Deploy Dynamics 365 App for Outlook. 10 minutes to read. Contributors. In this article Applies to Dynamics 365 (online), version 8.x People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 for Customer Engagement while using Outlook on the desktop or web. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Dynamics 365 for Customer Engagement record such as an opportunity, account, or case. To learn more about what Dynamics 365 App for Outlook offers, see the.
Important 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), Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to integrate Dynamics 365 for Customer Engagement 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. Can not use Dynamics 365 App for Outlook to track emails. We suggest using for delegated users. 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 Microsoft Dynamics 365 for Customer Engagement apps in the Add-ins area of Outlook if you don't have the necessary updates for your installation version.
The Send Later function is hidden under the little down arrow by the Send Email button and will be available to Office Insider Fast members now and Office 365 subscribers in July. Mac: Office 2019 versions of Word, Excel, PowerPoint, OneNote and Outlook. Office 2019 for Mac is supported on the three most recent versions of macOS. Office 2019 for Mac is supported on the three most recent versions of macOS.
For more information, see. 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). Note Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation.
Specific configurations not documented should be considered unsupported. Required privileges Dynamics 365 for Customer Engagement 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. Go to Settings Security.
Click Security Roles. 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. 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 Customer Engagement or Customer Engagement (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations.
![Office 365 Outlook App For Mac Office 365 Outlook App For Mac](/uploads/1/2/5/4/125492594/392338202.png)
This means you can use Dynamics 365 App for Outlook in any of the following configurations: Customer Engagement Exchange Online Customer Engagement Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater Customer Engagement (on-premises) Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater Customer Engagement (on-premises) Exchange Online. Note If you use Customer Engagement (on-premises), you'll need to authenticate with IFD authentication as described below. 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 11, or Microsoft Edge The following configuration is supported:.
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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. 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 Customer Engagement 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.
Note Tablets are not supported at this time. Supported servers The are Exchange Server 2013, Exchange Server 2016, or Exchange Online. Note If you're on Dynamics 365 (on-premises), see the section below: To push the app to users.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. Check your security role. Follow the steps in. Don’t have the correct permissions? Contact your system administrator. 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. 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.
Note Users can also disable or remove the add-in themselves, if needed. For more information, see the. To deploy to Dynamics 365 for Customer Engagement apps on-premises users Follow these steps if you're using Dynamics 365 for Customer Engagement apps on-premises. Configure your Dynamics 365 for Customer Engagement apps server for Internet-facing deployment.
If you are using Dynamics 365 for Customer Engagement apps applications on-premises, you need to enable OAuth on the Dynamics server, and register the Dynamics 365 App for Outlook with ADFS. You also need to make sure that OAuth us enabled for Exchange. 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 Customer Engagement 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 If your organization is using a custom EWS URL on your Exchange Online configuration (in place of the default ), 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: ErrorMessage0x80070000 when you use Dynamics 365 App for Outlook in Outlook Desktop and Outlook Web Access. Explore the User’s Guide and train your users To learn how to use Dynamics 365 App for Outlook,. See Also Feedback.
Microsoft is launching a special Office 365 toolbar for macOS, providing quick ways to access documents, calendar items, and more. Is the result of Microsoft’s Garage program that encourages employees to create apps in their spare time.
The latest macOS app is designed to sit in the toolbar area and includes a quick overview of calendar items to let you join Skype meetings or RSVP to events. Just like Dropbox or OneNote, My Workspace also includes a list of recently used files and you can pin important ones or just open them up straight from the app. There’s also quick shortcuts to popular Office 365 settings, and the ability to pin Office Mac apps like Word, Excel, PowerPoint, or Outlook. The app is free of charge, and it’s a useful addition if you’re a Mac user who regularly uses Office 365 documents.