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Customer experience | Sales, Customer Insights,...
Answered

How can i add the Add In in Outlook?

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Posted on by 27

How can i add the Add In in Outlook?

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  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Please refer to this article https://stoneridgesoftware.com/how-to-install-the-dynamics-365-app-for-outlook/

    Step 1. Go to Email Configuration Settings, select default synchronization methods to Server-Side Synchronization.

    pastedimage1607394211593v1.png

    Step 2. Edit the mailboxs, select synchronization methods to Server-Side Synchronization.

    pastedimage1607394305239v2.png

    Step 3. Test the mailboxes, make sure that each mailbox has 4 successes.

    pastedimage1607394441543v4.png

    Step 4. Go to Settings > Dynamics 365 App for Outlook, 

    pastedimage1607394465293v5.png

    Check "Automatically add Dynamics 365 App for Outlook to all eligible users".

    pastedimage1607394738165v6.png

    Step 5. Enable "Use Dynamics 365 App for Outlook" in the security roles for users.

    pastedimage1607394816729v7.png

  • ARVI2000 Profile Picture
    27 on at

    Hi Lu Hao,

    it is working now, Thank you for your advice. 

    Bye. 

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Please click Yes under "Did this answer your question?" to close this thread. Thanks.

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