Deploy Dynamics 365 App for Outlook

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.

In This Topic

Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook

Requirements

Deploy Dynamics 365 App for Outlook

Troubleshooting installation problems

Explore the User’s Guide and train your users

Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook

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).

Requirements

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

• Microsoft Dynamics CRM Online 2016 Update, or December 2016 update for Dynamics 365 (online and on-premises) 

• Synchronization of incoming email through server-side synchronization. More information: Set up server-side synchronization of email, appointments, contacts, and tasks

• Required privileges as described below

Required privileges

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.

Supported configurations with Microsoft Exchange

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:

Supported browsers for Outlook on the web

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

Supported operating systems for Outlook on the desktop

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 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater is required.

Supported mobile devices

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.

Supported clients per feature

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.

(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.

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

Supported servers

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

Supported languages

Dynamics 365 App for Outlook supports the following languages:

Deploy Dynamics 365 App for Outlook

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.

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.

   Tip

   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 , 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.

To deploy to Dynamics 365 on-premises users

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

• Configure your Dynamics 365 server for Internet-facing deployment. See Configure IFD for Microsoft Dynamics 365.

• If you're connecting to Exchange on-premises, configure the OAuth provider and register client apps. See Configure Windows Server 2012 R2 for Dynamics 365 applications that use OAuth.

Troubleshooting installation problems

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.

Explore the User’s Guide and train your users

To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User’s Guide.

See Also

Dynamics 365 App for Outlook User's Guide
Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix
Set up server-side synchronization of email, appointments, contacts, and tasks
Add users, licenses, and security roles
Add interoperation features to Microsoft Dynamics 365 (online)

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