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Outlook Integration

Connect Outlook to Dinamic5
and centralize all communication in your CRM

Sync calendars, track emails automatically, and assign correspondence to the right customer card. Every interaction is saved and accessible to the whole team.

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What you get

Outlook works inside your CRM

With the Outlook integration, every email sent to a customer is automatically saved in their customer card. Meetings sync bidirectionally, and incoming emails are automatically assigned to the right rep.

Reps get a complete picture of every customer interaction — without searching through their inbox.

  • Two-way Outlook Calendar sync
  • Automatic tracking of sent and received emails
  • Auto-assignment of emails to the correct customer card
  • Create meetings and tasks from within the CRM — they appear in Outlook
  • Full correspondence history in every customer card
Connect Outlook
Calendar
8 meetings this week
Bidirectional sync
Emails
156 emails tracked
Assigned to customers
Auto-Assignment
Emails assigned
94%
Response time
12 min
Active customers
287
Data Flow

How data flows
between Dinamic5 and Outlook

Two-way calendar sync, email tracking, and auto-assignment to customer — all in real time.

Dinamic5 CRM
Customer Cards
Meeting Calendar
Email History
Two-way sync
Outlook
Calendar Events
Email Tracking
Auto-assign to Customer
Detailed Capabilities

Everything the Outlook integration
brings to your business

Two-Way Calendar Sync

Meetings scheduled in Dinamic5 appear in Outlook and vice versa. No duplicates, no errors. The entire team sees the same up-to-date calendar.

Automatic Email Tracking

Every email sent from Outlook to a customer is automatically saved in their customer card in Dinamic5. Know exactly what was said, when, and by whom.

Auto-Assignment to Customer

An incoming email from a known address? The system automatically identifies the customer and assigns the email to the correct card. The rep sees all context immediately.

Create Meetings from CRM

Create a meeting in Dinamic5 and it appears instantly in Outlook with all details — subject, attendees, and a link to the customer card. Save time on manual scheduling.

Connect in Minutes

Three simple steps
to connect Outlook

Connect your Microsoft account and start syncing your calendar and emails within minutes. Simple and secure.

Get Started Now
1

Sign in with Microsoft

In Dinamic5 settings, go to "Integrations" > "Outlook", click "Connect" and authorize access to your Microsoft account.

2

Choose what to sync

Enable calendar sync, email tracking, and/or auto-assignment. Each feature can be turned on independently.

3

Set assignment rules

Choose how incoming emails are assigned to customers — by email address, domain, or custom rules. Fully automatic.

Ready to centralize all communication in your CRM?

Start free and see how Outlook and Dinamic5 work together.

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