How to Integrate your Outlook App with Dynamics 365 ?

How to Integrate your Outlook App with Dynamics 365 ?

Businesses looking to use the features of Dynamics 365 more efficiently must ensure they have a connection between Microsoft Outlook and Dynamics 365 solutions.

The Dynamics 365 App for Microsoft Outlook is an app that, once installed, can easily track emails and create new records in Dynamics 365. Most Dynamics 365 users do not use this capability since they must still integrate Dynamics 365 with Microsoft Outlook.

To ensure that you maximize your use of Dynamics 365 integration with Outlook, you can follow the simple steps mentioned below in this article.

What Criteria are Required to Install the Dynamics 365 App for Outlook ?

Before installing the Dynamics 365 App for Outlook and using its full features, you must first ensure that the following prerequisites are met:

  • You must be running the latest Dynamics CRM.
  • Incoming emails are synchronized using server-side synchronization.
  • You must ensure that you must have access to the Dynamics 365 App for Outlook in Dynamics 365. If you do not have this privilege, you will receive an error. If you need to set this up, you will need to request that your administrator grant you read/write access to the following entities:

Business Management Tab:

  • Mailbox

Customization Tab:

  • Entity
  • Field
  • Relationship
  • System Application Metadata
  • System Form
  • User Application Metadata

What Setup is Required to Connect Outlook with Dynamics 365

The following steps will guide you through the process of setting up the Dynamics 365 App for Outlook security privilege:

Step 1: Navigate to 'Settings' then 'Security'.
Step 2: Select Security Roles'.
Step 3: Select the 'Business Management' tab for your security role.
Step 4: Examine the 'Mailbox' privilege settings once you're in the 'Entity' area. According to the security role, you should have 'User' or higher security settings.
Step 5: Navigate to the section under 'Privacy Related Privileges.' Confirm that the 'Use Dynamics 365 App for Outlook' option is set to 'Organization'. If it isn't, check the box next to 'Use Dynamics 365 App for Outlook.'

How to install the Dynamics 365 App for Microsoft Outlook

After completing all the criteria mentioned above, you can install the Dynamics 365 App for Outlook. You can accomplish this by taking the following steps:

Step 1: Navigate to 'Dynamics 365,' click the 'Setting' button, and then click 'Apps for Dynamics 365.'
Step 2: Under Dynamics 365 App for Outlook, select 'Dynamics 365 App for Outlook' on the 'Apps for Dynamics 365' page.
Step 3: In Outlook, go to File and select 'Manage Add-ins.'
Step 4: Select one of the following choices to complete:

  • Clear the 'Turned On' checkbox in the Dynamics 365 row to disable the app.
  • To uninstall the program, go to the Dynamics 365 row and click the 'Minus' button.

After completing the preceding steps, you have successfully installed the app and are ready to reveal the Dynamics 365 data for the first time. You have successfully connected Microsoft Outlook and Dynamics 365 and may begin using both to transform your working environment.

If your company is having trouble integrating Dynamics 365 with Microsoft Outlook, figuring out how to get the most out of your Dynamics 365 platform, or requires extra advice/consultation or customized Dynamics 365 training, contact Online24x7, one of the best Microsoft Dynamics implementation partners, to discuss your specific needs.

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