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Tracking emails from a shared inbox using the Microsoft Dynamics 365 Outlook App

Reading time: 2 - 4 minutes

As a Microsoft Dynamics 365 Power Platform consultant I have lost count of the different Microsoft Dynamics 365 CRM solutions Tecman have delivered where there has been a question over using the Microsoft Outlook app to not only ‘track’ emails from a staff member’s mailbox but also the ability to do this from a shared mailbox. Examples of this might be @Sales/@Customerservice/@service/@info...the list is endless. 

It’s not uncommon for businesses to use shared mailboxes to pick up and process leads and queries between the team. It works (to an extent) and everyone can see (within reason) what needs dealing with next. 

So naturally when a Dynamics 365 CRM solution is due to be implemented in the business, it makes sense to track the ‘required emails’ from the shared mailbox into Dynamics 365 CRM, creating leads, cases, accounts, contacts or just associating the email with an existing record. 

You may have searched the internet for solutions, but nothing has really jumped out? 

Well, like most, I also searched for an answer and came across this… 

a Microsoft article, which left me a little unsure of what was actually being explained. 

Keeping your staff in the loop with in-app notifications for Microsoft Dynamics 365 CRM

Reading time: 2 - 4 minutes

When we build a new Microsoft Dynamics 365 CRM solution, customers coming from an environment that has used lots of email communication can quite rightly become nervous when it comes to removing the requirement for that method of communication. However, there is no need to be worried as, going forward, everything will be stored and managed within Dynamics 365 CRM.

Not just a name change for Microsoft Dynamics 365 Marketing

Reading time: 2 - 3 minutes

Microsoft Dynamics 365 Marketing has changed its name to Microsoft Dynamics 365 Customer Insights – Journeys. Whilst not the snappiest of titles, it is bringing some interesting changes to the functionality and direction of the product itself.

Dynamics 365 Marketing is getting a new name, more functionality and a price increase

Reading time: 6 - 11 minutes

Grab a cuppa, maybe even a biscuit or snack of your choice, you’re going to need a few minutes for this one but it’s important.

Migrating Marketing List Members in Microsoft Dynamics 365 CRM

Reading time: 3 - 6 minutes

Get a real-life example of how we've helped one customer migrate Marketing List members into Microsoft Dynamics 365 CRM.

Integrating Microsoft Dynamics 365 CRM & Business Central: The Perfect Match?

Reading time: 2 - 3 minutes

Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 CRM can individually bring a lot of great functionality, helping improve and streamline business processes. But how well do they integrate with each other? Both being Microsoft products you’d expect seamless integration, however, that hasn’t always been the case. We’ll be exploring what integration challenges we’ve come up against previously and what limitations users could expect, as well as how integration has moved on with more recent software updates.

Sending emails from the owners of contacts using Microsoft Dynamics 365 Marketing: Part two

Reading time: 2 - 3 minutes

In the first article on this topic, we discussed the benefits of dynamically personalising Microsoft Dynamics 365 Marketing emails to be sent from the Owners of Contacts and exactly how to make it happen.