Does Microsoft Dynamics Crm Work Mac

03.04.2020

Does Microsoft Dynamics Crm Work Mac Os
Does Microsoft Dynamics Crm Work Mac Free
Microsoft Dynamics Crm Software

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In Dynamics 365 Customer Engagement (on-premises), you use activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work a sale or resolve a service case. These actions are all considered types of activities.

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The system automatically timestamps every activity and shows who created it. You and other people on your team can scroll through the activities to see the history as you work with a customer.

To get the most out of Dynamics 365 Customer Engagement (on-premises), it’s important for everyone in the organization to track all their customer interactions by adding an activity for every email, phone call, task, or appointment. That way, a customer’s history is complete. Add activities to your reports to track your ongoing progress.

Keep track of notes, tasks, calls, or email with activities

In Dynamics 365 Customer Engagement (on-premises), you use Activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, assign yourself tasks as you resolve a service case, and stay up-to-date with customer news. These actions are all considered types of activities.

To add phone call details, tasks, notes, and more see: Add a phone call, task, email, or appointment activity to a case or record.
To stay up-to-date with your activity feeds, see: Stay up-to-date with customer news with the activity feed.

Important

To send email, your email must be configured correctly. More information: Why does the email message I sent have a 'Pending Send' status?

Find your activities

You can find your activities under My Work. Once there, select the Activities icon (Dynamics 365 Customer Engagement (on-premises)) or the Activities tile (Microsoft Dynamics CRM).

Change your activities view

You can view all of the activities assigned to you, or you can view only certain types of activities (for example only tasks, or only phone calls).

Select the down arrow next to My Activities, and then select All Activities, or select the activity type you want (for example, Email).

Filter the list of activities

You can filter the list of activities to see only the ones you’re interested in. For example, filter the list to see closed activities, or to see activities assigned to other people on your team.

Select the down arrow next to My Activities and then point to All Activities to include all the activity types, or point to the activity type you want (for example, Email or Phone Call).
Select the right arrow on the drop-down list, and then select the view you want. The views that are available depend on the type of activity.

Add a new activity for a customer

Most often, you’ll want to add an activity associated with a contact, opportunity, account, or other type of record to help you keep track of all the communication history you have with a customer. (You can also add an activity for yourself.)

As your organization’s relationship with a customer builds over time, you and other people on your team can look through the activity feed as you work with the customer, and see the history of your interactions. Activities can also be included in reports to track your ongoing progress.

To add an activity for a customer:

Open the record. You can use Quick Search on the navigation bar to find a record quickly.
Select Activities to add a task or phone call to the record. Select More (…) to add an email or appointment. Or, Select Notes, and then start typing.
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Add an activity for yourself

Add a task or note for yourself when you want a reminder to do something personal, like schedule a doctor’s appointment or attend a sporting event.
Otherwise, to keep a history of your interactions with a customer, you should add new activities that are associated with a customer’s record, so those activities become part of the history that other people on your team can view.

To add an activity for yourself:

On the nav bar, select Create, and then select the icon or tile for the activity.
Fill in the fields, and then select Save.

Attach a document to a note or task

Documents, spreadsheets, pictures, and just about any type of file can be attached to notes or tasks.

To attach a document:

Open the note or task.
Select Attach. (For tasks, look in the Notes section. You might have to scroll down to see the Attach button.)
Browse to and then select the file that you want to attach, and then select Done.

Mark an activity complete

After you call someone, complete a task, send an email, or go to an appointment, you can mark the activity for that action as completed.

Open the activity.
On the command bar, select Mark Complete.

Mark several activities complete at the same time

On the list of activities, select to the left of each activity to select it.
On the command bar, select More commands (…), and then select Mark Complete.

Best practices for activities

Here are some suggestions about how to use activities to your organization’s best advantage:

Add an activity for every customer interaction. Make sure a customer’s history includes a record of every communication you have with them.
Use the right activity type for the action. It may be tempting to enter a new note that says, “Sent an email to confirm pricing,” or “Called the customer to discuss their service case.”
However, you should add an email or phone call activity to track those types of actions, and use notes for more general text.
Add activities for yourself, too. You can keep track of your own assignments, events, and notes without associating these activities with a customer.
Use the Create command on the nav bar. Find these activities in the list by sorting on the Regarding column, which is blank to let you know that the activity isn’t associated with a customer record.
Keep in mind that activities “roll up” under their associated records. Let’s say you want to remind yourself to follow up with Chris Preston, a contact who’s associated with the account, Imported Sports. You’ll need to add the task activity to the contact record for Chris (not for the account, Imported Sports).
That way, your task will “roll up” under the account automatically, and you and other people on your team will see the task when they’re looking at the contact, and when they’re looking at the account for Imported Sports. (And they’ll know you’ve got it handled.)

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Dynamics 365 for Outlook works the way that you do by providing a seamless combination of Dynamics 365 for Customer Engagement features in the familiar Outlook environment. This section lists software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access.

One of the following operating systems is required:

Windows 10 (64-bit and 32-bit versions)*
Windows 8.1 or Windows 8 (64-bit and 32-bit versions)
Windows 7 Service Pack 1 (64-bit and 32-bit versions) * Windows 7 does not support offline capabilities.
Windows Server 2012 and Windows Server 2012 R2 when running as a Remote Desktop Services application

*This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Microsoft Dynamics 365 for Outlook software feature prerequisites

The following software must be installed and running on the computer before you run Microsoft Dynamics CRM for Outlook Setup:

Web Browser. One of the following:

Internet Explorer 11
Internet Explorer 10

Important

Internet Explorer 9 or earlier versions are not supported for use with Dynamics 365 for Outlook.

You should add your Dynamics 365 (online), version 8.2 URL to Trusted sites in Internet Explorer. See Troubleshooting: Unblock required URLs.

Microsoft Office. One of the following:

Office 2016*
Office 2013
Office 2010
*This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Important

Dynamics 365 for Outlook isn’t supported with Office for Mac versions of Office Outlook.

There may be situations in which the customer has to change code that's not 64-bit ready,' Microsoft said in a, referring to possible conflicts with third-party Office add-ons. Further reading: Apple has long urged developers to release 64-bit versions of applications - the Mac's operating system has supported only 64-bit Intel processors since 2011's OS X Lion - but Microsoft has been one of the most significant holdouts.For users, the biggest benefit is the ability to work with much larger files - thanks to the significantly bigger swaths of memory that a 64-bit operating system can access.Unlike the Windows edition of Office 2016, which comes in both 32- and 64-bit flavors, the Mac-specific suite will be available only in 64-bit after September. Most users will be updated automatically as the suite launches an update app on its regular schedule.Microsoft has been testing the 64-bit versions with Office Insider participants since April. Microsoft offered users a one-month grace period during which version 15.25 will be provided in both 32- and 64-bit.' Microsoft yesterday released 64-bit versions of its Office 2016 applications for the Mac, following a series of previews offered testers since April.The five apps - Excel, OneNote, Outlook, PowerPoint and Word - will be updated to 64-bit for all customers, including those with an Office 2016 retail license, a consumer or commercial subscription to Office 365, and a volume license.

To install and run the 64-bit version of Dynamics 365 for Outlook, a 64-bit version of Microsoft Office is required.

Before you run the Configuration Wizard to configure Dynamics 365 for Outlook, a Office Outlook profile must exist for the user. Therefore, Outlook must be run at least once to create the user's Outlook profile.

Both the web application and Dynamics 365 for Outlook require JavaScript enabled for certain features, such as Activity Feeds, dashboard areas, and the display of certain panes or menus. Although the web application displays error messages when JavaScript is disabled, Dynamics 365 for Outlook doesn’t. To verify if JavaScript is enabled in Internet Explorer, start Internet Explorer, on the Tools menu click or tap Internet options. On the Security tab, click or tap Internet, and then click or tap Custom level. In the Security Settings dialog box under Scripting, Active scripting must be set to Enable.

The Indexing Service (now known as the Windows Search Service, or WSS) is required by users who will set up and use Dynamics 365 for Outlook and its Help file in offline mode.

Dynamics 365 apps. One of the following editions of Dynamics 365 for Customer Engagement must be available so that Dynamics 365 for Outlook can connect to it:

On-premises editions of Dynamics 365 for Customer Engagement Server
Dynamics 365 for Customer Engagement

Additional Microsoft Dynamics 365 for Outlook software requirements

If needed, the following software will be installed by Microsoft Dynamics CRM for Outlook Setup:

SQL Server 2012 Express
Note
Installed from Dynamics 365 for Microsoft Office Outlook with Offline Access only.
Microsoft .NET Framework 4.6.2.
Microsoft Windows Installer 4.5.
Microsoft Visual C++ Redistributable.
Microsoft Report Viewer 2010.
Microsoft Application Error Reporting.
Windows Identity Foundation (WIF).
Azure AppFabric SDK V1.0.
Microsoft SQL Server Native Client.
Microsoft SQL Server Compact 4.0.
Reporting Services Microsoft ActiveX control. If not installed on the computer, the user will be prompted to install the software at first attempt to print a report. This installer package is named RSClientPrint.cab and can found on the SQL Server Reporting Services server at <drive>:Program filesMicrosoft SQL Server<MSSQL>Reporting ServicesReportServerbin.