If you are looking to enable Outlook integration in your Dynamics environment, you have probably followed the official Microsoft documentation here: How to deploy Dynamics 365 App for Outlook | Microsoft Learn.
After following all the steps you finally try the functionality from Outlook for Web, but can’t find the Dynamics button like you easily found in Outlook for Desktop. Fortunately, the Dynamics plugin is already installed, and all you need to do is customize your Actions toolbar to show it:
- Open an email in Outlook for Web
- Click on the three dots in the upper right hand corner, and then select Customize actions
- Under Apps on the right side, click the checkbox next to Dynamics 365
- Return to the email, and you should find the Dynamics button on your Actions toolbar. Click it
- Log into Dynamics (only needs to be done the first time), and you are now able to find a Dynamics record and tag this email conversation to it.
That's all for today!
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