Zoho for SMB/Dynamics

It's a bridge between your Zoho CRM and Microsoft Outlook. Instead of constantly switching between apps, everything lives in a sidebar inside Outlook — you can create CRM records, sync contacts, and track customer emails without leaving your inbox.

Subscription & Pricing: This is a paid add-in offered on a subscription basis. Access to features requires an active subscription plan. Please review the available pricing options within the add-in or on our website to choose the plan that best fits your business needs.

Creating Records from Your Inbox

From any email in your inbox, you can create the following directly in Zoho CRM —

all from the sidebar without leaving Outlook:

• Contacts
• Accounts
• Leads
• Deals
• Cases
• Tasks
• Meetings

Smart Auto-Prefill

The auto-prefill feature reads the open email and automatically fills in

the sender's name, email, phone, and company — so you're not retyping things manually.

Duplicate Detection

It catches duplicates before you accidentally create a second record

for the same person.

Email Association & Attachments

You can link emails to CRM records so the full conversation history

shows up in your CRM timeline. You can also upload email attachments

directly to a CRM record (up to 10 MB per file).

Contact Sync

Contact sync keeps your Zoho CRM contacts automatically available in your Outlook

address book in real time. With two-way sync enabled

by an admin, changes you make in Outlook also flow back into Zoho.

Multi-Organization Support

If a user belongs to multiple Zoho organizations, they can sign in to each of them within the add-in

and switch between organizations as needed. The add-in also provides a logout option, allowing

users to sign out of any organization whenever they choose.