Requirements/supported configurations

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

The customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), give you the following options to access data:

  • Web browser. No need to install anything to run customer engagement apps from a computer running a supported web browser.

  • Dynamics 365 App for Outlook. An Outlook add-in that provides you with a complete set of customer engagement apps capabilities right within Office Outlook.

  • Dynamics 365 for phones and Dynamics 365 for tablets. Lightweight applications that let you access Microsoft Dataverse data on almost any web browser running on a tablet, smartphone, or non-Windows computer.

Web browser requirements

You use a common web browser, such as Internet Explorer, Mozilla Firefox, Google Chrome or Apple Safari to view, add, or edit information stored in your organization’s database. For more information about the supported web browsers and hardware requirements, see Web application requirements for Microsoft Dynamics 365 apps.

Mobile device requirements

Users can work in customer engagement apps by using a supported browser on a mobile device, or by using Dynamics 365 for phones. For more information about the mobile experience, see Set up Dynamics 365 apps for phones and Dynamics 365 apps for tablets.

Microsoft Office requirements

Customer engagement apps leverage the capabilities of on-premises versions of Microsoft Office or Microsoft 365 and integrates with Office Word and Office Excel. For more information about the supported versions of Microsoft Office, see Supported versions of Office.

For full Microsoft 365 feature integration with Dynamics 365 and Customer Engagement (on-premises), you'll need Microsoft 365 Enterprise E3 or later. Skype for Business PSTN calling and conferencing requires Microsoft 365 Enterprise E5. Other Microsoft 365 plans are not supported. For more information on licensing and pricing, see:

IP addresses and URLs

If certain IP address ranges or individual IP addresses are blocked in the environment, users may not be able to reach Microsoft Dynamics 365 environments. Blocked IPs can also impact connecting Dynamics 365 apps to Microsoft Exchange Server (on-premises). See the following:

Note

You can search the Azure IP Ranges json file for the AzureCloud service tag for your region. For example, for Japan you'd search for "azurecloud.japaneast" and "azurecloud.japanwest" to find the list of IP addresses to allow.

AzureCloud service tag for region IPs

Dynamics 365 apps use several Microsoft URLs to help provide security, services, and features. Blocking any of the required URLs will cause apps in Dynamics 365 to operate incorrectly or not at all. See:

Internet accessible URLs required

If you cannot access Microsoft Dynamics 365 apps, or specific URLs fail to load when you use Microsoft Dynamics 365, a proxy or firewall may be configured to prevent Dynamics 365 URLs from accessing server resources.

Add the following URLs to the approved list to allow traffic to proceed to these URLs.

Select your region:

See also

Plan for Deployment and Administration
Work with requirements as a solution architect for Power Platform and Dynamics 365