Objective
The Outreach Everywhere browser extension brings core Outreach functionality directly to Dynamics.
- Import prospects (leads and contacts), accounts, and opportunities from Dynamics to Outreach.
- Send emails or call with Outreach without leaving the Dynamics platform.
- Have a handy version of the Outreach web app at your disposal when working with Dynamics without constant switching between these two platforms.
The Outreach extension consists of 2 elements:
- Outreach decorations in Dynamics 365 UI that enable you to perform quick actions directly from Dynamics 365 (import, call, email).
- Extension sidebar offers a narrow view of the Outreach web app that adjusts the content as you move through your Dynamics 365 instance. You can also perform actions from there.
Applies To
- Outreach Users
- Outreach Admins
Notes
- Outreach Everywhere extension works on top of the Dynamics 365 platform
- Outreach Everywhere extension works on the main pages, not any custom pages created
- Outreach recommends using the Outreach Everywhere extension with the Dynamics365 plugin enabled. This will ensure that the extension sidebar properly follows the content you browse in Dynamics. It also ensures the smooth import and update of imported records.
- The Dynamics plugin is managed by your Outreach admin.
- For Admins: Ensure that the Dynamics plugin is properly configured (see < Add Outreach University link for the plugin) and all Outreach fields are mapped to corresponding Dynamics fields before importing from Dynamics. For more details, see Configuring the Dynamics Plugin.
Overview
Outreach decorations
Outreach decorates the following records:
- Lead’s name
- Contact’s name
- Account’s name
- Opportunity name
- Email address (you can enable this through Settings > You > Outreach Everywhere > CRM settings)
- Phone number (you can enable this through Settings > You > Outreach Everywhere > CRM settings)
How Outreach decorations appears in Dynamics 365
The decorations in Dynamics 365 have Outreach brand colors and work on top of the localized Dynamics 365.
Outreach Everywhere decorates elements whenever it detects them, across different navigation items - but most commonly you will use them with Accounts, Contacts, Leads, and Opportunities. From each of these views you can view the Account, Contact, Lead, opportunity in the Outreach sidebar or dial and email using Outreach, by clicking on the Outreach icons.
Extension sidebar
The Outreach extension sidebar displays the relevant Outreach content as you navigate through your Dynamics 365 instance. This gives you the additional context or you can conduct a quick action directly in Outreach (e.g. add-in prospect to sequence or send the meeting request etc.). The sidebar can be used as a separate window or can be directly embedded into Dynamics 365 based on your preference. You can set this in the Outreach Everywhere settings.
Window mode enabled (default)
Outreach content is launched in a separate window that snaps to the side of your browser. This makes the Chrome extension immediately responsive to the web content you are on, and keeps up with your workflow as you move between different Dynamics 365 pages or tabs. You can only use 1 extension sidebar in this mode.
Window mode disabled
The sidebar resides inside the Dynamics 365 tab. This mode is suitable when you need to work with multiple Dynamics 365 tabs and it’s beneficial to have separate Outreach sidebars for each tab.
Import and View Leads, Contacts, Accounts and Opportunities
Single record import
You can import Leads, Contacts, Accounts, and Opportunities from Dynamics 365 to Outreach by clicking on the Outreach icon that appears next to the relevant record. The information that is imported is defined by the Dynamics 365 plugin settings (controlled by the Outreach admin).
Note: Outreach recommends admins go through the Dynamics 365 plugin University course to learn more. Outreach recommends that Outreach admins ensure that the Dynamics 365 plugin is enabled when importing prospects through extension. This will ensure the smooth import and future sync of imported records, and that the extension sidebar will properly follow the content you browse in Dynamics 365.
HOW TO IMPORT A SINGLE PROSPECT, ACCOUNT OR OPPORTUNITY TO OUTREACH:
Most often you will import directly from List view or Record detail but you can import from any place in Dynamics 365 that renders the Outreach icon.
- Click on the Outreach icon that appears next to the relevant record. Leads and Contacts have a person silhouette icon, Accounts have a briefcase, and Opportunities a dollar sign.
- If the contact or lead is not yet imported to Outreach, click on the Outreach call or email icon. This record will be also imported to the Outreach as a prospect.