The latest release of Dynamics 365 App for Outlook, works with Dynamics 365 (online), version 9.0 or later only.
Delegated users can not use Dynamics 365 App for Outlook to track emails.
People can use Dynamics 365 App for Outlook to tap the power of 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 Dynamics 365 record such as an opportunity, account, or case. To learn more about what Dynamics 365 App for Outlook offers, see the Dynamics 365 App for Outlook User Guide.
For known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 Customer Engagement Readme.
There are two ways to install Microsoft Office: using a Windows Installer (MSI) version or a Click-to-Run (C2R) version of Office. You might have issues accessing Dynamics 365 in the Add-ins area of Outlook if you don't have the necessary updates for your installation version. For more information, see Issue when trying to access Dynamics 365 within the Add-ins area of Outlook.
If your organization is using a custom EWS URL on your Exchange Online configuration (in place of the default https://outlook.office365.com), Dynamics 365 App for Outlook is not supported. You will receive the message Sorry, something went wrong. Please try again, or restart the application. Error code: Error_Message_0x80070000 when you use Dynamics 365 App for Outlook in Outlook Desktop and Outlook Web Access.
Dynamics 365 App for Outlook is an Outlook add-in that uses Exchange Web Services (EWS) to interact with Microsoft Exchange. This requires OAuth be enabled on Microsoft Exchange. For more information regarding this dependency, see Authentication and permission considerations for the makeEwsRequestAsync method.
Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported.
Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Internet.
Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 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 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced.
Users must have read/write privileges for the following entities.
Users must have read privileges for the following entities.
Choose a security role, and then click the Business Management tab.
In the Entity section, review the Mailbox privileges settings. The security role should have User or higher settings.
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.
From the main menu navigate to Settings > My Apps.
On the Dynamics 365 App for Outlook tile click the ellipsis and then click Manage Roles.
In the flyout that appears on the right, select the security roles to have access to App for Outlook and choose Save.
*Support for 2013 versions of Office 365 ProPlus ended February 28, 2017.
Windows Server is not supported.
Apple iPhone 6S or higher, running iOS version 8 or higher.
Outlook for Android, on Android phones running Android 4.4 (KitKat), 5.0 (Lollipop), 6.0 (Marshmallow), or 7.0 (Nougat).
Check back later for updates on supported platforms.
Note: Dynamics 365, version 9 is not available on-premises.
(1) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.
(3) Supported only on Outlook 2016 16.0.7426.1049 or later.
(4) Supported on iPhones 6S or higher, with iOS 8 or higher.
The server requirements for using Office Add-ins are Exchange Server 2013, Exchange Server 2016, or Exchange Online.
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.
Choose System Settings > Previews tab.
For I have read and agree to the license terms, select Yes.
For Enable Dynamics 365 App for Outlook, select Yes.
Go to Settings > Dynamics 365 App for Outlook.
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.
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.
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.
Users click the Settings button , and then click Apps for Dynamics 365.
In the Apps for Dynamics 365 screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.
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.
If you don't see Dynamics 365 App for Outlook when you click the Settings button , check that you've enabled the feature. See Enable.
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.
The following dashboard customizations are not supported currently.
In Dynamics 365 App for Outlook, you will not be able to switch dashboards by navigating to the main menu and then Home. Choosing the Dashboards option will redirect back to the default App for Outlook dashboard.
System customizers have access to the App Designer for Dynamics 365 App for Outlook as it is one of the App Modules in version 9.0. We recommend that you do not change the default App for Outlook dashboard as that is not a supported.
To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User’s Guide.