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Dynamics 365 Outlook app For Dynamics 365 OnPremise

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Posted on by Bhowmick

Hi All

How to integrate Dynamics 365 Outlook app For Dynamics 365 On Premise system?

Is there any step by step manual available?

Is it possible id d365 is not IFD enabled?

Categories:

Integration with Other Products

Email and Office Integration

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Michael Donald 7 on at

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Dynamics 365 Outlook app For Dynamics 365 OnPremise

Hi All,

Integrating the Dynamics 365 Outlook app for a Dynamics 365 On-Premise system involves a few key steps. Here’s a general guide to help you through the process:

Ensure Compatibility: Verify that your Dynamics 365 On-Premise version is compatible with the Outlook app. The app supports Dynamics 365 versions from CRM 2016 and later.

Install Server-Side Synchronization: Set up server-side synchronization for your email system. This step is crucial as it facilitates communication between Dynamics 365 and Outlook.

Configure Dynamics 365 for Outlook:

Download and install the Dynamics 365 App for Outlook.

Go to the Dynamics 365 settings, and select "Dynamics 365 App for Outlook".

Add users who will be using the app.

IFD (Internet-Facing Deployment) Requirement: For an on-premise system, it is generally required that Dynamics 365 is IFD enabled to allow external access. If your Dynamics 365 is not IFD enabled, you may encounter limitations in accessing the app externally.

Test the Configuration: Ensure that the configuration is working correctly by sending test emails and checking if they are tracked in Dynamics 365.

For a detailed, step-by-step manual, it’s best to consult the official Microsoft documentation or a comprehensive guide from a reliable source.

If you face any challenges during the integration or if your system is not IFD enabled, it’s highly recommended to contact a Dynamics 365 implementation partner. They can provide you with expert guidance, ensure that all prerequisites are met, and help you achieve a seamless integration.

Best regards,
Krupa Patel
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Venkatesh Nadar on at

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RE: Dynamics 365 Outlook app For Dynamics 365 OnPremise

Minimum Requirements

Dynamics 365 with IFD

Dynamics 365 Update 2.2

Minimum ADFS 3.x due to OAuth endpoint

Minimum Exchange 2016 or 2013 with Cumulative Update 14 or greater

Office 2016 (recommended) although Office 2013 also works fine

CRM Exchange Setup

Connect Dynamics 365 (on-premises) to Exchange Server (on-premises) | Microsoft Docs

CRM OAuth Configuration
The Dynamics Outlook requires OAuth configuration, on the CRM server execute the following PowerShell commands:

$ClaimsSettings = Get-CrmSetting -SettingType OAuthClaimsSettings
$ClaimsSettings.Enabled = $true
Set-CrmSetting -Setting $ClaimsSettings

ADFS Configuration
We need to ensure the Outlook App ID is registered with ADFS to allow OAuth authentication to succeed.

First we need to retrieve the Outlook APP ID from CRM, you can access this information on the Settings Menu > Dynamics 365 App for Outlook

you will see the following screen:

Run the following command on the ADFS server:

Add-AdfsClient -ClientId YOUR_ID -Name "Dynamics CRM Outlook Client" -RedirectUri my_CRM_domain/.../code_auth.aspx

ADFS 4.x (windows server 2016)
If you are using ADFS with Windows server 2016, in addition to the above steps, you also need to grant permissions to the Outlook App, please run the following command in powershell:

Please note the domain used here, is the IFD authentication CRM URL, usually named authcrm.domain

Grant-AdfsApplicationPermission -ClientRoleIdentifier YOUR_APP_ID -ServerRoleIdentifier "authcrm.domain.com” -ScopeNames openid

ADFS Authentication Providers
Forms based authentication is required to be enabled on the intranet zone. Open the ADFS management wizard.

Click Authentication Policies > Primary Authentication > Global Settings > Authentication Methods > Edit.

Click Forms Authentication on the Intranet zone.

Installing the Outlook App

How to deploy Dynamics 365 App for Outlook | Microsoft Docs

Internet Explorer Settings
The CRM domains need to be added to the Trusted Sites and Protected Mode needs to be enabled

If you come across multiple authentication pop-ups try to enable anonymous authentication:

Run inetcpl.cpl and click on OK.

Go to Security Tab. Click on Trusted Sites lower the security level to Low

Enable Protected Mode

Add both the internal and external CRM domains “">https://crm.domain"

Click on custom level and scroll down to user authentication section, select anonymous logon and save changes.