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Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Issues with Outlook AddIn - Does not appear in menu bar

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Posted on by 202

Hello,

We've migrated past weekend from our CRM 2016 (v8.2) to Dynamics 365. 

Now I have some strange issues with the Outlook AddIn. For me, everything is working fine, but I have a few colleagues, that I', not able to get the AddIn running. 

After the installation, the AddIn simply does not appear within the menu bar. Neither there is the option to Set regarding or Track in CRM. Its just not there. 

When I try to check the Com Add Ins I can see an entry for "Microsoft Dynamics 365" & "Microsoft Dynamics CRM" and they're both active. It also shows in the installed Apps & Features. 

I've already checked the Security Roles and the "Dynamics 365 App for Outlook User" is assigned to all of them. Also the mailbox settings are correct set to Dynamics Outlook AddIn. 

Funny thing, my test account has the same settings and its working with it. The Outlook versions are all supported and we currently have an exchange server 2013 (On Premise) with CU 23, which is also compatible regarding to Microsoft Documentation. 

I'd really appreciate if anyone has a hint what I can check else.

Thank you very much

Best regards,

Maurice 

I have the same question (0)
  • Gustavo Longo Profile Picture
    on at

    Hello Maurice,

    I hope you are well and safe.

    Apparently you are trying to access Dynamics 365 app for Outlook only on Outlook Desktop version.

    I would say to test on Outlook Web Access (OWA) too, using different browsers.

    Moreover, you could re-deploy the D365 app for Outlook:

    docs.microsoft.com/.../deploy-dynamics-365-app-for-outlook

    Finally, refer to FAQ session for additional inputs:

    docs.microsoft.com/.../faq

    Regards,

  • maurice.renz Profile Picture
    202 on at

    Hi,

    thanks for your suggestion. Hope you are well and safe too.

    I can't test this in OWA since we have a Cloud Dynamics and On-Premise Exchange 2013. There was also no need to Deploy the App. We've downloaded it from the Microsoft website, installed it on the local Outlook, connected to our On-Premise Exchange and configured as URL the Cloud system. All of that is working fine for myself and my separate test account with the same priviliges as all other users. But unfortunately, when I install it on different users they do not even receive the wizard to configure the URL and add the organization.

    But I can see, that the AddIn is installed, the same version and its also Active in Outlook. But there is not request for the organization, and neither there are any buttons or the Dynamics 365 menu tab.

    Best regards,

    Maurice

  • MS. Profile Picture
    20 on at

    Similar issue has been resolved in our case by removing an old crm file from Outlook / Account settings / Data files.

    Both Add Ins got the same name "Microsoft Dynamics 365" afterwards.

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