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Configure another organization to use with Dynamics 365 for Outlook

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If you’re a member of more than one Dynamics 365 for Customer Engagement organization, and you’re using Microsoft Dynamics CRM 2015 for Outlook or later, you can use this procedure to configure each organization.

  1. Close Outlook.

  2. Do one of the following:

    • In Windows 8 or Windows 10, choose Start, search for Configuration Wizard, and then press Enter.

    • In earlier versions of Windows, choose Start, point to All Programs, choose Dynamics CRM 2015 or Microsoft Dynamics 365> Configuration Wizard.

  3. In the Microsoft Dynamics CRM 2015 for Outlook Configuration Wizard or Microsoft Dynamics 365 apps 2016 for Outlook Configuration Wizard dialog box, choose the Add button to add a new organization.

    You’ll see the following (or similar) dialog box:

    Outlook Configuration Wizard dialog box in Dynamics 365 apps.

  4. Do one of the following:

    • If you’re using Customer Engagement, select Customer Engagement from the list.

    • If you’re using CRM 2015 on-premises or later version, open a browser, log in to your Customer Engagement organization’s website, copy the URL address (copy the whole address) from the address bar, and then paste it in the Add a Dynamics 365 for Customer Engagement Organization dialog box.

  5. Choose Connect.

  6. If prompted, enter your credentials.

  7. Repeat steps 2 through 5 for each organization you want to add.

  8. If you want to change the organization that synchronizes email messages, appointments, contacts, and tasks, select the row for the organization, and then choose Synchronize.

    When you’re prompted about whether you want to change your synchronizing or primary organization, choose OK.

    Note

    You can synchronize information with only one organization. You can connect to or work with more than one organization. If you connect to more than one organization, they are both listed in the Dynamics 365 for Outlook Navigation Pane.

  9. Choose OK.

  10. In the wizard, choose Close.

See also

Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook
Frequently asked questions about synchronizing records between Microsoft Dynamics 365 apps and Microsoft Outlook
Set personal options that affect tracking and synchronization between Dynamics 365 apps and Outlook or Exchange