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Microsoft Dynamics CRM (Archived)

Dynamics 365 App for Outlook Error and Business Units

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I am trying to use the Dynamics 365 App for Outlook, and I'm running into a problem. I have a test user account for which I have properly set up the email configuration to use the outlook app. I have a root organization and a child business unit to that root organization. I have a pretty lean security role that I'm assigning to my test user. This role exists at the root level and is inherited by the business unit. 

When I put my test user in the root org business unit and assign him the security role I created, I can use the outlook app as I'd expect. Everything works. BUT when I put my test user in the child business unit and assign him the same role (though now inherited down to the child bu), I get a generic error from the outlook app when I try to connect to it.  I need my test user to be in this child business unit for data partitioning reasons. I cannot find anything online or in documentation that suggests why this is happening or a way around it. Does anyone have any ideas? Any help is really appreciated. Thanks.

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  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Dynamics 365 App for Outlook Error and Business Units

    Hi,

     I believe it should work, at least this thread below assumes that you should be able to get past the "installation":

    community.dynamics.com/.../173627

     What if you give that user one of the out-of-the-box roles(sales manager etc), does it work then?

     If it does, maybe I would look at the permissions you have in that role under "business management" tab (in particular, "business unit" entity, privacy-related, and miscellaneous privileges)

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