How do you install and configure Dynamics 365 App for Outlook?
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For the App for Outlook to appear, three things must be in place: a license, a security role, and an approved mailbox. This guide takes you through them in the correct order.
- 5 steps
- Total time: 1 h
- Preparation: 30 min
- Result: App for Outlook deployed to users
Required tools
- Administrator access to Dynamics 365 — You must be able to approve mailboxes and deploy the app.
- Exchange Online — Server-side synchronization requires the mailboxes to be hosted in the cloud.
Prepare the mailboxes
1.Set the synchronization method to server-side
In the email configuration, incoming and outgoing email, as well as appointments, are set to server-side synchronization. This is a prerequisite for everything else.
2.Approve and test the mailboxes
The mailboxes must be approved by an administrator and then tested. The test provides a clear error message if anything is missing—read it before troubleshooting further, as it almost always points directly to the cause.
Deploy the app
3.Enable automatic distribution
Choose to have the app added automatically for all eligible users. This means you won’t have to do anything manually for each new employee—the most common reason new employees don’t have the app.
4.Check the security roles
The user needs a role that grants access to App for Outlook. If someone has a license and an approved mailbox but still does not have the app, this is usually where the issue lies.
5.Verify with a regular user
Have a user without administrator privileges reopen Outlook and confirm that the app appears and tracking works. Your own account is not a valid test.
Discussion
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