May 22, 2018 Effective March 2020, the legacy Dynamics 365 for Outlook (also referred to as Outlook COM Add-in) is deprecated. Customers must transition to the modern Dynamics 365 App for Outlook before October 1, 2020. Microsoft will continue to provide support, security, and other critical updates to the Outlook COM Add-in until October 1, 2020. Dynamics 365 App for Outlook included in CRM Online 2016 Update 1 and Dynamics CRM 2016 Service Pack 1 On-Premises is a lightweight app you can use to view Customer Engagement information and track email from within Outlook. The Customer Engagement data appears right in your Outlook Inbox. Dec 03, 2019 Applies to: Dynamics CRM. Select Product Version. When attempting to use the Dynamics 365 App for Outlook on Outlook desktop, you see a blank page instead of the application loading as expected. If you are using a Mac, refer to the following article. Resco Mobile CRM application allows you to access your CRM data on the go. Connect directly to Microsoft Dynamics CRM, Oracle CX, and Salesforce offline/online, or use it to access other CRM and ERP systems. This app boosts the productivity of sales representatives, field service technicians, field. Extend the power of productivity in Outlook with Microsoft Dynamics 365 App for Outlook so your team can experience Common Data Service app in context of customer communication in Outlook. Capture your customer communication right within Outlook Track your emails and appointments in Outlook to CDS and associate them to the right records.
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Important
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 Dynamics 365 App for Outlook User Guide.
Known issues and FAQs
Mac apps to block url. For known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 apps 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 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 Issue when trying to access Dynamics 365 apps within the Add-ins area of Outlook.
The Outlook App is not enabled on Common Data Service.
For more information on FAQs, see Frequently Asked Questions about Dynamics 365 App for Outlook.
Requirements
The following are required to use Dynamics 365 App for Outlook:
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Note
Support for 2013 versions of Office 365 ProPlus ended on February 28, 2017. More information: See here.
Note
Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported.
Provide security role access
Dynamics 365 App for Outlook is an App Module in version 9. The minimum set of privileges required to run App for Outlook are packaged as a security role called Dynamics 365 App for Outlook User which is bound to the App. You need to add users to this role in order for them to access Dynamics 365 App for Outlook. In order to achieve this, follow the steps below:
This will ensure that the users have the basic privileges needed to access App for Outlook. Other security privileges on top of the basic privileges, related to the user's role, will light up more features. For example, if a user has create privilege on Lead entity, in addition to Dynamics 365 App for Outlook User security role, they would see an email resolve to a Lead entity where applicable.
Violin lesson app for mac. Note
The security role Dynamics 365 App for Outlook User is available from Build 9.1.0.4206. If a user doesn’t have this security role or its underlying privileges, they’ll receive the following error:“You haven't been authorized to use this app. Check with your system administrator to update your settings.”
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. This means you can use Dynamics 365 App for Outlook in any of the following configurations:
Feature support per client
(O)nline: Dynamics 365 for Customer Engagement, Exchange Online with both in the same tenant (Multi-tenant configuration of Dynamics 365 for Customer Engagement and Exchange Online being in different tenants is not supported)
(M)ixed: Dynamics 365 for Customer Engagement, Exchange Server 2013/2016
(1) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.
(2) Tracking contacts is supported only on Exchange Server 2016 CU3 and Outlook 2016 16.0.6741.1000 C2R version or later.Or, Outlook 2016 MSI version 16.0.4444.1000 or higher with the following KBs installed. For more information, see these KB articles:
(3) Supported only on Outlook 2016 16.0.7426.1049 or later.
(4) Not supported on mobile Outlook Web Access.
(5) Supported on iPhones 6S or higher, with iOS 8 or higher.
Supported browsers for Outlook on the web
You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:
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, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed.
[!NOTE]> If you're on [!INCLUDE[pn_dyn_365_op](./includes/pn-dyn-365-op.md)], see the section below: [To deploy to Dynamics 365 apps (on-premises) users](#BKMK_DeployOnprem) -->
To push the app to users
To have users install the app themselves
Note
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.
To deploy to Dynamics 365 apps (on-premises) users
Follow these steps if you're using Dynamics 365 apps (on-premises).
Troubleshooting installation problems
Explore the User Guide and train your users
To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User Guide.
See also
Dynamics 365 App for Outlook User Guide -->
Read more about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix Set up server-side synchronization of email, appointments, contacts, and tasks
Start here to onboard quickly and learn about the Sales Professional app and its user interface.
Go to the Sales Professional app
Find your way around the app
The Sales Professional app is designed so that you can access the tools and customer data you need quickly when you need them.
Navigation bar at the top
The navigation bar (or nav bar) at the top of every screen includes buttons for common tasks like searching for customer data or entering records. The nav bar also includesaccess to tools that help you manage your deals, such as a guided task flow that walks you through common sales tasks.
Search customer data.
Run a task flow for step-by-step walkthroughs of common tasks, such as updating customers' contact info or managing appointments. Quickly create customer data by filling in a minimum number of fields. With Advanced Find, find the records that you need ot export them to Excel to analyze, summarize or aggregate data. Set personal preferences and access privacy statement. Get help. Site map on the side
Select the Site map icon to see a list of all your options in one place, including access to communication tools like email and customer records, yourcalendar, and settings. You’ll also find quick access to any favorite customers you’ve pinned and to your recent work, so you don’t have to waste time backtracking.
Open or collapse the site map.
Access the recent items you've worked on or the customers you've pinned. Access everything that you need to communicate with customers, manage your sales-related records, and so on. Go to Sales Settings. Switch between Sales and Training area. Understand the data in the app
Every day, you’ll work with different customer records and record types as you move customers through your business processes, collecting the data you need tofill in the fields for their records—and ultimately to win their business.
Quick Create—enter new records fast
The Quick Create command makes it fast and easy to enter almost any type of information into the system. The command is on the nav bar, so it’s available whenever you need to enter new info into the system.
With Quick Create, you need to complete only a few fields. Later, when you have more time or more information, you can fill in more details.
Business processes in Dynamics 365 Sales Professional
Business processes help everyone follow best practices, even when handling situations that don’t occur very often. You complete a step by entering data ormarking the step completed in the process bar at the top of the screen. When all the steps are done, you can move on to the next stage.
The following ready-to-use business processes are available that you can use as you move your leads through a sales process:
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