The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. The application has evolved over time and has made some improvements. However, there are still issues that you may run into while using the application. We will address of few of the obvious items to check to help resolve these issues.

Permissions Settings

Before you deploy the Dynamics 365 App for Outlook, I would recommend that you read through the "Deploy Dynamics 365 App for Outlook" article from Microsoft. Afterwards, you will need to check the Security Role(s) of the user(s). You will need to log into Dynamics 365 (CRM) as an administrator and navigate to "Settings/Security/Security Roles" and select the appropriate role. Next, check that the following options are set.

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