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How to Use the New Sales App in Outlook for Dynamics 365
Overview, features, and practical tips from real use
The Sales app in the new Outlook brings Dynamics 365 context directly into your inbox. This is a practical walkthrough covering installation, daily features like contact creation, email tracking, AI summaries, and Teams integration; based on actual usage.
TL;DR Copilot Summary
This page includes a practical walkthrough of the Sales app in the new Outlook, its key features, compares it to the older Dynamics App for Outlook, and highlights how organizations can use either or both tools to streamline sales workflows.
If you use Dynamics 365 Sales, the Sales app in the new Outlook can surface relevant CRM data right where you’re already working. Here’s a step-by-step look at how it works in practice.
Adding the Sales App
In the new Outlook, click the More apps button at the top, then Add apps. Filter by “Built by Microsoft” to find the Sales app quickly. If it’s not installed, add it; if it is, just open it.
Once active, it appears in the apps pane for any email. You can pin it for easier access (other apps may share that quick slot).
Core Features While Reading Emails
The app shows contact and account details from Dynamics 365. For unknown contacts, it pulls information from the email signature to help you create a new record quickly. You can also track the email (and the full thread) to an account, contact, opportunity, or lead.
AI-generated summaries help quickly grasp the key points of an email; especially useful for long or rambling messages. There’s also a Copilot option to draft replies. It can be handy, but always review and personalize the output to keep your own voice and avoid any misinterpretations.
Creating Contacts On the Fly
For new people, the app pre-fills fields from the signature. Make any adjustments, associate with an existing account if needed, and save. The record appears in Dynamics right away.
Teams Integration
You can drag an email into a calendar event. Closer to the meeting time, the Sales app sends a Teams message with context: recent communications, summaries, and links. This can be helpful for shifting focus before calls, especially if you tend to get deep into other work.
You can also create account teams directly for better collaboration on important clients.
A Note on the Older Dynamics App for Outlook
For context, the older Dynamics App for Outlook is still available. It does many of the same core things (tracking, contact linking) but has a more dated interface and offers greater form customization. The new Sales app feels more integrated with modern Outlook and Teams, while the older one may appeal if you need deeper layout control. I personally enjoy the customization in the old app as a tech geek, but use both depending on the situation.
Bottom Line
The new Sales app is a solid option for bringing Dynamics 365 into your daily email workflow. Whether you adopt it fully, stick with the older app, or use a mix will depend on your team’s preferences and needs. Both tools aim to reduce context switching and keep CRM data accessible.
If you’re exploring these capabilities or running into setup questions, feel free to reach out; happy to share what’s worked in different environments.
Questions about the Sales app or Dynamics 365 setup?
I help organizations implement and optimize Dynamics 365 Sales and Microsoft 365 tools in practical, no-nonsense ways.
Working with Dynamics 365 or Microsoft 365?
Alpyne 365 is a Microsoft Partner focused on helping businesses make the most of Dynamics 365, Power Platform, and Microsoft 365. If you’re evaluating tools like the Sales app or need configuration support, I’m here for straightforward conversations and practical help.