We have implemented the integration of Dynamics 365 with Outlook - but pinning it isn't working

Jeff Lucido 0 Reputation points
2024-10-18T21:44:05.3033333+00:00

We have D365 integrated into Outlook and we instruct reps to pin it in the Outlook application, but the pin doesn't stay pinned when they go between emails and it is impacting their use of our CRM. We also would love to better understand the best practices in this area.

Outlook
Outlook
A family of Microsoft email and calendar products.
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Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
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  1. Kiran P 4,115 Reputation points Microsoft Vendor
    2024-10-22T08:37:24.4+00:00

    Hi Jeff Lucido,

    Thank you for reaching out to us on the Microsoft Q&A forum.

    This topic is currently not supported in the Q&A forums.

    I recommend initiating a new discussion through the https://community.dynamics.com/

    Moderators are readily available there to assist you and provide guidance.

    Please don't forget to Accept helpful answer and close this thread.

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