?>

Integrate Microsoft Outlook with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Microsoft Outlook and Microsoft Dynamics CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive

Best ways to Integrate Microsoft Outlook + Microsoft Dynamics CRM

  • Microsoft Outlook Integration Microsoft Dynamics CRM Integration

    Microsoft Outlook + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Microsoft Outlook Integration Microsoft Dynamics CRM Integration

    Microsoft Outlook + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Microsoft Outlook Integration Microsoft Dynamics CRM Integration

    Microsoft Outlook + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Microsoft Outlook Integration Microsoft Dynamics CRM Integration

    Microsoft Outlook + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Microsoft Outlook Integration Microsoft Dynamics CRM Integration

    Microsoft Outlook + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Microsoft Outlook Integration {{item.actionAppName}} Integration

    Microsoft Outlook + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Outlook + Microsoft Dynamics CRM in easier way

It's easy to connect Microsoft Outlook + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Outlook & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Microsoft Outlook as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Outlook to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Outlook and Microsoft Dynamics CRM

Microsoft Outlook is a personal information manager (PIM. developed by Microsoft for Windows, Mac OS X, Android and iOS. It’s Microsoft’s response to other PIMs like Apple’s iCal, Google’s Gmail and Yahoo! Calendar.

It was first introduced in 2001 as part of the Microsoft Office suite. In 2013, it had over 400 million users.

The most popular version of Microsoft Outlook is the desktop version, which is available in several versions depending on the operating system:

Microsoft Outlook 2016 for Windows

Microsoft Outlook 2016 for Mac OS X

Microsoft Outlook 2011 for Windows

Microsoft Outlook 2011 for Mac OS X

Microsoft Outlook 2010 for Windows

Microsoft Outlook 2010 for Mac OS X

Microsoft Outlook 2007 for Windows

Microsoft Outlook 2007 for Mac OS X

Microsoft Outlook 2002 for Windows

Microsoft Outlook 2002 for Mac OS X

Microsoft Outlook 2000 for Windows

Microsoft Outlook 2000 for Mac OS X

Microsoft Outlook 98 for Windows

Microsoft Outlook 98 for Mac OS X

Microsoft Outlook 97 for Windows

Microsoft Outlook 97 for Mac OS X

Microsoft Exchange Server 2016 (for use with Office 365)

Microsoft Exchange Online (for use with Office 365)

In addition to the desktop version, there are also versions of Microsoft Outlook available for mobile devices, such as:

Microsoft Exchange ActiveSync – An application that allows users to synchronize their email, contacts, and calendar with a Microsoft Exchange server.

– An application that allows users to synchronize their email, contacts, and calendar with a Microsoft Exchange server. Microsoft Office Mobile Access – An app that allows users to access their email and calendars with their mobile device using Exchange ActiveSync technpogy. It also allows users to receive reminders and read meeting invitations. User can also RSVP to meetings and edit meeting notes. They can even view and edit contacts on their smartphones. However, they cannot create new tasks or appointments. This version of Microsoft outlook is only available on the Android platform. Support will be added in 2013 to the iPhone 6. The support will be limited to non-business related tasks. Like replying to emails, scheduling meetings and updating contact information. The app does not support editing or setting up meetings or appointments from an iPhone. Users must first set up their appointments and meetings from within their computer running a supported version of Microsoft outlook. This version of the app is only available when users have an Exchange account. Users who want to use Outlook on their iPhone but don’t have an Exchange account can still access email from their phone but will not be able to sync calendars or contacts with their phone. A user can also access several other apps that allow them to see their calendar information and contacts on their smartphone. These include apps from Google, Yahoo!, and Palm. Most of these apps are free although some require paid subscriptions to be able to view full functionality. Others charge a fee per month or per year to use their app. While all of these apps will allow a user to sync their calendars and contacts, none of them will allow the user to sync both calendars and contacts at the same time without extra software. Instead, they will require the user to manually sync each one separately. For example, if a user wanted to sync just their calendar on their smartphone, they would have to sync it with Microsoft Office Mobile Access and then sync it with Google Calendar separately. If they wanted to sync only their contacts they would have to sync it with Microsoft Office Mobile Access and then separately sync it with the contacts app on the phone. If they wanted to sync both at the same time then they would need two separate apps for this or two separate accounts for two different apps (e.g., syncing calendar data with Microsoft Office Mobile Access and syncing contacts data with Google Contacts. Many of these apps will allow a user to sync multiple email accounts at once as well but again it requires that the user manually set up each account instead of automatically syncing them all at once from within Microsoft Outlook itself since all Microsoft Outlook accounts must go through a specific Exchange server that is not compatible with these other applications. However, users who wish to use more than one account at the same time may find that they enjoy the benefits of using a stand-alone application rather than Microsoft Outlook itself which only allows a single Exchange account at a time so they should consider using one of these other apps if they would like the ability to use multiple accounts on the same device. For example, a user might want a calendar from Google and a contacts list from Yahoo! at the same time so they could quickly see when a friend is available or get contact information from someone in another country without having to log out of one account and log into another every time they want this information. However, if it’s important that they keep both friends’ calendars synchronized then they might not like using these other applications since they would have to do it manually instead of automatically whenever something was updated in one account. Another option these users might consider is using Microsoft Outlook Web App which gives them the convenience of using webmail instead of downloading software on their computer or using yet another mobile application. This way they could have all of their emails synced together without having to download software separately and managing multiple accounts in multiple applications. However, this option is only available if they have an Exchange account through either their employer or a third party like Google Apps For Your Domain (GAFYD. If they don’t have an Exchange account then they would need to use another service like Yahoo Mail or Gmail instead if being able to access each account through a single webmail interface or use multiple services if they wish to view emails from multiple accounts at once rather than just one account at a time from within one webmail interface. Although it may seem easier to manage multiple accounts within one interface than it would be managing individual applications for each one, many users may find that the convenience is outweighed by how often it might take them to navigate through several pages full of emails rather than just in one page where they could view everything at once without having to repeatedly click back and forth between tabs if they have more than one email account synced together in this manner. To learn more about how this would work check out our articles on Using Yahoo Mail With Your Facebook Account and Using Gmail With Your Facebook Account. However, if you’d prefer managing your emails directly from your computer rather than through your web browser then you should continue reading below where we discuss other options available for syncing your emails such as using Microsoft Outlook 2010 For Mac OS X and using Microsoft Outlook 2007 For Mac OS X which both use Exchange as well as business email services like Business Contact Manager or Act! Pro which tend to use POP3 so any messages sent from your contacts are saved locally on your computer rather than being sent directly from your contacts’ servers (as is done by Exchange. Now let’s talk about what else Microsoft Outlook can do besides just syncing emails, calendars, and contacts between your computer and your phone or webmail provider. First off, it can be used as an address book where you can store contact information about people you know along with addresses, phone numbers, fax numbers, personal notes about them, etc. You can even store pictures of them along with all this information if you wish. You can add as many contacts as you want depending on how much information you wish to store about each person. You can also customize the layout of your contact list so that it looks exactly how you want it including changing things like font size, cpor scheme, background images, etc. You can also import your contacts from other databases such as Outlook Express or even other programs like Quicken or Quickbooks so you don’t have to retype all that information again if you already had it stored somewhere else before moving it into this program if you wish (although some versions of Microsoft Outlook won’t import .dbx files from previous versions so make sure you read up on this info before trying this method. Once you have all your contact information entered into here you can send them emails through the program itself by clicking “New Email” when you’re viewing your contact list so you don’t have to open up separate email clients like Gmail or Yahoo Mail when you want to send an email directly from within this program (although remember that if you want your whpe contact database synced between your computer and your phone you will still need to install a mobile app for that program such as discussed above. One last thing I wanted to mention about using this program as an address book is that it has special features built in that allow you to easily search through your address book when composing an email as well as add entire groups of people directly into an email message by clicking “To

The process to integrate Microsoft Outlook and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.