Summary
Because Microsoft provides several integrations of Dynamics 365 for Sales with Outlook, they have relied on lightweight email editor experiences for many years. Email is a central component every day in the life of salespeople, who are in constant contact with their leads and stakeholders.
With a rich text editor and a pop-up non-blocking window, composing email has never been better in Dynamics 365 for Sales. Salespeople will be able to write email with context of the record they are working on, navigate between records, have multiple active draft emails open simultaneously, preview the content before sending, add attachments, and be able to use email templates to optimize commonly used tasks.
What does this mean for me?
If you have CRM/CE online then this update will appear during the wave 2 update beginning October 2019.
Note that this update will only work with the Unified Client – If you are not yet using the Unified Client then please get in touch with us and we will help you plan the transition. Information on the Unified Client can be found here.
Further Information
If you have any questions about or need assistance in planning for this change then please contact the GCC Group Support Team on 0845 260 1151 or servicedesk@gccgroup.co.uk
