This video shows how Dynamics 365 and Outlook work together so that you can track emails in Outlook to the timeline in Dynamics 365, and how you can create new contacts, leads, and accounts in Dynamics 365 directly from Outlook. I also give you you a couple of good tips about personal settings for which emails to track and automating creation of new contacts from emails.

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Video on admin setup coming soon (February 2022)

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