November 30, 2023

What Is Dynamics 365 App For Outlook?

Microsoft Dynamics 365 App For Outlook

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The Dynamics 365 App for Outlook is a lightweight app installed (pushes the app to users) to outlook users. A system admin can push this app to the user or all the users.

You can use the app from Outlook on the web (OWA), the new Outlook for Windows, the classic Outlook desktop client, and Outlook mobile. It helps users track email to CRM, sync outlook contacts and accounts, and view and interact with CRM data (Accounts, Leads, Contact, Emails etc.).

With D365 App For Outlook, it leverages a unified interface, which is a new UI to standardize the UI across various platforms (Email client, web, phone app etc.)

Benefits of Integrating D365 App for Outlook

Key benefits of integrating D365 with Outlook include:

View and update CRM records from outlook (multi-entity search).
Contextually view information about Dynamics 365 contacts and leads while you're working in Outlook. (Different data will be pulled from Dynamics 365, depending on what emails, contact, task, or appointment you click)
Ability to create D365 records from Outlook without having to navigate to Dynamics 365.
Easily track emails using Outlook (Outlook online, Outlook phone app, desktop outlook).

You can able folder-level tracking.
Compose an email message (Outgoing Email or incoming email) from outlook and have them tracked to D365 with a push of a button (or via automatic tracking).
Tracking appointments from outlook to D365.
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Dynamics 365 for Outlook Requirements

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Please review specific requirements before you can deploy/use Dynamics 365 App for Outlook.

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Permissions Settings (Security Privilege)

Ensure that the users have the following security role: Dynamics 365 App for Outlook User.

This is an out-of-the-box that comes shipped with your instance. I would recommend setting this role for the user who wishes to use Dyn 365 App for outlook.

This role gives proper access to have the user use the D365 app for outlook features in their outlook, without running into permission issues. However, depending on your customizations, it's possible that you may need to assign more permissions to the users to prevent permission issues on the Outlook side.

Email Server & Email Configuration

Make sure that your email service is supported and that server-side synchronization is set up for email processing. This is the most common cause of setup problems, so configure it first.

You can also integrate on-premises Exchange through a hybrid configuration with Dynamics 365. Click HERE to learn more.

Exchange Online is the primary supported path.
On-premises Exchange is supported through a hybrid configuration with a current supported Exchange Server version.

Exchange Team Blog - Microsoft Tech Community

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Dynamics 365 Exchange Online Integration - Email Client (Desktop Client)

Alongside the email server, make sure that your Outlook client is supported. Keep your client current. The App for Outlook supports:

Microsoft 365 Apps for Outlook on the Current, Monthly Enterprise, or Semi-Annual Enterprise channels.
Outlook on the web (OWA).
The new Outlook for Windows.
Outlook for Mac.
Outlook mobile (iOS and Android), with Exchange Online.
Older perpetual-license builds reach end of support over time, so run a supported Microsoft 365 Apps version.

Microsoft Outlook Personal Email and Calendar | Microsoft 365

Browser (Outlook Web Access/Mobile Device)

Use a current browser for Outlook on the web. The following browsers are supported by Dynamics 365 App for Outlook.

Microsoft Edge
Google Chrome
Mozilla Firefox
Internet Explorer is retired and is no longer a supported client.

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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.”

Deploy Dynamics 365 App for Outlook

For the latest up-to-date, step-by-step guide, please see Microsoft's guide HERE.

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's email is synchronized through server-side synchronization, you won't have to do anything more to push the app to them.

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.

4. When you're done, click Save.

5. Make sure to add users to the security role Dynamics 365 App for Outlook Use ‍Troubleshooting Outlook App Issues Please CLICK HERE to see our blog on common troubleshooting steps for Dynamics 365 App for Outlook.