to tell what the time was in different locations. With the World Time example here, the red arrow hand points (on a 24hr scale) to the current time; when the user rotates the outer bezel so that the nearest location is pointed to by that hand, the other locations listed on the bezel will be aligned with the 24hr number of the current time in those places…
– eg if it’s 2:30am in Iran, then lining Tehran up with the red hand would put both London and Paris at midnight, since they’re both at GMT+1.
eh? In October 1968, the UK decided to move to British Standard Time – GMT+1 – all year round. This particular wristwatch was produced between 1968 and the end of 1971, when the practice was reversed – so for a while, it was correct that London would be in the same time zone as Paris and Rome. Except the watch wouldn’t know when Paris and Rome went into summer time, thus putting them an hour further ahead… oh well, never mind.
In a global working environment, especially one where everything is done online rather than having people in the same location, the friction of time zones changing has never been more obvious. Usually, you’ll only move through time zones relative to everyone else when you travel – flying across large distances, or maybe just driving across a bridge or dam.
But now, a digitally-oriented meeting can shift its time for some of its attendees, relative to the others – depending on where the originator is based.
The excellent Alarms & Clock app, which is part of Windows 10, lets you pin cities around the world to a map, showing their approximate location (bet you didn’t know Brissie was south east of Sydney?) and what the time is currently, and if you click the Compare icon to the left of Add new city, you’ll see a grid indicating the relative time in all of your pinned cities. You can jump to a specific date, so if you’re planning a meeting with people in different time zones, it might be a good idea to check what the impact of Daylight Saving Time (DST) changes might be.
Those parts of the US which observe DST, are due to move an hour forward this coming Sunday (ie March 14th). In common with doing things differently to everywhere else, that brings the US (and Canada) one hour nearer most of Europe for the next two weeks, until the end of March. Much of the southern hemisphere comes out of DST the week after that, so by then Sydney will be two hours nearer London than currently.
The impact of this can be seen in peoples’ calendars, when regular meetings somewhat inexplicably start to clash with each other – if a UK organiser set a recurring meeting for 4pm GMT, that would normally compel Seattleites to be there at 8am, but since they’ll be only 7 hours behind for a couple of weeks, that shifts to 9am in their calendar, potentially clashing with some existing 9am Pacific Daylight Time meeting.
Conversely, a 9am PST / 5pm GMT meeting as created by the person in the US a few weeks ago, would now start at 4pm in the afternoon in London. Great news if that meeting is a Friday afternoon, as it brings beer o’clock one hour forward.
Although Outlook does a pretty decent job of juggling the differences between time zones, there is no obvious way to show what time zone a meeting had been created in (eg show me all meetings that are going to be affected by this shift for the next 2 weeks). A simple trick if you want to check on a specific meeting, is to start a Reply to a meeting you’ve been invited to, whereupon you’ll see the time zone of its creator…
While It won’t help you identify the meetings that are causing the clashes, it might help restrain you from firing angry missives at the organiser of the meeting, if you know what’s causing it.
One of the features in Office apps that has come to the fore in recent years is the concept of @mentions – something that started in the early days of Twitter. The use of the @ before someone’s name lets you quickly tag them to a piece of content, and in some cases gives them a proactive notification that you’re trying to reach them.
Exactly how the notification occurs differs slightly depending on the medium – in Yammer, for example, starting to type someone’s name after an @ sign will give you a picker to choose which person you might want to tag; pressing TAB will accept the name at the top of the list, and cc: that person to the specific post you’re making, so they’ll be notified in Yammer and possibly by email too. If you know someone’s alias then you can quickly type @aliasTAB to tag and accept them. You can also use mentions in comments within Office documents.
The same behaviour is commonly available in Teams as well, though it may be more limited as to who you can mention – in the chat for a meeting or in a Teams channel, you’ll typically only be able to @mention the people who are taking part or who are already members of the team. Like other uses of the @mention idiom, tagging someone will insert their full Display Name, as defined in the Microsoft 365 environment (or the address book if you like) – which can make mentioning people in a chat feel a little directorial or formal, especially if the format of their display name is something like FamilyName, GivenName (DEPARTMENT).
In most uses of the mention, you can edit the full name of the person, though it’s not quite consistent how to do it – in Teams, for example, merely pressing backspace (after the display name has been resolved) will remove the last word … so if you want to tag a colleague and their display name is Jane Doh, then a quick tap will reduce that to simply Jane. If they were Doh, Jane (IT) then it’s a little more complex to lose the formality – holding CTRL+SHIFT while pressing the left arrow will select a word at a time, so you could ditch the last part of the name then simply CTRL+Left arrow would skip the middle part, then CTRL+SHIFT+Left arrow/Delete will remove the first part again.
Lesser platforms might allow a user to set a nickname that is used in place of their display name; that’s not (yet) an option in Teams etc, though in Outlook when you mention someone, you could insert a nickname in-between other names then remove the original ones, leaving only the short name you’ve added, but still hot-linked to their contact card etc. It’s a bit clumsy but might be preferable to calling them by their more formal name.
You can’t sort by that special field, but you can filter the inbox to only show you the mails where you are being called out. Handy when people have a habit of assigning you tasks in an email, assuming that you’ll read it…
Just click the sort/filter option found to the top right of your Inbox or other folder, and choose Mentioned Mail to show only messages where you are mentioned.
For a long time, storage was relatively expensive so it was a good idea to spend time and money reducing the amount you would needed to use. In 1990, PC hard disks would cost about $0.20 per megabyte, and capacity would be in the 2-3 figure MB range. So, compression software could be used to delay the day you’d need to buy a bigger disk, even if there was a slight impact on performance (through decompressing and re-compressing data while reading from and writing to the disk).
As storage got cheaper, the tendency to just keep old data gained prevalence, though some systems imposed limits due to the relative complexity and expense of managing their data, providing resiliency and backup services.
Corporate email quotas were measured in Megabytes, and tools like the Outlook Thread Compressor helped people reduce the amount of space their mail took up. In time, people used it to simply reduce the number of messages they needed to read, rather than worrying about the space they’d save – and it inspired the Clean Up Folder function in Outlook today.
When Google launched Gmail in 2004 with a staggering mailbox limit of 1GB – 500 times that which was offered by Hotmail – the rules on what was expected for email quotas were re-written, with an expectation that you would never need to delete anything, and could use search to find content within.
Leaving aside corporate policy on data retention, keeping piles of stuff indefinitely causes its own set of problems. How do you know which is the right version? Can you be sure that you have copies of everything you might need, in case the data is lost or damaged? If you have a backup, do you know that it’s a full copy of everything, and not a partial archive? Having multiple copies of the same content can be a headache too, if you’re not sure which is the true original and which might be later copies or partial backups.
Applications might create their own duplicate content – perhaps through bugs, or through user activity. There was a time when syncing content to your phone or to another machine might risk duplication of everything – like having multiple copies of contacts in Outlook, for example. A variety of hacky resource kit utilities were created to help clean up mailboxes of duplicate contacts, appointments etc; you might want to check out a more modern variant if you’re worried that your mailbox is cluttered up.
The curse of duplication can be a problem at home, too, especially when it comes to photographs. Have you ever taken a memory card from a camera, or a backup of an old phone, and copied the whole lot just to be sure you have everything?
Cleaning up the dupes can help make sense of what remains. You could spend money on proper photo archiving and management tools like Adobe Lightroom, or you could roll your own methodology using a mixture of free and low-cost tools – tech pundit Paul Thurrott recently wrote about his approach.
There are many duplicate-removing tools out there – just be sure you’re getting them from a reliable place, free from adware and other nasties. Be wary of anything that purports to “clean” your PC (registry cleaners etc), watch out when accepting T&Cs and don’t allow the setup routine to install any other guff you don’t need. Make sure you have the right protection on your machine, too.
One recommended tool is Duplicate Sweeper – free to try but a princely £15 to buy, but worth the peace of mind that comes with a tidy photo library or Documents folder.
A reader suggestion came in recently, sadly too late to be of use before everyone in the US downed tools for days of eating turkey and watching TV sports. It’s reprising a previous tip from nearly a decade ago, but presented here in a reminder to everyone else on the planet who’s planning to take some time off over “the Holidays” (or “Christmas” as much of the world secularly and un-offendedly refers to that time of year).
When we book time off, it makes sense to mark the days in our own calendar as Busy, or Out of Office – that way, if a colleague tries to book an appointment with you, they’ll see in the Scheduling Assistant (assuming they bother to look) that the time is blocked out and you’re unavailable – purple hatching being OOF, solid blue being busy and hatched blue meaning tentative.
Really progressive people might even be sharing their calendar details with you, so you can see what they’re doing – useful, as all-day busy events obliterate everything else if details are not shown.
If you’d like to tell other people you’re going on holiday, then you should create a 2nd appointment and invite your colleagues to it; but there are 3 important steps to take when you do this so you don’t muck up their calendar and annoy them to boot. When creating your second “FYI” holiday appointment:
While we’re setting the appointment up, it’s OK to not use Recurrence too – some people think that the way to make a multi-day appointment is to set a one-day meeting that recurs every day for a week. Don’t do that.
Just set the start and finish date of the appointment as appropriate and check the “all day event” box. The appointment will run from the start of the first date to the end of the second date so in the example here, we’d be returning to work on Tuesday 5th Jan.
Now all you need to do is create a suitably informative and entertaining Out of Office message and you’re all set!
The word “accessibility” has been used for decades as a catch-all for how people of differing abilities can interact with their surroundings, and often applies to technology which can help to overcome barriers. It’s very easy to go about your day with no thought to how others could be affected by things that you don’t even notice, whether as a result of actions you do or just objects you encounter. Design plays a big part in helping people who have disabilities or who may find certain things more difficult, and good design means that assistive technology does not get in the way of anyone who doesn’t need it.
These technologies often spawn wider usage in unforeseen ways, and in many cases are developed not for goals of making a fortune or having global influence, but to help a particular individual:
Microsoft has a long history in pushing accessibility technology – Windows 95 was the first operating system to ship with accessibility options built in, and has developed a variety of tools and platform services aimed at developers. Windows 10 has many built-in options, grouped mainly under the Settings | Ease of Access applet.
You can jump straight to many of the settings applets by running ms-settings:easeofaccess-keyboard or ms-settings:easeofaccess-speechrecognition and so on.
If you don’t need to use assistive technology yourself, it’s good practice to think about how your work might impact people who do – and there’s a tool built into Office applications which will give you tips to make sure your document or email is suitable for users with accessible needs, such as having the contents read out by the machine, or making sure there’s adequate contrast in text colours, for improved reading ease.
The Check Accessibility option on the Review tab in Office apps like Word and Outlook, should be run just as you’d check the spelling of a document when you think it’s finished. The tool will give you a series of recommendations with guidance as to why it may be better to change aspects of the document. Not every one will be viable – you may want to have images in a particular place on the page, for example, rather than just in-line with text – but many are quick to correct.
If you’ve inserted graphics or charts, for example, then it’s worth adding “Alt Text” to describe what it is, so screen-reading software can read your description of what it is. Right-click on your image to add the text, or have the PC generate a description for you – sometimes with amusing results…
Thanks to Jon Morris for providing feedback on ToW #554, about email signatures – Jon rightly points out that many of us have tiny logos (Twitter, LinkedIn etc) or other icons in our email .sig, but don’t have Alt Text on them.
One call to action would be update your own sig to add Alt Text, or to mark the images as decorative so screen reader software ignores them.
For more tips on how to write documents which are more accessible, see guidance from Microsoft or from the University of Washington. Some resources for developers or web page designers from the UK Gov, with plenty of links to other sources – Testing for accessibility – Service Manual – GOV.UK (www.gov.uk).
Email signatures – or .sigs – were once an important means of self-expression. As email exploded in use and became established as a de facto means of business communication, its use as a social tool has diminished in favour of a myriad of social networking and real-time comms tools. So the .sig of today is less about showing a funny, clever or inspirational quote and more about legal disclaimers and providing your own contact info.
Still, having your LinkedIn photo (and a link to your profile) along with salient information makes a lot of sense, especially when emailing someone for the first time. You can edit your signature in Outlook directly, by going to File | Options | Mail | Signatures, though you may find it better to do the creative stuff in Word, then copy/paste the results into the Outlook dialog.
If you feel like freshening up the signature you use, there’s a nice template document with 20 sample signature designs to give you inspiration, here, and some instructions on how to make best use of it, here.
The signature that you create is stored by Outlook as a collection of files in a folder on your PC – if you want to look and see, press the Windows key to bring up the Start menu, paste %appdata%\microsoft\Signatures and hit enter. There was a previous Tip (ToW #267) on how to set up synchronisation between multiple PCs using OneDrive, if that kind of thing is of interest.
By default, when you respond to an email in Outlook, it shows the reply in the main Outlook window, in the preview pane location – a feature that you can disable if you prefer to open in a new window. Go to File | Options | Mail and scroll down to find Replies and forwards.
When sending mail in a new window, you get the full ribbon menu of options, which includes the ability to insert your signature in the message – handy if you have it set to not include by default (eg in replies, where you might not normally want a full signature).
If Outlook is configured to write replies in the main window, you don’t get the Insert menu, so you’d either need to Pop Out the message into its own window, or you could start typing sig in the Search box at the very top of the window.
The search box will show you a bunch of content from search results as well as relevant actions from the many menu options in Outlook – it can jump to pretty much every feature, if you can’t remember where to find it otherwise.
The Signature action is the same as the menu option which lets you choose from one of a number of possible signature blocks to insert – in this example, there is only one, called .sig.
Finally, if you regularly need to insert your signature, you could add it to the Quick Access Toolbar in the main Outlook window. Just click the downward arrow at the right side of the QAT (in the top left of the window bar) to Customize it, and select More Commands to find the right one. Change the drop-down box to All Commands then scroll down to find Signature then click the add button to put it on your QAT.
Now, when you’re replying to an email in the main Outlook window, the insertion of your signature block is only a couple of clicks away.
Evolving from personal and then group contact management software in the 1980s, CRM came of age in 1995, with Oracle refugee Tom Siebel establishing Siebel Systems as the early market leader, and eventually acquired by Oracle.
Microsoft deployed Siebel in the late 1990s, initially requiring a “fat client” installation complete with a local Sybase SQL Server on everyone’s PC, so they could sync data from the central Siebel system, then eventually moving to be browser-based. One MS sales manager coined the moniker “IIIInSIDE” – If It Isn’t In Siebel, It Doesn’t Exist – giving sales people nowhere to hide when it came to reporting pipeline of opportunities they were tracking.
Mark Benioff, another ex-Oracle exec, set up Salesforce.com in 1999 to not only establish SaaS as a viable way to deliver “line of business” systems (as part of the first Application Service Provider boom, which was largely wiped out by Dot Bomb), but to ultimately eclipse his former employer in terms of market value. Time also moves on – now that Salesforce is the big dog in the CRM world, there are lots of competitors snapping at its heels… Pega, Zoho and many more.
Not least, Microsoft – the Dynamics CRM business (now part of Dynamics 365 Customer Engagement) is growing fast, and even courted the “Father of CRM” to choose D365 for his new enterprise. If you use Microsoft’s Dynamics 365 CRM as part of your job, and use Outlook on your PC for mail, calendaring and contacts, there’s a handy way of connecting the two.
Dynamics Connector for Outlook
There have been several versions of a way to link Outlook and Dynamics together; the latest, Dynamics 365 App for Outlook, will fully supplant earlier versions in October 2020. See the admin guide for more on what the connector does and how it works. The installation can be a little clunky first time, though – you’ll need to install the connector software from here, which starts by downloading and extracting the setup files to a folder on your PC.
Make sure you’re getting the right version for your copy of Office – to check, in Outlook, go to File | Office Account | About Outlook and look to see if you have 32 or 64 bit version installed.
Once you have the base version installed (a process which takes a good few minutes: you also have the option to enable offline usage, which means setting up a local database to hold the content), don’t bother starting it yet – go straight ahead and run the update to the current version (strangely, a larger download than the original install). Once that’s downloaded and installed, you’ll need to restart Outlook if it’s running.
You’ll see a new Dynamics 365 tab on the main menu, offering a variety of CRM-specific activities.
Start with an email – the Dynamics 365 app adds context-sensitive commands to the Outlook UI, so with a couple of clicks you can track an email in CRM – copying its contents into the Account record, so others can see that you sent or received it.
If you right-click on an email address in a message, calendar appointment etc, and Add to Contacts, you can then sync that with Dynamics in a couple of clicks…
… meaning there’s no excuse to not have your important contacts listed in CRM.
You can even match the contacts’ LinkedIn profiles, and create an org chart of all the listed contacts.