Dynamics 365

How to Implement the Dynamics 365 App for Outlook

Posted by Heidi Neuhauser

This article will give you a high-level overview of how to implement the Dynamics 365 App for Outlook, including necessary system and user requirements.

Check the system requirements

Check out this article from Microsoft that details minimum requirements necessary for users to be able to use the app. Here’s an overview of requirements for your email server, email client and browser (if using outlook web access):

Requirements for deploying the Dynamics 365 App for Outlook.
Requirements for deploying the App for Outlook.

Another essential item is ensuring that your Exchange sever is compatible. This chart from Microsoft documentation explains what is supported:

Exchange requirements to run the Dynamics 365 App for Outlook.
Exchange requirements.

The remainder of this how-to assumes you have verified that your environment meets all of these requirements.

Security Roles

In order to users to use the App, your system administrator needs to ensure that all users who require access have the security role Dynamics 365 App for Outlook User. This provides the minimum set of privileges required to run the App for Outlook. Without this security role, a user will not get access.

Server-side Synchronization

If you want to use the App for Outlook, you’ll need to configure and set up server-side sync for your Dynamics 365 environment. Minimally, users need server-side synchronization set up on their mailbox for incoming emails and for appointments, contacts and tasks. All user mailboxes should be tested and enabled prior to deploying the app (see next section for details). For a full step-by-step on setting up server-side sync, see this great article from Microsoft.

Deploying the App to Users

Now that your system is ready to rock and roll and has all pre-requisites, and your users all have the necessary security role, let’s talk about deploying the app to your users! This is the easy part!

  1. From the front-end of your Dynamics 365 system, navigate to System Settings.

  2. Expand the Settings menu, then select Dynamics 365 App for Outlook (highlighted below).

    From Settings, select Dynamics 365 App for Outlook

  3. You will see a screen similar to the one below. The simplest, easiest thing to do is check the box with the highlighted text below. This will push the App to all eligible users. Click the blue Save button

    Dynamics 365 App for Outlook: push to users

  4. Any user who is eligible will now see the Dynamics 365 App for Outlook in their Outlook!

    Remember: eligible users are those who (1) have server-side synch on their mailbox, and (2) have the security role applied on the User account.

Need help?

If you need any help getting up and running with the App for Outlook, feel free to contact me!

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