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Microsoft Dynamics 365 | Integration, Dataverse...
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D365 App For Outlook add-in not appearing

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Posted on by 7,396 User Group Leader

Hi,

I have a hybrid setup for D365 (on-prem) and Exchange Online. Server-side sync has been successfully enabled. 

Also, the users have been enabled for Dynamics 365 App For Outlook within Dynamics 365.

However, some users don't see the add-in in their Outlook at all - 

And some see this issue - 

Activity ID: fc34d362-a041-cc05-c858-f82d2c533635 Date: Wed, 14 Oct 2020 08:49:38 GMT Error: OnPremAuthenticationManager: oAuth Discovery response did not contain 'bearer' Trace: Error at ClientError (https://crm.buchi.com/CrmMailApp/shim.js?v=1:2026:25) at req.onreadystatechange (https://crm.buchi.com/CrmMailApp/shim.js?v=1:568:33)
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  • Suggested answer
    Anthony Dong Profile Picture
    on at
    RE: D365 App For Outlook add-in not appearing

    To configure Dynamics 365 App for Outlook for On-premise Dynamics 365, please follow up steps below :

    1. please make sure that you have completed the configuration for the Hybrid setup from scratch
      https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/connect-dynamics-365-on-premises-exchange-online

     

    1. Also, please make sure that you have enabled the OAuth on the CRM server:

    (1)Log on Dynamics CRM server as an administrator
    (2)Add the Customer EngagementWindows PowerShell snap-in (Microsoft.Crm.PowerShell.dll)
    Add-PSSnapin Microsoft.Crm.PowerShell  

    (3) Enable OAuth by running the script below

    $ClaimsSettings = Get-CrmSetting -SettingType OAuthClaimsSettings 

    $ClaimsSettings.Enabled = $true 

    Set-CrmSetting -Setting $ClaimsSettings 

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/post-installation-configuration-guidelines-dynamics-365#configure-the-oauth-provider

     

    1. Enable the Forms Authentication on the ADFS (and disable the Windows Authentication):

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/post-installation-configuration-guidelines-dynamics-365#enable-forms-authentication

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/post-installation-configuration-guidelines-dynamics-365#disable-integrated-windows-authentication-to-prevent-client-authentication-prompts

     

    1. Register the Dynamics 365 App for Outlook manifest Uri to the ADFS (obtain the full command from Dynamics 365 CRM->Settings->Dynamics 365 App for Outlook entity-> Copy the add-adfsclient…. Command for the app and paste it in PS)

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/post-installation-configuration-guidelines-dynamics-365#register-the-client-apps

    [Below are steps to verify if you have register Dynamics 365 App for Outlook in ADFS successfully :

    1).Sign in your Dynamics CRM server, Settings->Dynamics 365 App for Outlook entity , you will see full command with ClientId , please take note this ClientId

    2). Then Log on your ADFS server, run powershell as Administrator, then run command : get-adfsclient

    3).If you already register Dynamics 365 App for Outlook, you will see its detailed information, and the ClientId will be same with above one

    4).If you find you have not registered the Dynamics 365 App for Outlook in ADFS, please run the full command which is obtained from Dynamics 365 CRM->Settings->Dynamics 365 App for Outlook-> add-adfsclient….

    5).If you find the clientId in step 3 is not same with ClientId in step 1, please remove the client app in step 3 : Remove-AdfsClient

    Then the full command which is obtained from Dynamics 365 CRM->Settings->Dynamics 365 App for Outlook-> add-adfsclient…. Again

    6).After above, please restart your ADFS service

    ]

     

    1. If you are running ADFS server 4.0 and above, also grant the application permissions:

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/post-installation-configuration-guidelines-dynamics-365#grant-application-permission-when-using-windows-server-2016-ad-fs

    Grant-AdfsApplicationPermission -ClientRoleIdentifier "<client_id/org_id>" -ServerRoleIdentifier "<org_auth_url>"

    Replace the Client Role Identifier ID with the app ID obtained from point 4 and replace the authentication URL and do not forget to put the trailing forward slash “/” after the URL

    Grant-AdfsApplicationPermission -ClientRoleIdentifier "806e5da7-0600-e611-80bf-6c3be5b27d7a" -ServerRoleIdentifier https://auth.contoso.com:444

     

    1. Once, you have reviewed the information, please confirm again that the OAuth claim setting has been set to “true”. If no, you have re-enabled it  

     

    1. Please also do not forget to Restart IIS, restart CRM services, restart ADFS services after above
  • Sushma.Patole Profile Picture
    5 on at
    RE: D365 App For Outlook add-in not appearing

    How can I find Auth url here which i need to provide.?

  • AriaConsulting Profile Picture
    2 on at
    RE: D365 App For Outlook add-in not appearing

    Sorry, I don't understand your question.  Can you elaborate?

  • Sushma Patole Profile Picture
    250 on at
    RE: D365 App For Outlook add-in not appearing

    What values I should provide below for Org_Auth_url? Where I can find this values from Customization -> developer resources?

    Grant-AdfsApplicationPermission -ClientRoleIdentifier "<client_id/org_id>" -ServerRoleIdentifier "<org_auth_url>"

    This is setup information provided for - Getting Started with Microsoft Dynamics 365 App for Outlook on IFD version

    Add-AdfsClient -Name "Dynamics 365 App for Outlook" -ClientId (GUID) -RedirectUri XXX.XXX.com/.../code_auth.aspx

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