- Dynamics 365 For Outlook Version 9.0
- Dynamics 365 Outlook Add In
- Dynamics 365 For Outlook V9
- Dynamics 365 For Outlook Greyed Out
- Microsoft’s answer to Outlook email integration with Dynamics 365 is Dynamics 365 App for Outlook. This app, which is a Microsoft Office add-in, is the preferred app, especially if you’re running Dynamics 365 on mobile devices.
- With the recent release of the new version of Dynamics 365 App for Outlook in 2017 along with v9.0 and the new unified interface, there has been quite of bit of ongoing work to bring features and improvements in this area. As many organizations are now in the transition from the legacy Dynamics 365 for Outlook client, I have encountered many.
- Find Microsoft Dynamics 365 plans and pricing to choose the applications that are right for your business needs.
Announcing new capabilities for a connected and engaging experience between Dynamics 365 and Microsoft Teams. Learn more Learn about the new Dynamics 365 and Microsoft Power Platform features and capabilities previewed at the Microsoft Business Applications Launch Event. Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update. Go to Microsoft Update. Verify permissions. To install Dynamics 365 for Outlook, you must have the appropriate security permissions. Permissions required for Dynamics 365 for Outlook tasks.
-->Use Dynamics 365 App for Outlook to tap the power of your 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 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 customer engagement apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), Dynamics 365 Customer Engagement (on-premises), version 9, and Microsoft Dataverse.
- For a prior release that works with earlier versions of Dynamics 365 apps, see Deploy Dynamics 365 App for Outlook.
For example, when you open an email message, view information from your Dynamics 365 app about the email recipients. Or with a single click, link an Outlook email message or appointment to a specific Dynamics 365 record. When you link an email message or appointment to a Dynamics 365 record, the Outlook record appears as an activity for that record in Dynamics 365 apps.
FAQs
For more information on FAQs, see Frequently Asked Questions about Dynamics 365 App for Outlook.
Prerequisites
Your system administrator can make Dynamics 365 App for Outlook available to your organization or you can add it yourself if:
You have the Use Dynamics 365 App for Outlook security privilege.
Your organization synchronizes mailboxes with server-side synchronization.
For more information, and for information on supported devices, browsers, and Outlook versions, see Deploy Dynamics 365 App for Outlook.
Add the app to Outlook
After the prerequisites have been met, you can add the app directly from Dynamics 365 app.
Select the Settings button , and then click Apps for Dynamics 365.
On the Apps for Dynamics 365 page, under Dynamics 365 App for Outlook, click Dynamics 365 App for Outlook.
Note
If you have trouble installing the app, see the troubleshooting section in Deploy Dynamics 365 App for Outlook.
Disable or remove the Outlook app
In Outlook, click File, and then click Manage Add-ins.
This opens the Microsoft 365 dialog box where you can see all your Outlook add-ins. If you click the Dynamics 365 row, you can see which instance the app is connected to.
Do one of the following:
To disable the app, in the Dynamics 365 row, clear the Turned on check box.
To remove the app, select the Dynamics 365 row, and then click the Minus button.
Terminology
| Term | Definition |
|---|---|
| Set regarding | Track and link the email or appointment to an existing record in Dynamics 365 apps. |
| Tracking | Create a copy of the email or appointment in Dynamics 365 apps. |
Create a new record
Click Quick Create, and then select the type of record you want to create.
Fill in the information in the form.
Click Save.
View the linked email in Dynamics 365 apps
Find the linked record in a list or using Search.
In Tracked regarding, click (...) > View email in Dynamics 365 apps.
Untrack the regarding record
Find the record to link in a list or using Search.
In Tracked regarding, click (...) > Untrack.
Monitor an email message
Create an email message as you normally would in Outlook.
Track the email message or link it to a record in Dynamics 365. You can’t monitor an email message unless you track it or link it (set a regarding record).
In the Dynamics 365 pane, click Follow, and then click Follow this email.
Note
Any recipients that can’t be followed will be displayed at the bottom of the Dynamics 365 pane.
Send the message in Outlook.
Important
Do not edit the email message or change the recipients after you follow it. If you edit an email message after it’s followed, you may inadvertently delete the monitoring information or you may inadvertently add recipients who shouldn’t be followed.
Remove the monitoring for an email message
Select the monitored email message.
Click Unfollow. -->
Track appointments from another person in your organization
You can track appointments from another person in your Dynamics 365 apps organization using Dynamics 365 App for Outlook. To enable this capability, you need to enable the OrgDBOrgSetting in your organization. Dynamics 365 apps provides the OrgDBOrgSettings tool that gives administrators the ability to implement specific updates that were previously reserved for registry implementations.
- Follow the instructions in this article for steps to extract the tool.
- After extracting the tool, enable the OrgDBOrgSetting TrackAppointmentsFromNonOrganizer.
You can also use this tool to edit the OrgDBOrgSetting TrackAppointmentsFromNonOrganizer.
After the OrgDBOrgSetting is enabled, when you open Dynamics 365 App for Outlook on an appointment created by another user in your organization, you can track the appointment. You will no longer see the banner blocking you from tracking the calendar item.
Synchronization and tracking
The Dynamics 365 App for Outlook tracks and synchronizes your mail and calendar data between Outlook (Exchange) and Dynamics 365 apps. Server Side Synchronization is an asynchronous service that runs in the background approximately every 15 minutes to synchronize items between Exchange and Dynamics 365 apps. In most scenarios, the Outlook item is immediately created in Dynamics 365 apps. However, in some cases, Server Side Synchronization service is used to promote the item to Dynamics 365 apps and keep it synchronized, which may take up to 15 minutes. The below table provides a brief explainer of the behavior.
In most cases items are immediately tracked, aside from when an email is in compose mode and recurring appointments.
Note
Server Side Synchronization is used to promote emails when Microsoft Outlook includes images in email signatures as attachments.
If the Dynamics 365 App for Outlook uses Server Side Synchronization to track an item to Dynamics 365 apps, the track status of the item will be “Pending”.
Note
For manually tracked items, App for Outlook only synchronize pre-definded fields between Outlook (Exchange) and Dynamics 365 apps. Any Field level synchronization settings will have no effect while tracking the items manually from App for Outlook.
See also
Deploy Dynamics 365 App for Outlook
Set up server-side synchronization (admins)
Note
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-->Dynamics 365 for Outlook
If you’re like many people, you use Office Outlook as your communications, scheduling, and contact management hub for business. You can continue to use the familiar Outlook interface and integrate Dynamics 365 for Customer Engagement at the same time by using Dynamics 365 for Outlook. Dynamics 365 for Outlook can also provide access to Customer Engagement data while you’re offline. More information: Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook
Important
To install and use Dynamics 365 for Outlook, your organization must be running Dynamics 365 Server.
Step 1: Review installation prerequisites
Sign in as a Local Administrator
To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.
In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations.
Dynamics 365 For Outlook Version 9.0
Review software requirements
Review hardware and network requirements
Install updates
- Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update. Go to Microsoft Update.
Verify permissions
- To install Dynamics 365 for Outlook, you must have the appropriate security permissions. Permissions required for Dynamics 365 for Outlook tasks
Step 2: Download the software
Before you or your users install Dynamics 365 for Outlook, please note the following:
Make sure you have completed your desired Customer Engagement customizations. If your users will use Dynamics 365 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. For more information, see Customize Dynamics 365 apps.
Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. More information: Using Folder Redirection
For synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. More information: Turn Cached Exchange mode on or off
Download the software
In Customer Engagement, click the Settings icon , and then click Apps for Dynamics 365 apps.
On the Apps for Dynamics 365 apps page, click Download from Microsoft Download Center.
Tip
If you prefer, you can download the software from this web page.
If you see one or more Security Warning dialog boxes, click Run in each.
The software will start downloading and you’ll see the following dialog box:
In the Getting Started with Dynamics 365 for Outlook dialog box, under 2. Configure, click Copy to copy your organization’s URL to your computer’s Clipboard. You’ll paste this URL in the following Configure step.
Click Run, when prompted, to download the software.
In the Browse For Folder dialog box, select a folder to store the extracted Outlook files. We recommend that you store the extracted files in a separate folder (choose the Make New Folder option in the dialog box to create a folder without exiting the wizard).
On the License Agreement page, if you accept the license agreement, select I accept the license agreement, and then click Next.
Do one of the following:
To install Dynamics 365 for Outlook without offline capability, click Install Now.
To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook.
Important
If you aren’t able to install offline capability, check to make sure you don’t have any pending Windows updates. Learn more about Windows updates
When prompted, restart Outlook.
Step 3: Configure Dynamics 365 for Outlook
After restarting Outlook, you’ll see the following dialog box:
Press Ctrl+V to paste the URL you copied in the preceding Download the software step, and then click Connect. You can also enter a Server URL or a Discovery URL.
If you’re prompted for a password, enter the password.
Tip
If you want to add another organization, you can run the Configuration Wizard again after you have successfully configured the first organization. To run the Configuration Wizard, in the Windows 8 Start screen, search for Configuration Wizard and run it. In earlier versions of Windows, click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard.
If you encounter an issue configuring 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.
CRM 2015 for Outlook
If you’re like many people, you use Office Outlook as your communications, scheduling, and contact management hub for business. You can continue to use the familiar Outlook interface and integrate Dynamics 365 for Customer Engagement at the same time by using Microsoft Dynamics CRM 2015 for Outlook. Dynamics CRM 2015 for Outlook can also provide access to Customer Engagement data while you’re offline. More information: Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook
Important
- To install and use Dynamics CRM 2015 for Outlook, your organization must be running Dynamics CRM Server 2015.
- Microsoft Dynamics CRM 2013 for Microsoft Office Outlook is not compatible with Dynamics CRM Server 2015. At a minimum, you must update CRM 2013 for Outlook to UR1 to use it with Dynamics CRM Server 2015. More information: TechNet: Upgrading from CRM 2013 for Outlook to CRM 2015 for Outlook
Dynamics 365 Outlook Add In
Step 1: Review installation prerequisites
Sign in as a Local Administrator
To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.
In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations.
Review software requirements
Review hardware and network requirements
Install updates
- Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update. Go to Microsoft Update.
Verify permissions
- To install Dynamics CRM 2015 for Outlook, you must have the appropriate security permissions. Permissions required for Dynamics 365 for Outlook tasks
Step 2: Download the software
Before you or your users install Dynamics CRM 2015 for Outlook, please note the following:
Make sure you have completed your desired Customer Engagement customizations. If your users will use Dynamics CRM 2015 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. For more information, see [Customize Dynamics 365 apps]../../customize/overview.md).
Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. More information: Using Folder Redirection
For synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. More information: Turn Cached Exchange mode on or off
Download the software
In the Customer Engagement user interface, click Get Dynamics 365 for Outlook on the message bar.
Tip
If you prefer, you can download the software from this page.
If you see one or more Security Warning dialog boxes, click Run in each.
The software will start downloading and you’ll see the following dialog box:
In the Getting Started with Dynamics 365 for Outlook dialog box, under 2. Configure, click Copy to copy your organization’s URL to your computer’s Clipboard. You’ll paste this URL in the following Configure step.
Click Run, when prompted, to download the software.
In the Browse For Folder dialog box, select a folder to store the extracted Outlook files. We recommend that you store the extracted files in a separate folder (choose the Make New Folder option in the dialog box to create a folder without exiting the wizard).
On the License Agreement page, if you accept the license agreement, select I accept the license agreement, and then click Next.
Do one of the following:
To install Dynamics 365 for Outlook without offline capability, click Install Now.
To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook.
Important
If you aren’t able to install offline capability, check to make sure you don’t have any pending Windows updates. Learn more about Windows updates
When prompted, restart Outlook.
Step 3: Configure Dynamics 365 for Outlook
After restarting Outlook, you’ll see the following dialog box:
Press Ctrl+V to paste the URL you copied in the preceding Download the software step, and then click Connect. You can also enter a Server URL or a Discovery URL.
If you’re prompted for a password, enter the password.
Tip
If you want to add another organization, you can run the Configuration Wizard again after you have successfully configured the first organization. To run the Configuration Wizard, in the Windows 8 Start screen, search for Configuration Wizard and run it. In earlier versions of Windows, click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard.
CRM 2013 for Outlook
If you’re like many people, you use Office Outlook as your communications, scheduling, and contact management hub for business. You can continue to use the familiar Outlook interface and integrate Dynamics 365 for Customer Engagement at the same time by using CRM 2013 for Outlook. Dynamics 365 for Outlook can also provide access to Customer Engagement data while you’re offline. More information: Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook
Important
If you’re using Dynamics CRM 2011 (on-premises), don’t update to the Dynamics CRM 2013 for Outlook client; continue to use the Microsoft Dynamics CRM 2011 for Outlook client.
If you’re using CRM 2013 (on-premises) or Customer Engagement, you can upgrade to CRM 2013 for Outlook or you can use Microsoft Dynamics CRM 2011 for Outlook if you’re not ready to upgrade yet. If you use Microsoft Dynamics CRM 2011 for Outlook with CRM 2013 for Outlook or Customer Engagement, you can’t use the Outlook client in offline mode, however. We recommend that you update to CRM 2013 for Outlook at your earliest convenience.
Step 1: Review installation prerequisites
Dynamics 365 For Outlook V9
Sign in as a Local Administrator
To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.
In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations.
Review software requirements
Review hardware and network requirements
Install updates
Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update. Go to Microsoft Update.
Step 2: Download the software
Before you or your users install CRM 2013 for Outlook, please note the following:
Make sure you have completed your desired Customer Engagement customizations. If your users will use CRM 2013 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. For more information, see [Customize Dynamics 365 apps]../../customize/overview.md).
Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. More information: Using Folder Redirection
For synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. More information: Turn Cached Exchange mode on or off
Download the software
Run the Microsoft Dynamics CRM 2013 for Outlook Setup to download the software. You can start the Setup from any of the following places:
From the message bar in Dynamics 365 apps: In the Customer Engagement user interface, click Get Dynamics 365 for Outlook on the message bar. If you see one or more Security Warning dialog boxes, click Run in each.
From the web:Go to the download page, and then download and run the appropriate executable file (32-bit or 64-bit), depending on your system and the version of Outlook you use.
From a DVD: Double-click SetupClient.exe in the appropriate Microsoft Office installation folder (32-bit or 64-bit).
In the Browse For Folder dialog box, select a folder to store the extracted Outlook files. We recommend that you store the extracted files in a separate folder (choose the Make New Folder option in the dialog box to create a folder without exiting the wizard).
On the License Agreement page, if you accept the license agreement, select I accept the license agreement, and then click Next.
In the Select the installation page, do one of the following:
To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook.
Important
If you aren’t able to install offline capability, check to make sure you don’t have any pending Windows updates. Learn more about Windows updates
To install Dynamics 365 for Outlook without offline capability, click Install Now.
Customer Engagement installs Dynamics 365 for Outlook. You may need to restart your computer to complete the installation.
On the final page of the wizard, click Close.
Dynamics 365 For Outlook Greyed Out
Step 3: Configure Dynamics 365 for Outlook
You must configure Dynamics 365 for Outlook after installing it. When you restart Outlook after installing, the Configuration Wizard starts automatically.
Note
If the Configuration Wizard doesn’t start automatically, in the Start screen, search for Configuration Wizard and run it. In earlier versions of Windows, click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard.
In the Configuration Wizard, you’ll see a Server URL drop-down list. Click the arrow next to the drop-down list, and then do one of the following:
To connect to a Customer Engagement organization, select **Dynamics 365 apps **. If you don’t know if you’re using the online or on-premises version of Customer Engagement, look in your browser at the web address for Dynamics 365 for Customer Engagement. If the web address contains “dynamics.com” after the name of your organization, you’re using the online version. Otherwise, it’s the on-premises version.
To connect to a CRM 2013 (on-premises) organization, there are two types of URLs, depending on whether your computer is connected to the Internet or not:
For internal deployments (not connected over the Internet), type the Dynamics 365 for Customer Engagement server or discovery service URL using the following format: https://crmserver or https://crmserver:5555.
To connect over the Internet, use the discovery service URL using the following format: https://dev.crmserver.contoso.com.
Note
If you’re unsure of what url to use, check with your Customer Engagement administrator.
Click Test Connection. This adds organizations to the Organization Information list. If you’re prompted for credentials, select from the following options:
For a Customer Engagement organization, do one of the following:
If your organization connects through Microsoft 365, enter your Microsoft online services user name and password, and then click OK. This information was sent to you in email when your account was created.
If you’re connecting with an earlier online services platform, enter your Microsoft account (formerly Windows Live ID) and password, and then click OK. This information was sent to you in email when your account was created.
For a Customer Engagement on-premises organization, you may not be prompted because Customer Engagement uses your Active Directory domain credentials.
In the Organization list, select the Customer Engagement organization you want to connect to, and then click OK. Then click Close.
Tip
If you have problems installing and configuring Dynamics 365 for Outlook, try Configuration Troubleshooting Wizard.
See also
Note
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The survey will take about seven minutes. No personal data is collected (privacy statement).