Work smarter in Outlook
Track correspondence, link emails to matters, contacts or accounts, search records and create new ones from one side panel, without leaving your inbox.
Your inbox becomes part of the matter
Less duplicated data entry, better visibility of client communications and a more consistent way of working.
Connect every conversation to the right record
Track an email with or without a Regarding record, and link correspondence to the relevant Matter, Contact or Account so it is stored in the right place.
Access Dynamics 365 while you work
Open the d365Legal panel, search for a record, pick a recent Matter, Contact or Account, or use Advanced Search, without opening Legal Hub.
Create records directly from Outlook
Use + New in the panel to create a Contact, Account or Matter, complete the Quick Create form and save it straight to Dynamics 365.
Keep a complete record of correspondence
Tracked emails are stored as Dynamics activities. Replies in the same conversation can be tracked automatically, and emails sent from Dynamics are recorded.
From first contact to final invoice, on one platform
Practice Management connects every step. Explore the rest of the flow.
See d365Legal with your own matters
Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.