Microsoft Dynamics 365 now has two different versions of Outlook integration available:
Yes, those names are confusing. But choosing which one to use, and the right time to make the change, can be even trickier. Read on to understand the options and make a good decision about the best timing for your organization.
There are some important differences between the two versions of Outlook integration for Dynamics 365. If you’d like to do a deep dive, you can check out this Microsoft TechNet blog. Here are the some of the important new – and lost – features as they relate to this article:
New in the Dynamics 365 App for Outlook
Gone in the Dynamics 365 App for Outlook
If it were not for the lack of integration of tasks, I would wholeheartedly recommend going to the Outlook App. If your users don’t use tasks in Outlook, or if you feel that you can migrate them to using the CRM activity list for all of their task management, then you are ready for the Outlook App.
But for me, and thousands of users who use Outlook as their task management solution, this is not an acceptable option. Nobody wants to slow their ability to prioritize and manage their day because they have to manage their list of tasks in multiple places. In that case, you’ll want to stick with the older Outlook Client.
The short answer is: Yes.
The longer answer is: Not Yet. In August, 2017, Microsoft announced the deprecation schedule for the Outlook Client. Here’s what this means for you:
Hopefully Microsoft will roll the new task management features into the Outlook App well before that time!
I can’t say for sure. But Microsoft is upgrading a lot of their task management tools (including the acquisition of Wunderlist, a new tool called ToDo, and another new tool called Planner). So the Dynamics team might have had to get in line to setup integration to work with this new suite of task management tools. Hopefully we will see even better task management than Outlook – and integrated with Dynamics 365 – later in 2018!
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