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

Dynamics 365 App for Outlook

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Posted on by 40

I need to continue another question of mine and ask again, because seems that the organisations has blocked something, is there possibility to block to use Dynamics 365 App for Outlook? I should find solution to make it possible to use App for Outlook and we don't know what do we need to unblock...

In other words: We enable server side synchronization, but still we cannot get App for Outlook working. They doubt that there is blocked to use it, is it possible and if yes, what can we do to unblock it :)

Thank you for the help!

I have the same question (0)
  • Wahaj Rashid Profile Picture
    11,321 on at

    Hi,

    When you say it is blocked, you do not see the option to configure the app or you get an error?

    Can you please provide more details?

  • Ladylike Profile Picture
    40 on at

    This is a bit problematic, because I don't have a connection to this person who sees. We are asked to tell what to do in global admin level, to allow App for Outlook. As much as I understand they should not need to do anything. But then we are told that maybe they have blocked the possibility to use App for Outlook and now these people do now know if they have blocked it and if yes, what to do to unblock it.... :)

    I know this not easy to understand. Too many people and no possibility to discuss all together... and I don't even know if what they ask is relevant at all!

    I try to explain once again:

    There is an organisation and a supplier who is responsible for the tenant.

    Then we have Dynamics 365 CRM another supplier. CRM is in the same tenant.

    Me and one team are making D365 CRM implementation and we would need to use App for Outlook.

    D365 CRM supplier cannot find any reason why we cannot install the App for Outlook. (Serverside synchronization is enabled)

    Now we are asked to tell what should they need to do in the tenanat/global admin level (I am not sure is this right way to say this) so that we could use App for Outlook.

    We are also told that in earlier implementations of D365 CRM they have disabled the use of App for Outlook. Nobody knows is this truth. Is that even possible? If yes, I needed to tell for them how to enable App for Outlook again :).

    Yes, complicated because I cannot discuss direct with the all of them ...

  • Verified answer
    JSilva Profile Picture
    485 on at

    Hi,

    1º You need to have: Office 365 Global admin to configure the App

    Approve the emai boxes

    2ºenable server side synchronization

    3º Test of the emails are active

    docs.microsoft.com/.../connect-exchange-online

    4 Go to settings / Dynamics 365 app for outlook

    And add the app to the outlook users that you want

    In dyn365 app for outlook settings you have all the info that you need to configure

  • Ladylike Profile Picture
    40 on at

    Wonderful!

    You say: "1º You need to have: Office 365 Global admin to configure the App". Would you once again give me instructions what should they do in Office 365 to configure the App?

  • Verified answer
    JSilva Profile Picture
    485 on at

    What i want to mean is:

    Only a Global office 365 admin can do this steps:

    dyn365 / Settings / e-mail boxes

    Approve the emai boxes

    2ºenable server side synchronization

    3º Test of the emails are active

    docs.microsoft.com/.../connect-exchange-online

    Only one user with Global office 365 admin can do

    After this steps

    you need to go

    Settings/Dynamics 365 App for Outlook

    see this document:

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

  • Ladylike Profile Picture
    40 on at

    Okay! No I got it. Thank you veryvery much!

  • JSilva Profile Picture
    485 on at

    Ok,

    it´s a very simples process

    Please verify my answer if was usefull

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