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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM App for Outlook 2016
Microsoft Dynamics CRM (Archived)

CRM App for Outlook 2016

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Posted on by Community Member

Hi, 

Has anyone fully configured Server Side Sync AND the new CRM App for Outlook for 2016? 

I am having issues with a client with getting the CRM App to work…since it is brand new there is not a whole lot in the form of support docs from Microsoft (other than the obvious articles) or troubleshooting. 

Basically the client has Server Side Sync all set up, his mailbox and email approved by an O365 Admin.  All email Settings in CRM are set for Server Side Sync.  But they are still not showing up in the ‘Eligible Users’ list in CRM, making it impossible to test.  

Any ideas at all?  Has anyone configured this or gotten it to work properly?

Thanks in advance.  

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hello,

    Have you tried updating to the latest roll-up?

    www.microsoft.com/.../details.aspx

  • Community Member Profile Picture
    Community Member on at

    Hi, thanks for the quick response.

    My client is on 2016 (8.0.1.79( (DB 8.0.1.79)

    Is this not the latest version?  Will UR 1 fix it?

  • Community Member Profile Picture
    Community Member on at

    It is deffo worth a shot. Its always best to be on the latest update anyway.

  • houstonbrooke Profile Picture
    houstonbrooke on at

    I just got updated last night and I'm having this same issue. It's not showing up as an option for me (as an admin) under Settings like it should be doing.

    I also noticed when I tried to adjust the security privileges like it says to do, I don't have this option as it requests -

    In the Privacy Related Privileges section, verify that Use CRM App for Outlook is set to Organization. If not, click Use CRM App for Outlook.


    Also it says in the customization tab, that users need read/write access to a list of entities. I'm not okay with that, as it seems to imply they can customize the fields, relationships, views, etc. And when I click the circle it only gives me the option of setting it organization-wide, or nothing. That doesn't sound right.

  • Community Member Profile Picture
    Community Member on at

    Hi Brooke, we had the same issue here. I didn't have the option under role security and also didn't have the ability to add the app from the settings cog.

    I put a support call to support and they did something to fix it.

  • Melita Profile Picture
    Melita on at

    I am having the same issue- were you able to resolve this?

    Thank you

    Melita

  • houstonbrooke Profile Picture
    houstonbrooke on at

    I had to call support and get them to fix something so that the option appeared in my settings. It's working now.

  • Melita Profile Picture
    Melita on at

    Did you find a resolution to this? I am having the same problem, not able to add users even though we have completed all the requirements to do so.

  • Melita Profile Picture
    Melita on at

    Was your issue not being able to add users? I thought you weren't see the CRM App under settings? I see the CRM App, I just can't add users.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Melita, have all emails been approved by an Office 365 Global Administrator?

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