Deploy Dynamics 365 App for Outlook

Dynamics CRM 2016
 

Updated: August 18, 2017

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

People can use Microsoft Dynamics 365 App for Outlook to tap the power of Microsoft Dynamics 365 while using Outlook on the desktop, web, or tablet. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Microsoft Dynamics 365 record such as an opportunity, account, or case. To learn more about what Microsoft Dynamics 365 App for Outlook offers, see the Dynamics 365 App for Outlook User's Guide.


System_CAPS_importantImportant

Dynamics 365 App for Outlook isn’t the same thing as Dynamics 365 for Outlook. As of the December 2016 update for Dynamics 365 (online and on-premises), Microsoft Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to integrate Microsoft Dynamics 365 with Outlook. Note that tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user. For information on the Dynamics 365 for Outlook add-in, see the Dynamics 365 for Outlook User’s Guide.

Delegated users can not use Dynamics 365 App for Outlook to track emails. We suggest using folder-level tracking or automatic tracking for delegated users.

The following table compares Dynamics 365 App for Outlook features with Dynamics 365 for Outlook (also known as the Outlook client or add-in) as of the December 2016 update for Dynamics 365 (online and on-premises).

Feature

Dynamics 365 App for Outlook

Dynamics 365 for Outlook

Track and set regarding for email

Yes

Yes

Track and set regarding for appointments

Yes

Yes

Track and set regarding for contacts

Yes

Yes

Track and set regarding for tasks

No

Yes

One click set regarding

Yes

No

Shows recipients' summary

Yes

No

Shows the regarding record summary in the email/appointment

Yes

No

Works with Outlook on the web

Yes

No

Works with Outlook desktop

Yes

Yes

Works with Outlook for the Mac

Yes

No

Works with phones

Yes

No

Open and create Microsoft Dynamics 365 record directly

Yes

Yes

 

Apply custom forms and business logic

Yes

Yes

Work offline

No

Yes

Apply email templates

Yes

Yes

Apply sales literature

Yes

Yes

Apply knowledge articles

Yes

Yes

Ability to monitor emails after sending

Yes

No

Sort, filter, format, group, and categorize views

No

Yes

Create Word mail-merge documents

No

Yes

Control field synchronization

No

Yes

The following are required to use Dynamics 365 App for Outlook:

System_CAPS_noteNote

Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported.

Microsoft Dynamics 365 provides access to Dynamics 365 App for Outlook through the Use Dynamics 365 App for Outlook privilege. If a user doesn’t have this privilege, they’ll receive the following error:

“You haven't been authorized to use this app. Check with your system administrator to update your settings.”

Users must also have read/write privileges for the following entities.

Business Management tab:

  • Mailbox

Customization tab:

  • Entity

  • Field

  • Relationship

  • System Application Metadata

  • System Form

  • User Application Metadata

  • View

Set the privileges for a security role

  1. Go to Settings > Security.

  2. Click Security Roles.

  3. Choose a security role, and then click the Business Management tab.

  4. In the Entity section, review the Mailbox privileges settings. The security role should have User or higher settings.

  5. In the Privacy Related Privileges section, verify that Use Dynamics 365 App for Outlook is set to Organization. If not, click Use Dynamics 365 App for Outlook.

As of the December 2016 update for Dynamics 365 (online and on-premises) you can use the app with any combination of Dynamics 365 (online) or Dynamics 365 (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations. This means you can use Dynamics 365 App for Outlook in any of the following configurations:

Dynamics 365 (online)

Exchange Online

Dynamics 365 (online)

Exchange Server (on-premises)

Dynamics 365 (on-premises)

Exchange Server (on-premises)

Dynamics 365 (on-premises)

Exchange Online

System_CAPS_noteNote

If you use Dynamics 365 (on-premises), you'll need to authenticate with IFD authentication as described below.

You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:

  • Internet Explorer 10, Internet Explorer 11, or Microsoft Edge

    The following configuration is supported:

    • Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 10 or 11, go to Tools > Internet options > Security tab > Internet.

    • Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 10 or 11, go to Tools > Internet options > Security tab > Local Internet.

    • Your Dynamics 365 URL is in the Local intranet security zone list of trusted websites. In IE 10 or 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced.

  • Google Chrome (latest version) on Windows

  • Firefox (latest version) on Windows

  • Apple Safari (version 9 or version 10) on Mac or on OSX

You can use Dynamics 365 App for Outlook on these versions of Outlook for the desktop:

  • Outlook 2013 and Outlook 2016.

  •  Outlook for Mac*.

    *Exchange Server version 15.0.847.32 or greater is required.

You can use Dynamics 365 App for Outlook with Outlook on the web in the mobile browser on any of the following phones and operating systems:

  • Apple iPhone devices running iOS version 8, 9, or 10.

  • Android phones running Android 4.4 (KitKat) or 5.0 (Lollipop), 6 (Marshmallow), or 7 (Nougat).

  • Windows Phone devices running Windows 8.1 or Windows 10.

The Dynamics 365 App for Outlook features supported depend on the client you're running. The following table summarizes which features are supported for each client/configuration of Dynamics 365 and Exchange.

Clients supported for each Dynamics 365 App for Outlook feature


(1) Outlook on the web supports Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Safari 9, Safari 10, Firefox, and Chrome.

(2) Mobile Outlook on the web supports Windows 8.1, Windows 10, iOS 8, iOS 9, iOS 10, Android KitKat (4.4), Android Lollipop, Android Marshmallow, and Android Nougat.

(3) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.

(4) Tracking contacts is supported only on Exchange Server2016 CU3 and Outlook 2016 16.0.6741.1000 and later.

(5) Adding email templates, Knowledge Management articles, and sales literature is not supported in Mobile Outlook on the web.

(6) Supported only on Outlook 2016 16.0.7426.1049 and later.

(7) Supported only on 16.0.6741.1000 and later.

(8) Supported on iPhones 6S or higher, with iOS 8 or higher.

System_CAPS_noteNote

Tablets are not supported at this time (coming CY2017).

Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix

The server requirements for using Office Add-ins are Exchange Server 2013, Exchange Server 2016, or Exchange Online.

Dynamics 365 App for Outlook supports the following languages:

Bulgarian (Bulgaria) - 1026

Hindi (India) - 1081

Portuguese (Portugal) - 2070

Chinese (People's Republic of China) - 2052

Hungarian - 1038

Romanian - 1048

Chinese (Taiwan) - 1028

Indonesian - 1057

Russian - 1049

Croatian (Croatia) - 1050

Italian - 1040

Serbian - 2074

Czech (Czech Republic) - 1029

Japanese - 1041

Slovak - 1051

Danish - 1030

Kazakh - 1087

Slovenian - 1060

Dutch - 1043

Korean - 1042

Spanish - 3082

English - 1033

Latvian - 1062

Swedish - 1053

Estonian - 1061

Lithuanian - 1063

Thai - 1054

Finnish - 1035

Malaysian - 1086

Turkish - 1055

French - 1036

Norwegian - 1044

Ukrainian - 1058

German - 1031

Polish - 1045

Vietnamese - 1066

Greek - 1032

Portuguese (Brazil) - 1046

After setting up server-side synchronization and setting the required privileges, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed.

System_CAPS_noteNote

If you're on Dynamics 365 (on-premises), see the section below: To deploy to Dynamics 365 on-premises users

To push the app to users

  1. Go to Settings > Dynamics 365 App for Outlook.

  2. In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users (you may have to click Settings if you’re opening this screen for the second or subsequent time), select the Automatically add the app to Outlook check box if you want to have users get the app automatically. If a user has the required privileges and email is synchronized through server-side synchronization, you won’t have to do anything more to push the app to them. For example, if you add the required privileges to the Salesperson role, and then assign this role to a new user, they’ll automatically get the app.

  3. Do one of the following:

    • To push the app to all eligible users, click Add App for All Eligible Users.

    • To push the app to certain users, select those users in the list, and then click Add App to Outlook.

    System_CAPS_tipTip

    If the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status.

  4. When you’re done, click Save.

To have users install the app themselves

  1. Users click the Settings button Settings button, and then click Apps for Dynamics 365.

  2. In the Apps for Dynamics 365 screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.

System_CAPS_noteNote

Users can also disable or remove the add-in themselves, if needed. For more information, see the Dynamics 365 App for Outlook User’s Guide.

Follow these steps if you're using Dynamics 365 on-premises.

If you or your users have trouble installing Dynamics 365 App for Outlook, it may be because their Exchange mailbox is currently linked to another Dynamics 365 organization. An Exchange mailbox (email address) can only synchronize appointments, contacts, and tasks with one organization, and a user that belongs to that organization can only synchronize appointments, contacts, and tasks with one Exchange mailbox. You can overwrite the setting stored in Exchange if you want to change the primary synchronizing organization. For more information, see this KB article.

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