There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.

Relationship Insights Embedded Intelligence

Features include:

• Relationship assistant
• Email engagement
• Auto capture

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence

Microsoft Bookings is a free app from Microsoft for scheduling and managing appointments. It is aimed at small businesses.

Sep 2018 - Dynamics web pages don't show in Outlook build 16.0.10730 or later

Back in Nov 2017 (see below), I documented an issue with the CRM add-in not showing web pages and getting stuck on "Waiting for a page to be retrieved ...".

The issue then was to do with an Outlook security update and a workaround was to add a registry setting.

Recently, I've started seeing the same symptom again but this time the cause is different; it seems that Outlook 2016 build 16.0.10730 or later has upset the Dynamics add-in when working on systems with multiple displays.

Dyanmics 365 maintains Trace records for troubleshooting things like Server-Side Sync. Inspired by this article, https://blogs.msdn.microsoft.com/crminthefield/2017/11/06/is-dynamics-365-server-side-sync-filling-up-your-database/ I have started using Bulk Delete to clear out older Trace logs.

I use the criteria Level = Information or Warning.

Here is simple summary of what's coming over the next few months.

Disclaimer: Note that all dates are either my guesses or information I have found on public websites (not necessarily from Microsoft).