Searching Outlook Emails in the CRM

To search for emails from Microsoft Office 365 in CRM, go to CRM and select the company you want to find emails from.

Once you are there, click ‘Contacts’ and find the contact you want to search for. Right-click on the contact, click ’Find emails in Office 365’ and choose the correct email address.

It will then search your Office 365 for emails from that email address.

Filtering

To filter these down to see the exact email you are searching for, go to the top left and select from the drop-down to filter down to a specific date.

You can also sort and filter all of the columns on this screen. If you want to sort, click the title of the column and this will sort it into the correct order.

If you want to filter the column, click on the pin that appears when you hover over it. This will then give you the option to filter down the column to what you want to see.

Saving Emails

To save an email to communication history or documents, click on the email to highlight it and click on ‘Save email in documents/Comms history’ at the top.

Choose whether you want to save the email to comms history or documents, or both.