The Dynamics 365 App for Outlook brings CRM directly into Outlook, letting users track emails, appointments, and contacts without switching windows.
The process is now much simpler — but there are still a couple of mailbox steps to ensure everything works properly.
Prerequisites
- User has a Dynamics 365 CE license.
- Exchange Online mailbox (server-side sync).
- A Dynamics 365 security role with the privilege “Dynamics 365 App for Outlook.”
Steps to Enable
1. Approve and Test the Mailbox
- Go to Advanced Settings > Settings > Email Configuration > Mailboxes.
- Open the user’s mailbox record.
- Click Approve Email.
- Then select Test & Enable Mailbox.
- The mailbox should show Success for incoming and outgoing emails.
2. Assign the Security Role
- In Power Platform Admin Center (or Classic Settings), open the user record.
- Add the role:
- Dynamics 365 App for Outlook User
3. User Access in Outlook
- After a short wait, the app will appear automatically in:
- Outlook Desktop
- Outlook Web (OWA)
From there, users can:
- Track emails and appointments.
- Create new records from Outlook.
- View Dynamics records inline.
Troubleshooting
-
If the app doesn’t appear:
- Double-check the mailbox status is Success.
- Ensure the security role is assigned.
- Wait 15–30 minutes, as rollout can take time.
Errors can be seen in the Mailbox Alerts section.
Final Thoughts
Enabling the Outlook App for Dynamics is now quicker than ever:
- Approve + Test & Enable the mailbox.
- Assign the security role.
That’s all it takes to boost productivity by bringing Dynamics right into Outlook!
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