How to deploy Dynamics 365 App for Outlook

  • Article

People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 apps 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 apps 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's Guide.

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 apps 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 Dynamics 365 for Outlook User’s Guide.

Delegated users cannot use Dynamics 365 App for Outlook to track emails. We suggest using folder-level tracking or automatic tracking 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 apps 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.

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).
Feature Dynamics 365 App for Outlook Dynamics 365 for Outlook
Track and set regarding for email Yes Yes
Track and set regarding for appointments Yes Yes
Track and set regarding for contacts Yes Yes
Track and set regarding for tasks No Yes
One click set regarding Yes No
Shows recipients' summary Yes No
Shows the regarding record summary in the email/appointment Yes No
Works with Outlook on the web Yes No
Works with Outlook desktop Yes Yes
Works with Outlook for the Mac Yes No
Works with phones Yes No
Open and create Dynamics 365 apps record directly Yes Yes
Apply custom forms and business logic Yes Yes
Work offline No Yes
Apply email templates Yes Yes
Apply sales literature Yes Yes
Apply knowledge articles Yes Yes
Ability to monitor emails after sending Yes No
Sort, filter, format, group, and categorize views No Yes
Create Word mail-merge documents No Yes

Requirements

The following are required to use Dynamics 365 App for Outlook:

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 apps 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

  1. Go to Settings > Security.

  2. Click Security Roles.

  3. Choose a security role, and then click the Business Management tab.

  4. In the Entity section, review the Mailbox privileges settings. The security role should have User or higher settings.

  5. 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. 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:

    • 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.

Clients supported for each Dynamics 365 App for Outlook feature

(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.

Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix

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:
Bulgarian (Bulgaria) - 1026 Hindi (India) - 1081 Portuguese (Portugal) - 2070
Chinese (People's Republic of China) - 2052 Hungarian - 1038 Romanian - 1048
Chinese (Taiwan) - 1028 Indonesian - 1057 Russian - 1049
Croatian (Croatia) - 1050 Italian - 1040 Serbian - 2074
Czech (Czech Republic) - 1029 Japanese - 1041 Slovak - 1051
Danish - 1030 Kazakh - 1087 Slovenian - 1060
Dutch - 1043 Korean - 1042 Spanish - 3082
English - 1033 Latvian - 1062 Swedish - 1053
Estonian - 1061 Lithuanian - 1063 Thai - 1054
Finnish - 1035 Malaysian - 1086 Turkish - 1055
French - 1036 Norwegian - 1044 Ukrainian - 1058
German - 1031 Polish - 1045 Vietnamese - 1066
Greek - 1032 Portuguese (Brazil) - 1046

Deploy Dynamics 365 App for Outlook

After setting up server-side synchronization and setting the required privileges, 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 Dynamics 365 (on-premises), see the section below: To deploy to Dynamics 365 apps (on-premises) users

To push the app to users

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Dynamics 365 App for Outlook.

  3. 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.

  4. 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.

    Tip

    If the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status.

  5. When you’re done, click Save.

To have users install the app themselves

  1. Users click the Settings button Settings button, and then click Apps for Dynamics 365 apps.

  2. In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.

Note

Users can also disable or remove the add-in themselves, if needed. For more information, see the Dynamics 365 App for Outlook User Guide](../dynamics-365-app-outlook-user-s-guide.md).

To deploy to Dynamics 365 for Customer Engagement (on-premises) apps users

If you're using Dynamics 365 for Customer Engagement (on-premises) apps, configure your apps server for Internet-facing deployment. See Configure IFD for Microsoft Dynamics 365.

To deploy to Dynamics 365 apps (on-premises) users

Follow these steps if you're using Dynamics 365 apps (on-premises).

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 this KB article.

If your organization is using a custom EWS URL on your Exchange Online configuration (in place of the default https://outlook.office365.com), 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: Error_Message_0x80070000 when you use Dynamics 365 App for Outlook in Outlook Desktop and Outlook Web Access.

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.

Dynamics 365 App for Outlook User Guide page

See Also

Dynamics 365 App for Outlook User Guide

Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix
Set up server-side synchronization of email, appointments, contacts, and tasks
Add users, licenses, and security roles
Add interoperation features to Microsoft Dynamics 365 apps