Dynamics 365 integration for Gmail
Dynamics 365 integration for Gmail
Connect your Gmail account with Dynamics 365 flawlessly. Track important Gmail replies to Dynamics 365, sync your Dynamics 365 and Google calendars, and more.
Download the free trialWhy Do I Need Dynamics 365 Integration for Gmail?
Track emails and conversations from Gmail to Dynamics 365
Track down emails, conversations and attachments from Gmail and save them directly into Dynamics 365.
Track emails with or without setting a Regarding field, which will organize it into the proper entity in Dynamics 365.
Create new entity with just one click and track correlated emails. No additional set up needed, this extension works out-of-the-box, supporting custom entities and attributes.
View, filter, sort, search, and create new Dynamics 365 activities
The activities which are displayed can be sorted and filtered to help narrow down what types of activities the user wants to see. The user can also search for a specific type of activity. For example, if they type "John Smith", all activities related to this account will appear.
Should they need to create a new activity, the user needn't leave Gmail and open Dynamics 365: they can create a new activity directly from Gmail by clicking the "Create New" button and inputting the necessary information.
Two-way calendar synchronization
Google and Dynamics 365 calendar synchronization allows users to keep all events up-to-date and organized. It syncs in background mode and does not require additional actions while you are working.
Set the next action and create activities to plan and track all your further communications.
Convert important emails into tasks
Convert important emails into tasks, show them in convenient To-Do list and save directly into Dynamics CRM. Now you can see due dates, priorities and action items for the emails that you've added as tasks and complete them without leaving Gmail.
Add contacts and accounts from LinkedIn to CRM in one click
Add contacts and accounts from LinkedIn to CRM and update existing ones in CRM with new information available in LinkedIn in one click.
Set the next action and create activities to plan and track all your further communications.
Dynamics 365 Integration for Gmail uses and transfers to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.
Pricing
- Track emails and conversations from Gmail to CRM
- Automatically sync emails to CRM
- View, manage and navigate CRM activities inside Gmail
- Create new CRM entities and activities without leaving Gmail
- Sync events between CRM and Google calendars
- Track separate events from CRM to Google and vice versa
- Everything in Standard, plus
- Convert important emails from Gmail into tasks in CRM
- Everything in Standard, plus
- Add contacts and accounts from LinkedIn to CRM in one click
- Everything in Standard, plus
- Convert important emails from Gmail into tasks in CRM
- Add contacts and accounts from LinkedIn to CRM in one click
* Minimum subscription period is 1 year