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Jan 31, 2018 The Dynamics 365 App for Outlook will eventually replace the CRM Outlook Client. The new name for the Outlook client is “Dynamics 365 for Outlook add-in”. This blog will cover how to install the Dynamics 365 App for Outlook. To prevent confusion, this blog will refer to it as the Outlook Client. On the completion page of the Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard, click Close. Configure Dynamics 365 for Outlook. After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically. Dynamics 365 Outlook App. The Dynamics 365 App for Outlook is a Microsoft Office add-in that’s supported by every version of Outlook. With the App, your CRM data will appear directly under emails in Outlook and give you a quick glimpse of the sender with relevant information that you have stored in Dynamics 365.
This means that due to the Office Add-in dependency, the App for Outlook only renders in Internet Explorer 11. If your organization is looking to update your JavaScript libraries and web resources in Dynamics 365 to start using the latest JavaScript language syntax (currently ECMA6), your custom JavaScript may fail through App for Outlook. Dynamics App for Outlook Mac - I will be trying this tonight so will let you know! Update: If you push the Outlook App from Dynamics 365 using the link shown below, then give it about 15 minutes to push this across, it will appear in your outlook that you have installed on the mac.
-->To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.
For information about installing Dynamics 365 for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics 365 for Outlook using a Command Prompt.
For information about installing Dynamics 365 for Outlook using System Center Configuration Manager (SCCM), see the download Use SCCM to install Dynamics 365 for Outlook.
Important
- You can’t install Dynamics 365 for Outlook on a computer running Microsoft Exchange Server.
- Tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user.
Install Dynamics 365 for Outlook
You can add offline capability for the user either during this installation or at a later time.
Tip
If you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.
- Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirements and Dynamics 365 for Outlook support matrixes.
- Log on to the computer as a local administrator.
- Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.
- Locate and run the appropriate installation file by choosing one of the following methods:
- To install from the web (version 8.x), go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the installed Microsoft Office architecture.
- To install from the web (version 9.0), go to Dynamics 365 apps for Outlook, version 9.0 (Outlook client), and then download and run the executable file that matches the installed Microsoft Office architecture.NoteIf you have updated your Dynamics 365 apps organziation to version 9.0 and the Dynamics 365 for Outlook client does not connect then you may need to install TLS 1.2. For more information, Install TLS.
- On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.
- If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.NoteMicrosoft releases improvements to Dynamics 365 for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.
- Click Install Now or Options.
- To install Dynamics 365 for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Dynamics 365 for Customer Engagement without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics 365 for Outlook hardware requirements.
- To install Dynamics 365 for Outlook without offline capability, click Install Now.
ImportantIf you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation. - On the completion page of the Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard, click Close.
Configure Dynamics 365 for Outlook
After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.
Note
If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.
If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.
If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.
Dynamics 365 For Outlook Download
- To add an organization, choose one of the following:
- To connect to a Dynamics 365 for Customer Engagement organization, choose **Dynamics 365 apps ** from the drop-down list.
- Click Connect.If you are prompted for credentials, select from the following options.
- For a Dynamics 365 for Customer Engagement organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.
- Click Close.
- If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.
Enable multi-factor authentication through OAuth
In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365 apps). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 apps versions of Dynamics 365 for Customer Engagement can take advantage of MFA.. Customer Engagement automatically uses OAuth.
If you have upgraded your authentication server to use OAuth prior to installing Dynamics 365 for Outlook, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics 365 for Outlook.
If you upgrade your authentication server to use OAuth after rolling out Dynamics 365 for Outlook, you have two options to set Dynamics 365 for Outlook to use OAuth.
![Dynamics 365 app for outlook download mac download Dynamics 365 app for outlook download mac download](/uploads/1/2/6/3/126329424/621781221.png)
- Reconfigure Dynamics 365 for Outlook on all computers. Run the Microsoft Dynamics 365 for Outlook Configuration Wizard and remove and re-add your organization.-- OR --
- Use Group Policy to update the following registration key:
HKEY_CURRENT_USERSoftwareMicrosoftMSCRMClient{orgid}.
SetAuthenticationProvider
to 0After the registry change, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA.In additionYou might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransportFor information on enabling an endpoint, see Sign in to Office 365, Azure, or Intune fails after you change the federation service endpoint.
Install Dynamics 365 App For Outlook
See Also
-->Use Dynamics 365 App for Outlook to tap the power of Dynamics 365 apps while you’re using Outlook on the desktop, web, or phone. When Dynamics 365 App for Outlook is installed, depending on which version of the app you have installed, you'll see a Dynamics 365 apps pane or window next to a selected Outlook email message, or when you're composing an email message or setting up a meeting or appointment.
Important
The latest release of Dynamics 365 App for Outlook works with Dynamics 365 Customer Engagement (on-premises), version 9.x and Common Data Service, which implies that it also works with model-driven apps such as Dynamics 365 Sales and Dynamics 365 Customer Service.
For more information on how to deploy and customize the app and how to use it, see:
What Dynamics 365 App for Outlook offers
With Dynamics 365 App for Outlook, you can:
- View information about Dynamics 365 contacts and leads while you’re working in Outlook. You can view this info in the context of an email message, meeting, or appointment. For example, view phone numbers, company name, last and next activities, and recent records from Dynamics 365.
- Link email messages, meetings, and appointments to a Dynamics 365 record with a single click. For example, link an email message to a specific account, opportunity, or case. Dynamics 365 App for Outlook also supports custom entities.
- Open Dynamics 365 records directly to find or enter more detailed information.
- Add a phone call, task, or appointment activity to Dynamics 365.
- Create a new Dynamics 365 record for any entity (record type).
- Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.
- Track Outlook contacts in Dynamics 365.
What's new in Dynamics 365 App for Outlook
Dynamics 365 apps that work with Dynamics 365 App for Outlook have been significantly redesigned and includes enhancements such as:
Dynamics 365 App For Outlook Download Mac Pc
- Unified Interface. Dynamics 365 App for Outlook is built on the Unified Interface framework, which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. Much of Dynamics 365 functionality is now included.
- Global search or multi-entity search. Use global search to search for a keyword in multiple entities at the same time. Global search uses the quick find view for the various entities to search for records.
- Forms. View and edit forms the same as what you see in the mobile experience.
- Dashboards. View and edit dashboards the same as what you see in the mobile experience.
- Insights. Use Relationship assistant to get insights into your customers.
For more information on what's new, see What's new with Dynamics 365 App for Outlook.
![Dynamics 365 app for outlook download mac download Dynamics 365 app for outlook download mac download](/uploads/1/2/6/3/126329424/829506276.png)
Known issues and FAQs
Users who are assigned a custom security role may not be able to access Dynamics 365 App for Outlook. We are working on a fix for this issue. In the meantime, for more information, see:
Delegated users cannot track emails using Dynamics 365 App for Outlook. Try using folder-level tracking or automatic tracking for delegated users.
For other known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 apps Readme.
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For more information on FAQs, see Frequently Asked Questions about Dynamics 365 App for Outlook.
See also
Deploy Dynamics 365 App for Outlook
Dynamics 365 App for Outlook User Guide
Dynamics 365 App for Outlook User Guide