Now with Microsoft Dynamics CRM Version 2015 UR 0.1 it is not only possible to show all CRM fields in an Outlook appointment, task or email rather it is now possible to show HTML web resources.
This gives us new opportunities to map business processes. For example, users can now enrich the Outlook appointment directly with additional data and this without jumping into the CRM.
Just an example, which shows an editable grid into an appointment form. Now the user has the possibility for an easily editing, creating or deleting of data.
And how it works:
- Open your Outlook and navigate to your appointment:
- Double click the selected appointment and you will see the ‘CRM Fields’ button. Just click it.
- If this message appears, you have to track the appointment into CRM.
- You will see for CRM or tracked appointments the whole CRM
This is one of the best new features in CRM for me.