Best Practices for Activity Management in Office 365 and Dynamics 365

The SBS Group Blog

Many of our clients ask us how best to handle the various activities available within the Dynamics 365 suite, especially with the crossover to Office 365. While there are no “set in stone” rules, we have put together some best practices suggestions, based on the functionality available within different programs.

So, the question is… What gets handled where?

EMAIL GETS HANDLED IN OUTLOOK

Outlook, as you can imagine, has far more email tools available than what you will find within Dynamics 365.  While the latest version of Dynamics 365 does include the ability to add Email Signatures to system emails, there is still no comparison to the many millions of tools Outlook offers.

If you set your options correctly in Outlook, you can still access all the special Dynamics 365 fields you need.

TASKS GET HANDLED IN OUTLOOK

Outlook has the best task management tools, such as the ability to…

View original post 1,039 more words

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