The latest release of Dynamics 365 App for Outlook runs with version 9.0 (or higher) of Dynamics 365 (Online) and brings us a lot of changes. Firstly, multi-factor authentication is no longer supported with the Dynamics 365 App for Outlook, and e-mail tracking is restricted for delegated users.
The Microsoft Dynamics 365 App for Outlook gives us the ability to easily manage our CRM data through Outlook, provided that we have the Microsoft Exchange server-side synchronization activated.
Read how to set up the application in a few steps.
In order to use the app correctly, it is necessary to test and set up the mailbox for the user. For this you have to go to the e-mail configurations and the mailboxes under the settings.
Select the user or his/hers mailbox which is going to use the Dynamics 365 App for Outlook in the future.
Click "Approve Email" and "Test & Enable Mailbox". It is important that both "Incoming Email Status" and "Outgoing Email Status" are marked with a "Success".
Before we start with the actual set up of the new Outlook app, we have to set up the security role for our users. If we don't do this we get the following error message:
"We are unable to show Dynamics 365 App for Outlook because current user role does not have required permissions"
Please go to the setting and open Security roles:
Select a security role and navigate to the "Business Management" section. You are free to choose whether you want to create a new security role or configure an existing one. Make sure that the security role has read and write permissions for the mailbox.
If you now scroll down a little, you reach the "Privacy Related Privileges" section. Activate "Use Dynamics 365 App for Outlook".
Afterwards we have to activate the "User Application Metadata" in the "Customization" section for read and write function.
The fields Entity, Field, Model-driven App, Relationship, System Application Metadata, System Form and View also require read permissions, but this should be already set if you edit an existing security role. Check and configure it, if necessary- Save the changes to the security role.
In the next step we will link the security role with the app. To do this we have to go back to the settings and click on "My Apps".
Here we select the "Dynamics 365 App for Outlook" and manage the roles.
Select the security roles that allow users to use the Outlook app. You can choose several security roles at once. If you assign a new user an unlocked security role, the Dynamcis 365 App for Outlook is automatically available.
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