Planning and installing Dynamics 365 for Outlook for Microsoft Dynamics 365 and Dynamics 365 Online

 

Updated: November 29, 2016

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

Microsoft Dynamics 365 for Outlook enables access to the same data through Microsoft Outlook as the Microsoft Dynamics 365 Web client. Dynamics 365 for Outlook is for Microsoft Dynamics 365 users who need access to Dynamics 365 data while they are using the familiar Outlook application.

System_CAPS_importantImportant

Before you and your users install Dynamics 365 for Outlook, be sure to have completed your desired customizations. In particular, for best performance, you should ensure that you enable only the minimum required entities and views for offline use in Dynamics 365 for Outlook. For more information about customization, see the Customize your Dynamics 365 system. For more information about setting up entities for synchronization, see Create and edit entities.

System_CAPS_security Security Note

After you install Dynamics 365 for Outlook, you have to set some options so that users can send and receive email from Dynamics 365 for Outlook and to specify what data is synchronized.

Users who log on locally to a device that has Microsoft Dynamics 365 for Outlook installed can potentially access Dynamics 365 data stored locally. Shared use of a device running Dynamics 365 for Outlook is not supported.

More information:

Help & Training: Set personal options that affect tracking and synchronization between Dynamics 365 and Outlook or Exchange

Help & Training: Set address book options in Microsoft Dynamics 365 for Outlook

For upgrade information, see Upgrade to Microsoft Dynamics 365 for Outlook.

To download and install Dynamics 365 for Outlook, see Install Dynamics 365 for Outlook.

After you install and configure Dynamics 365 for Outlook, an individual user can use it to access Microsoft Dynamics 365 data. If a computer is shared by several users (that is, each user has a separate logon account and is a valid Microsoft Dynamics 365 user), you must configure Dynamics 365 for Outlook by running Dynamics 365 for Outlook configuration for each user.

System_CAPS_noteNote

We do not guarantee synchronization will work as expected if Cached Exchange Mode is turned off in Microsoft Outlook. For example, sometimes, tracking email from the Outlook Search folder gives an error when Cached Exchange Mode is off when you set up your Exchange email account in Outlook. The best practice is to turn on Cached Exchange Mode when you set up your Exchange email account in Outlook. More information: Turn on Cached Exchange Mode

To install or upgrade Dynamics 365 for Outlook, you must have administrator permissions on the computer where you perform the installation or upgrade steps. The exception to this is when you install an update from Microsoft Update, in which case administrator privileges are not required. You can install Dynamics 365 for Outlook with offline capability. A user who has this capability installed can access Microsoft Dynamics 365 data when they are not connected to the LAN. You can add offline capability at either of the following times:

  • During installation of Dynamics 365 for Outlook.

  • After installation has completed. In this case, a user can add offline capability by clicking Go Offline in Microsoft Outlook. This starts the installation of additional required components and stores a copy of the user’s Microsoft Dynamics 365 data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.

    System_CAPS_noteNote

    Although multiple users can share a computer that uses Dynamics 365 for Outlook, go offline capability is not supported in a shared computer environment, such as when you use remote desktop services (formerly Terminal Services).

    Using Folder Redirection with offline files is not supported for Dynamics 365 for Outlook. If the Dynamics 365 data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook.

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