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What are the best practices to switch from dynamics crm 2013 outlook client to dynamics 365 app for outlook

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Posted on by Gmanunta81

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Hello, community,

we need to dismiss our CRM outlook client (2013) and starting to use the new Microsoft Dynamics 365 CE app for outlook;

What are the best practices to migrate from dynamics CRM 2013 outlook client to dynamics 365 app for outlook?

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Jmiquel 560 on at

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Hello,

There is no real migration for the Outlook plugin.

The app is not an independant software, it's an option to activate inside Dynamics and the deployment is automatic.

You can follow this guide to deploy it : [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/v8/deploy-dynamics-365-app-for-outlook:750:50]
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Kalpavruksh D365 CoE 2,545 on at

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Hello,

There is no process to migrate Outlook from old version to new, rather outlook will be updated separately and Outlook for Dynamic 365 can be configured with latest outlook update. Please follow below URL: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/v8/dynamics-365-app-outlook-user-s-guide-v8

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