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Important The latest release of Dynamics 365 App for Outlook, works with Dynamics 365 for Customer Engagement apps version 9.0 or later only. Can not use Dynamics 365 App for Outlook to track emails. Multi-factor authentication with Dynamics 365 App for Outlook is not a supported scenario.
People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 for Customer Engagement 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 for Customer Engagement record such as an opportunity, account, or case. To learn more about what Dynamics 365 App for Outlook offers, see the. Known issues For known issues with this version of Dynamics 365 App for Outlook, see the. 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 for Customer Engagement in the Add-ins area of Outlook if you don't have the necessary updates for your installation version.
For more information, see. The Outlook App is not enabled on. Requirements The following are required to use Dynamics 365 App for Outlook. Note Support for 2013 versions of Office 365 ProPlus ends February 28, 2017. More information:. Dynamics 365 for Customer Engagement apps version 9.0 or later.
To make Program.exe available to all users, click the shortcut for Program.exe in the right pane, and then drag the shortcut to the All Users/Start/Programs folder in the left pane. To access this program, click Start, point to Programs, and then click Program.exe.
Synchronization of incoming email through server-side synchronization. More information:. 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.
![Enable Enable](/uploads/1/2/5/4/125493046/335456501.png)
For more information regarding this dependency, see. On Windows clients, Internet Explorer 11 should be installed and enabled but not necessarily the default browser. For more information about this dependency, see. Required privileges as described below. 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.” Set the right privileges for the security role assigned to the user accessing Dynamics 365 App for Outlook. Go to Settings Security.
Click Security Roles. Choose a security role. In the Business Management tab, verify that Mailbox has read/write privileges.
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. In the Customization tab, verify that User Application Metadata has read/write privileges.
Also verify that Entity, Field, Model-driven App, Relationship, System Application Metadata, System Form and View have read privilege. Provide security role access If you have custom security roles defined in Dynamics 365 for Customer Engagement apps app, users who have that security role assigned may not be able to access Dynamics 365 App for Outlook. In addition to the custom security role containing required privileges for App for Outlook, the security role needs to be bound to the App for Outlook App. In order to achieve this, follow the steps below:. From the main menu navigate to Settings My Apps. (If you do not see My Apps section, you can navigate to My Apps page by going to '/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. 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 Dynamics 365 for Customer Engagement (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations. Note Users can also disable or remove the add-in themselves, if needed. For more information, see the. Filter entities and views that appear in Dynamics 365 App for Outlook If you are a system administrator or a customizer, you can choose to expose only the required set of entities to be available to Dynamics 365 App for Outlook.You can do this through App Modules. With the PowerApps App Designer, you can control the specific entities that appear in Dynamics 365 App for Outlook’s Quick Create menu and the Regarding lookup. This helps you get to the record you are looking for faster and also modularize business logic by exposing only the relevant entities for your users in Dynamics 365 App for Outlook.
From the main menu navigate to Settings Customizations Customize the System Apps. Double-click Dynamics 365 App for Outlook to open the App Designer. Choose Add Entities and then select the entity you want to add and complete the addition by including all assets. Review the list of Views that are available for the entity and deselect the ones you do not want to be available in Dynamics 365 App for Outlook. In Dynamics 365 App for Outlook Regarding lookup, you can filter results based on an entity and further, on one of the views defined for that entity. Save your changes and publish the customization. Note.
You can also remove entities from Dynamics 365 App for Outlook. An entity must be Activities enabled for it to appear in the Regarding lookup.
An entity must also be enabled for Unified Interface for it to appear in the Regarding lookup. Troubleshooting installation problems. If you don't see Dynamics 365 App for Outlook when you click the Settings button, check that you've enabled the feature.
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 Limitations Customizing App for Outlook sitemap System customizers have access to the Sitemap Designer (within the App Designer) for Dynamics 365 App for Outlook. It is one of the App Modules in version 9.0.
The Dynamics 365 App for Outlook default landing page is a dashboard that is configured in the App Module. Customizations to App for Outlook sitemap are not supported at this time. If you are unable to view the Dynamics 365 App for Outlook landing page when you open App for Outlook, please follow the steps below. Navigate to Settings Customizations Customize the system. From the menu on the left, expand Components and then select Dashboards.
Select App for Outlook Dashboard and then select Enable Security Roles. On the Assign Sercity Roles: App for Outlook Dashboard box select Display to everyone and Enable for Fallback. This issue is also seen when the sitemap for App for Outlook has been modified i.e. The sitemap for App for Outlook has an alternate dashboard in the Default Dashboard field. To resolve this issue, do the following:.
![Allow Allow](/uploads/1/2/5/4/125493046/495716436.jpg)
Open App for Outlook sitemap designer. Go to Settings Customizations Customize the system Apps App for Outlook. Make sure that the App for Outlook sitemap has Dashboard as the first sub area and that the default dashboard is App for Outlook Dashboard. Dashboard customization in Dynamics 365 App for Outlook 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. Switching the default dashboard for App for Outlook in App designer 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. Explore the User’s Guide and train your users To learn how to use Dynamics 365 App for Outlook, see the. See also Feedback.