Deploy Dynamics 365 App for Outlook

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Important

The latest release of Dynamics 365 App for Outlook, works with Dynamics 365 for Customer Engagement apps version 9.0 or later only.

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

Multi-factor authentication with Dynamics 365 App for Outlook is not a supported scenario.

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

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

The Outlook App is not enabled on Common Data Service.

For more information on FAQ's, see Frequently Asked Questions about Dynamics 365 App for Outlook.

Requirements

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

Email Server
  • Exchange Server 2013 CU 14 or greater

  • Exchange Server 2016

  • Exchange Online
Email Client
  • Outlook 2016 (MSI) version 16.0.4266.1001 or higher (on Windows 7 or higher client OS with IE 11 installed)

  • Outlook 2016 (C2R) version 16.0.93330.2073 or higher (on Windows 7 or higher client OS with IE 11 installed)

  • Outlook 2013 (MSI) version 15.0.5023.1000 or higher (on Windows 7 or higher client OS with IE 11 installed)

  • Outlook for MAC

  • Outlook for iOS (Apple iPhone 6S or higher, running iOS version 8 or higher)

  • Outlook for Android (with Exchange Online, on Android phones running Android 4.4,5.0,6.0,or 7.0)
Note Support for 2013 versions of Office 365 ProPlus ended February 28, 2017
Browser (Outlook Web Access)
  • Micosoft Edge (with Exchange on premise 2016 or higher and Exchange Online)

  • Internet Explorer 11 (with Exchange on premise 2016 or higher and Exchange Online)

  • Google Chrome

  • Mozilla Firefox

  • Note

    Support for 2013 versions of Office 365 ProPlus ends 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:

    1. From the main menu navigate to Settings > Security > Users.

    2. Select the users from the list and then click Manage Roles.

    3. In the dialog that appears, apply the Dynamics 365 App for Outlook User security role to the users.

    This will ensure that the users have the basic privileges needed to access App for Outlook.

    Note

    The security role Dynamics 365 App for Outlook User is available from Build 9.1.0.3420. 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:

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

    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)4 O and M O and M1 O and M1
    Mobile Outlook app5 O

    (O)nline: Dynamics 365 for Customer Engagement, Exchange Online
    (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:

    • 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 intranet.

      • Your Dynamics 365 for Customer Engagement apps 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 Window

    • Apple Safari (version 9 or version 10) on Mac or on OSX

    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, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed.

    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'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.

      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.

    5. Make sure to add users to the security role Dynamics 365 App for Outlook User as described in the Provide security role access section above.

    To have users install the app themselves

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

    2. In the Apps for Dynamics 365 for Customer Engagement 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’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 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.

    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