When you Install Dynamics 365 for Outlook, the software adds several user interface elements to your Outlook screen.
You’ll see a folder for your organization in the navigation pane on the left side of the screen. Under your organization name, you’ll see a list of Dynamics 365 folders. Use these folders to navigate to your area and open different record types.
If you connect to more than one organization, you’ll see a separate folder for each organization in the navigation pane.
You access commands in Dynamics 365 for Outlook through the ribbon. The ribbon displays different buttons and features depending on context. For example, if you view a list of opportunities, the ribbon displays buttons that apply to opportunities. For appointments, contacts, and tasks, you’ll see a special Dynamics 365 section on the ribbon.
Lists, views, and the reading pane
When you use the navigation pane to open a folder for a type of record (Accounts, for example), you’ll see a list of records. The list is determined by the view you’re in and any search criteria or filter you have applied.
When you select a record in a list, the details for that record are displayed in the reading pane below the list. Data in the reading pane is read only—it’s a quick way to view the contents of a record. If you want to edit the data in Dynamics 365, just double-click the record in the list.
You can change the location of the reading pane or turn it off or on. You can also customize what you see in the reading pane. More information: Customize the Reading Pane in Dynamics 365 for Outlook