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Expand your Outlook. We've developed a suite of premium Outlook features for people with advanced email and calendar needs. A Microsoft 365 subscription offers an ad-free interface, custom domains, enhanced security options, the full desktop version of Office, and 1 TB of cloud storage.
-->People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 apps while using Outlook on the desktop or web. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Dynamics 365 apps record such as an opportunity, account, or case. To learn more about what Dynamics 365 App for Outlook offers, see the Dynamics 365 App for Outlook User's Guide.
Important
Dynamics 365 App for Outlook isn’t the same thing as Dynamics 365 for Outlook. As of the December 2016 Update for Dynamics 365 (online and on-premises), Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to integrate Dynamics 365 apps with Outlook. Note that tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user. For information on the Dynamics 365 for Outlook add-in, see the Dynamics 365 for Outlook User’s Guide.
Delegated users cannot use Dynamics 365 App for Outlook to track emails. We suggest using folder-level tracking or automatic tracking for delegated users.
There are two ways to install Microsoft Office: using a Windows Installer (MSI) version or a Click-to-Run (C2R) version of Office. You might have issues accessing Microsoft Dynamics 365 apps in the Add-ins area of Outlook if you don't have the necessary updates for your installation version. For more information, see Issue when trying to access Dynamics 365 apps within the Add-ins area of Outlook.
Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook
The following table compares Dynamics 365 App for Outlook features with Dynamics 365 for Outlook (also known as the Outlook client or add-in) as of the December 2016 Update for Dynamics 365 (online and on-premises).
| Feature | Dynamics 365 App for Outlook | Dynamics 365 for Outlook |
| Track and set regarding for email | Yes | Yes |
| Track and set regarding for appointments | Yes | Yes |
| Track and set regarding for contacts | Yes | Yes |
| Track and set regarding for tasks | No | Yes |
| One click set regarding | Yes | No |
| Shows recipients' summary | Yes | No |
| Shows the regarding record summary in the email/appointment | Yes | No |
| Works with Outlook on the web | Yes | No |
| Works with Outlook desktop | Yes | Yes |
| Works with Outlook for the Mac | Yes | No |
| Works with phones | Yes | No |
| Open and create Dynamics 365 apps record directly | Yes | Yes |
| Apply custom forms and business logic | Yes | Yes |
| Work offline | No | Yes |
| Apply email templates | Yes | Yes |
| Apply sales literature | Yes | Yes |
| Apply knowledge articles | Yes | Yes |
| Ability to monitor emails after sending | Yes | No |
| Sort, filter, format, group, and categorize views | No | Yes |
| Create Word mail-merge documents | No | Yes |
Requirements
The following are required to use Dynamics 365 App for Outlook:
Dynamics CRM Online 2016 Update, or December 2016 Update for Dynamics 365 (online and on-premises)
Synchronization of incoming email through server-side synchronization. More information:Set up server-side synchronization of email, appointments, contacts, and tasks
Software to read mac address on internet. Required privileges as described below
Note
Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported.
Required privileges
Dynamics 365 apps provides access to Dynamics 365 App for Outlook through the Use Dynamics 365 App for Outlook privilege. If a user doesn’t have this privilege, they’ll receive the following error:
“You haven't been authorized to use this app. Check with your system administrator to update your settings.”
Users must also have read/write privileges for the following entities.
Business Management tab:
- Mailbox
Customization tab:
Entity
Field
Relationship
System Application Metadata
System Form
User Application Metadata
View
Set the privileges for a security role
Go to Settings > Security.
Click Security Roles.
Choose a security role, and then click the Business Management tab.
In the Entity section, review the Mailbox privileges settings. The security role should have User or higher settings.
In the Privacy Related Privileges section, verify that Use Dynamics 365 App for Outlook is set to Organization. If not, click Use Dynamics 365 App for Outlook.
Supported configurations with Microsoft Exchange
As of the December 2016 Update for Dynamics 365 (online and on-premises) you can use the app with any combination of Customer Engagement or Customer Engagement (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations. This means you can use Dynamics 365 App for Outlook in any of the following configurations:
| Customer Engagement | Exchange Online |
| Customer Engagement | Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater |
| Customer Engagement (on-premises) | Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater |
| Customer Engagement (on-premises) | Exchange Online |
Note
If you use Customer Engagement (on-premises), you'll need to authenticate with IFD authentication as described below.
Supported browsers for Outlook on the web
You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:
Internet Explorer 11, or Microsoft Edge
The following configuration is supported:
Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Internet.
Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Local Internet.
Your Dynamics 365 URL is in the Local intranet security zone list of trusted websites. In IE 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced.
Google Chrome (latest version) on Windows
Firefox (latest version) on Windows
Purchased app does not appear machine. Aug 23, 2013 All these years I never re downloaded the app but instead restored from backups. The program would update with no problem. But when I restored the phone as new and tried to download mSecure from my purchased apps it does not show up. Apple says it will not show up and that I have to purchase the app again in the USA store. Jan 04, 2019 Purchases not showing in Mac App Store - Apple Community. Search or ask a question. Search Apple Communities. Open Apple Communities Search. Looks like no one’s replied in a while. To start the conversation again, simply ask a new. Jun 19, 2020 Open App Store and tap on your Apple ID profile at the top-right, and then tap on Purchased to see if you get your purchased app history at this page. This solution is known to work somewhat successfully. If not, keep reading below and try a few other things. Jan 25, 2020 To restore a non-consumable purchase, open the app that you made the purchase in and look for an option to restore. You might find it in one of these places: The app's main menu. The app's Settings or Options menus. May 27, 2020 On your Mac Choose Apple menu System Preferences. Click Family Sharing, then click Details next to your name. Make a note of the Apple ID that you're using for family purchases.
Apple Safari (version 9 or version 10) on Mac or on OSX
Supported operating systems for Outlook on the desktop
You can use Dynamics 365 App for Outlook on these versions of Outlook for the desktop:
Outlook 2013 and Outlook 2016.
Outlook for Mac.
Exchange Server version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater is required.
Supported mobile devices
You can use Dynamics 365 App for Outlook with Outlook on the web in the mobile browser on any of the following phones and operating systems:
Apple iPhone devices running iOS version 8, 9, or 10.
Android phones running Android 4.4 (KitKat) or 5.0 (Lollipop), 6 (Marshmallow), or 7 (Nougat).
Windows Phone devices running Windows 8.1 or Windows 10.
Supported clients per feature
The Dynamics 365 App for Outlook features supported depend on the client you're running. The following table summarizes which features are supported for each client/configuration of Customer Engagement and Exchange.
(1) Outlook on the web supports Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Safari 9, Safari 10, Firefox, and Chrome.
(2) Mobile Outlook on the web supports Windows 8.1, Windows 10, iOS 8, iOS 9, iOS 10, Android KitKat (4.4), Android Lollipop, Android Marshmallow, and Android Nougat.
(3) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.
(4) Tracking contacts is supported only on Exchange Server2016 CU3 and Outlook 2016 16.0.6741.1000 and later.
(5) Adding email templates, Knowledge Management articles, and sales literature is not supported in Mobile Outlook on the web.
(6) Supported only on Outlook 2016 16.0.7426.1049 and later.
(7) Supported only on 16.0.6741.1000 and later.
(8) Supported on iPhones 6S or higher, with iOS 8 or higher.
Supported servers
The server requirements for using Office Add-ins are Exchange Server 2013, Exchange Server 2016, or Exchange Online.
Supported languages
Dynamics 365 App for Outlook supports the following languages:
| Bulgarian (Bulgaria) - 1026 | Hindi (India) - 1081 | Portuguese (Portugal) - 2070 |
| Chinese (People's Republic of China) - 2052 | Hungarian - 1038 | Romanian - 1048 |
| Chinese (Taiwan) - 1028 | Indonesian - 1057 | Russian - 1049 |
| Croatian (Croatia) - 1050 | Italian - 1040 | Serbian - 2074 |
| Czech (Czech Republic) - 1029 | Japanese - 1041 | Slovak - 1051 |
| Danish - 1030 | Kazakh - 1087 | Slovenian - 1060 |
| Dutch - 1043 | Korean - 1042 | Spanish - 3082 |
| English - 1033 | Latvian - 1062 | Swedish - 1053 |
| Estonian - 1061 | Lithuanian - 1063 | Thai - 1054 |
| Finnish - 1035 | Malaysian - 1086 | Turkish - 1055 |
| French - 1036 | Norwegian - 1044 | Ukrainian - 1058 |
| German - 1031 | Polish - 1045 | Vietnamese - 1066 |
| Greek - 1032 | Portuguese (Brazil) - 1046 |
Deploy Dynamics 365 App for Outlook
After setting up server-side synchronization and setting the required privileges, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed.
Note
If you're on Dynamics 365 (on-premises), see the section below: To deploy to Dynamics 365 apps (on-premises) users
To push the app to users
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Dynamics 365 App for Outlook.
In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users (you may have to click Settings if you’re opening this screen for the second or subsequent time), select the Automatically add the app to Outlook check box if you want to have users get the app automatically. If a user has the required privileges and email is synchronized through server-side synchronization, you won’t have to do anything more to push the app to them. For example, if you add the required privileges to the Salesperson role, and then assign this role to a new user, they’ll automatically get the app.
Do one of the following:
To push the app to all eligible users, click Add App for All Eligible Users.
To push the app to certain users, select those users in the list, and then click Add App to Outlook.
Tip
If the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status.
When you’re done, click Save.
To have users install the app themselves
Users click the Settings button , and then click Apps for Dynamics 365 apps.
In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.
Note
Users can also disable or remove the add-in themselves, if needed. For more information, see the Dynamics 365 App for Outlook User Guide.
To deploy to Dynamics 365 for Customer Engagement (on-premises) apps users
If you're using Dynamics 365 for Customer Engagement (on-premises) apps, configure your apps server for Internet-facing deployment. See Configure IFD for Microsoft Dynamics 365.
To deploy to Dynamics 365 apps (on-premises) users
Follow these steps if you're using Dynamics 365 apps (on-premises).
Configure your Dynamics 365 apps server for Internet-facing deployment. See Configure IFD for Microsoft Dynamics 365 apps.
If you are using Dynamics 365 apps (on-premises), you need to enable OAuth on the Dynamics server, and register the Dynamics 365 App for Outlook with ADFS. You also need to make sure that OAuth us enabled for Exchange. See Configure Windows Server 2012 R2 for Dynamics 365 apps that use OAuth.
Troubleshooting installation problems
If you or your users have trouble installing Dynamics 365 App for Outlook, it may be because their Exchange mailbox is currently linked to another Customer Engagement organization. An Exchange mailbox (email address) can only synchronize appointments, contacts, and tasks with one organization, and a user that belongs to that organization can only synchronize appointments, contacts, and tasks with one Exchange mailbox. You can overwrite the setting stored in Exchange if you want to change the primary synchronizing organization. For more information, see this KB article.
If your organization is using a custom EWS URL on your Exchange Online configuration (in place of the default https://outlook.office365.com), Dynamics 365 App for Outlook is not supported.You will receive the message Sorry, something went wrong. Please try again, or restart the application. Error code: Error_Message_0x80070000 when you use Dynamics 365 App for Outlook in Outlook Desktop and Outlook Web Access.
Explore the User Guide and train your users
To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User Guide.
See Also
Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix
Set up server-side synchronization of email, appointments, contacts, and tasks
Add users, licenses, and security roles
Add interoperation features to Microsoft Dynamics 365 apps
The Teams Meeting add-in lets users schedule a Teams meeting from Outlook. The add-in is available for Outlook on Windows, Mac, web, and mobile.
Teams Meeting add-in in Outlook for Windows
The Teams Meeting add-in is automatically installed for users who have Microsoft Teams and either Office 2013, Office 2016, or Office 2019 installed on their Windows PC. Users will see the Teams Meeting add-in on the Outlook Calendar ribbon.
Note
- There is no direct URL that links to the Teams add-in.
- There are additional considerations if your organization runs both Teams and Skype for Business. Under some circumstances, the Teams add-in is not available in Outlook. See Upgrade from Skype for Business to Teams for details.
- User permissions to execute the Regsvr32.exe file is a minimum requirement for the Teams Meeting add-in to be installed on the computer.
- If users do not see the Teams Meeting add-in, instruct them to close Outlook and Teams, then restart the Teams client first, then sign in to Teams, and then restart the Outlook client, in that specific order.
- If you are using an Office Outlook installation from the Microsoft Store, the Teams Meeting add-in isn't supported. Users who require this add-in are advised to install Click-to-Run version of Office, as outlined in Office on Windows 10 in S mode article.
Teams Meeting add-in in Outlook for Mac
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The Teams Meeting button in Outlook for Mac will appear in the Outlook for Mac ribbon if Outlook is running production build 16.24.414.0 and later and is activated with a Microsoft 365 or Office 365 client subscription.
The meeting coordinates (the Teams join link and dial-in numbers) will be added to the meeting invite after the user clicks Send.
Teams Meeting add-in in Outlook Web App
The Teams Meetings button in Outlook Web App will appear as part of new event creation if the user is on an early version of the new Outlook on the web. See the Outlook Blog to learn about how users can try the early version of the new Outlook on the web.
The meeting coordinates (the Teams join link and dial-in numbers) will be added to the meeting invite after the user clicks Send.
Teams Meeting add-in in Outlook mobile (iOS and Android)
The Teams Meeting button shows up in latest builds of the Outlook iOS and Android app.
The meeting coordinates (the Teams join link and dial-in numbers) will be added to the meeting invite after the user clicks Send.
Teams Meeting add-in and FindTime for Outlook
FindTime is an add-in for Outlook that helps users reach consensus on a meeting time across companies. Once the meeting invitees have provided their preferred times, FindTime sends out the meeting invite on the user's behalf. If the Online meeting option is selected in FindTime, FindTime will schedule a Skype for Business or Microsoft Teams meeting. (FindTime will use whichever has been set by your organization as the default online meeting channel.)
Note
If you saved a Skype for Business setting in your Findtime dashboard, FindTime will use that instead of Microsoft Teams. If you want to use Microsoft Teams, delete the Skype for Business setting in your dashboard.
For more information, see Schedule meetings with FindTime.
Authentication requirements
The Teams Meeting add-in requires users to sign in to Teams using Modern Authentication. If users do not use this method to sign in, they'll still be able to use the Teams client, but will be unable to schedule Teams online meetings using the Outlook add-in. You can fix this by doing one of the following:
- If Modern Authentication is not configured for your organization, you should configure Modern Authentication.
- If Modern Authentication is configured, but they canceled out on the dialog box, you should instruct users to sign in again using multi-factor authentication.
To learn more about how to configure authentication, see Identity models and authentication in Microsoft Teams.
Enable private meetings
Allow scheduling for private meetings must be enabled in the Microsoft Teams admin center for the add-in to get deployed. In the admin center, go to Meetings > Meeting Policies, and in the General section, toggle Allow scheduling private meetings to On.)
The Teams client installs the correct add-in by determining if users need the 32-bit or 64-bit version.
Note
Microsoft Outlook Web App For Mac
Users might need to restart Outlook after an installation or upgrade of Teams to get the latest add-in.
Teams upgrade policy and the Teams Meeting add-in for Outlook
Customers can choose their upgrade journey from Skype for Business to Teams. Tenant admins can use the Teams co-existence mode to define this journey for their users. Tenant admins have the option to enable users to use Teams alongside Skype for Business (Islands mode).
When users who are in Island mode schedule a meeting in Outlook, they typically expect to be able to choose whether to schedule a Skype for Business or a Teams meeting. In Outlook on the web, Outlook Windows, and Outlook Mac, users see both Skype for Business and Teams add-ins when in Islands mode by default. You can configure a Teams meeting policy setting to control whether users in Islands mode can only use the Teams Meeting add-in or both the Teams Meeting and Skype for Business Meeting add-ins.
Due to certain limitations in the initial release, Outlook mobile can only support creating Skype for Business or Teams meetings. See the following table for details.
| Coexistence mode in the Teams admin center | Default meetings provider in Outlook mobile |
|---|---|
| Islands | Skype for Business |
| Skype for Business only | Skype for Business |
| Skype for Business with Teams collaboration | Skype for Business |
| Skype for Business with Teams collaboration and meetings | Teams |
| Teams only | Teams |
Set whether users in Islands mode can only use the Teams Meeting add-in or both the Teams Meeting and Skype for Business Meeting add-ins
As an admin, you can configure a Teams meeting policy setting to control which Outlook meeting add-in is used for users who are in Islands mode. You can specify whether users can only use the Teams Meeting add-in or both the Teams Meeting and Skype for Business Meeting add-ins to schedule meetings in Outlook.
You can only apply this policy to users who are in Islands mode and have the AllowOutlookAddIn parameter set to True in their Teams meeting policy. For steps on how to set this policy, see set the meeting provider for users in Islands mode.
Other considerations
The Teams Meeting add-in is still building functionality, so be aware of the following:
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- The add-in is for scheduled meetings with specific participants, not for meetings in a channel. Channel meetings must be scheduled from within Teams.
- The add-in will not work if an Authentication Proxy is in the network path of the user's PC and Teams Services.
- Users can't schedule live events from within Outlook. Go to Teams to schedule live events. For more information, see What are Microsoft Teams live events?.
Learn more about meetings and calling in Microsoft Teams.
Troubleshooting
Use the following steps to troubleshoot issues with the Teams Meeting add-in.
Teams Meeting add-in in Outlook for Windows does not show
If you cannot get the Teams Meeting add-in for Outlook to install, try these troubleshooting steps.
Free Microsoft Outlook For Mac
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Download and run the Microsoft Support Recovery Assistant to perform automated troubleshooting steps and fixes.
Alternatively, perform the following steps manually:
- Windows 7 users must install the Update for Universal C Runtime in Windows for the Teams Meeting add-in to work.
- Check that the user has a Teams Upgrade policy which enables scheduling meetings in Teams. See Upgrade from Skype for Business to Teams for more details.
- Check that the user has a Teams Meeting policy that permits the Outlook Add-in. See Manage meeting policies in Teams for more details.
- Ensure the user has the Teams desktop client installed. The meeting add-in will not be installed when only using the Teams web client.
- Ensure the user has Outlook 2013 or later installed.
- Make sure the user has permission to execute regsvr32.exe.
- Ensure that all available updates for Outlook desktop client have been applied.
- Follow these steps:
- Restart the Teams desktop client.
- Sign out and then sign back in to the Teams desktop client.
- Restart the Outlook desktop client. (Make sure Outlook isn't running in admin mode.)
If you still don't see the add-in, make sure that it isn't disabled in Outlook.
- In Outlook, choose File and then Options.
- Select the Add-ins tab of Outlook Options dialog box.
- Confirm that Microsoft Teams Meeting Add-in for Microsoft Office is listed in the Active Application Add-ins list
- If the Teams Meeting Add-in is listed in the Disabled Application Add-ins list, select COM Add-ins in Manage and then select Go…
- Set the checkbox next to Microsoft Teams Meeting Add-in for Microsoft Office.
- Choose OK on all dialog boxes and restart Outlook.
Microsoft Outlook For Mac 2011
For general guidance about how to manage add-ins, see View, manage, and install add-ins in Office programs.
If the add-in still does not show, use the following steps to verify the registry settings.
Note
Enable rich text mail app mac. Incorrectly editing the registry may severely damage your system. Before making changes to the registry, you should back up any valued data on the computer.
Microsoft Outlook For Mac Updates
- Launch RegEdit.exe
- Navigate to HKEY_CURRENT_USERSoftwareMicrosoftOfficeOutlookAddins
- Verify TeamsAddin.FastConnect exists.
- Within TeamsAddin.FastConnect, verify LoadBehavior exists and is set to 3.
- If LoadBehavior has a value other than 3, change it to 3 and restart Outlook.
Delegate scheduling does not work
If your administrator has configured Microsoft Exchange to control access to Exchange Web Server (EWS), a delegate won't be able to schedule a Teams meeting on behalf of the boss. The solution for this configuration is under development and will be released in the future. As a workaround, your administrator can add the following string to the EWS Allow List: 'SchedulingService'.
Microsoft Outlook Web App For Mac
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