Deploy Dynamics 365 App for Outlook

Applies to Dynamics 365 (online), version 9.x

Important

The latest release of Dynamics 365 App for Outlook, works with Dynamics 365 (online), version 9.0 or later only.

Delegated users can not use Dynamics 365 App for Outlook to track emails.

People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 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 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

For known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 Customer Engagement 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 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 within the Add-ins area of Outlook.

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 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.”

In addition:

  1. Users must have read/write privileges for the following entities.

    Business Management tab:

    • Mailbox

    Customization tab:

    • User Application Metadata
  2. Users must have read privileges for the following entities.

    Customization tab:

    • App

    • Entity

    • Field

    • Relationship

    • System Application Metadata

    • System Form

    • View

Set the privileges for a security role

For example, to set privileges for the Mailbox entity:

  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 Dynamics 365 (online) or Dynamics 365 (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:

Dynamics 365 (online) Exchange Online
Dynamics 365 (online) Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Dynamics 365 (on-premises) Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Dynamics 365 (on-premises) Exchange Online

Support summary

Windows desktop

  • Outlook 2013 (desktop client)*
  • Outlook 2016 (desktop client)
  • Outlook on the web on Internet Explorer 11, Microsoft Edge, and Chrome

*Support for 2013 versions of Office 365 ProPlus ended February 28, 2017.

Macintosh

  • Outlook 2016 for Mac

iPhone

  • Apple iPhone 6S or higher, running iOS version 8 or higher.

Android phones

  • Outlook for Android, on Android phones running Android 4.4 (KitKat), 5.0 (Lollipop), 6.0 (Marshmallow), or 7.0 (Nougat).

Android tablets

  • Not supported

Windows phones and tablets

  • Not supported

Check back later for updates on supported platforms.

Feature support per client

Received email
(view information and track)
Compose email
(view information, track,
and add templates,
knowledge base articles,
and sales literature)
Appointments and meetings
(view information and track)
Contacts
(view information and track)
Outlook 2016 (desktop client) O and M O and M1 O and M1 O3 and M2
Outlook 2013 (desktop client) O and M O and M1 O and M1
Outlook for Mac (desktop client) O and M
Outlook on the web (OWA) O and M O and M1 O and M1
Mobile Outlook app4 O

(O)nline: Dynamics 365 (online), Exchange Online
(M)ixed: Dynamics 365 (online), Exchange Server 2013/2016

Note: Dynamics 365, version 9 is not available on-premises.

(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 or later.
(3) Supported only on Outlook 2016 16.0.7426.1049 or later.
(4) Supported on iPhones 6S or higher, with iOS 8 or higher.

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 Hebrew - 1037 Portuguese (Brazil) - 1046
Chinese (People's Republic of China) - 2052 Hindi (India) - 1081 Portuguese (Portugal) - 2070
Chinese (Taiwan) - 1028 Hungarian - 1038 Romanian - 1048
Croatian (Croatia) - 1050 Indonesian - 1057 Russian - 1049
Czech (Czech Republic) - 1029 Italian - 1040 Serbian - 2074
Danish - 1030 Japanese - 1041 Slovak - 1051
Dutch - 1043 Kazakh - 1087 Slovenian - 1060
English - 1033 Korean - 1042 Spanish - 3082
Estonian - 1061 Latvian - 1062 Swedish - 1053
Finnish - 1035 Lithuanian - 1063 Thai - 1054
French - 1036 Malaysian - 1086 Turkish - 1055
German - 1031 Norwegian - 1044 Ukrainian - 1058
Greek - 1032 Polish - 1045 Vietnamese - 1066

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.

Enable

  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 > Administration.

  3. Choose System Settings > Previews tab.

  4. For I have read and agree to the license terms, select Yes.

  5. For Enable Dynamics 365 App for Outlook, select Yes.

To push the app to users

  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 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.

  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.

    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.

  4. 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.

  2. In the Apps for Dynamics 365 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’s Guide.

Troubleshooting installation problems

  1. If you don't see Dynamics 365 App for Outlook when you click the Settings button Settings button, check that you've enabled the feature. See Enable.

  2. 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 Dynamics 365 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.

Explore the User’s Guide and train your users

To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User’s Guide.

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