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10Hello everyone,
I have integrated Microsoft Outlook with Dynamics 365 and successfully enabled all necessary settings for email tracking, including mailbox configuration. I am able not to track emails from Outlook into CRM. However, I send mail from CRM it gets synced with Outlook.
The problem is, that I don't see the Dynamics 365 App in my Outlook.
Here’s what I’ve tried so far:
- Verified that the app is deployed and enabled in the Dynamics 365 Admin Center.
- Confirmed that the user's mailbox is properly configured and enabled.
- Checked user permissions, and the "Use Dynamics 365 App for Outlook" privilege is active.
- Have proper settings in Mailbox and have approved the user's mail and tested run for the user.
- Gave the required Dynamics 365 App for Outlook User security role to the user.
Refer to the screenshot given below, have added Outlook..
But App is not present in the Outlook.
I selected a mail, more options > customization actions.
please note : Dynamics 365 is a different app
Is there something I'm missing, or are there any additional steps I should take to make the Dynamics 365 App for Outlook visible?
Thank you in advance for any insights!
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