If you’re a member of more than one Dynamics 365 organization, and you’re using Microsoft Dynamics CRM 2015 for Outlook or later, you can use this procedure to configure each organization.

  1. Close Outlook.

  2. Do one of the following:

    • In Windows 8 or Windows 10, choose Start, search for Configuration Wizard, and then press Enter.

    • In earlier versions of Windows, choose Start, point to All Programs, choose Dynamics CRM 2015 or Microsoft Dynamics 365Configuration Wizard.

  3. In the Microsoft Dynamics CRM 2015 for Outlook Configuration Wizard or Microsoft Dynamics 365 2016 for Outlook Configuration Wizarddialog box, choose the Add button to add a new organization.

    You’ll see the following (or similar) dialog box:

    Outlook Configuration Wizard dialog box in Dynamics 365

  4. Do one of the following:

    • If you’re using Dynamics 365 (online), select Dynamics 365 (online) from the list.

    • If you’re using CRM 2015 on-premises or later version, open a browser, log in to your Dynamics 365 organization’s website, copy the URL address (copy the whole address) from the address bar, and then paste it in the Add a Dynamics 365 Organization dialog box.

  5. Choose Connect.

  6. If prompted, enter your credentials.

  7. Repeat steps 2 through 5 for each organization you want to add.

  8. If you want to change the organization that synchronizes email messages, appointments, contacts, and tasks, select the row for the organization, and then choose Synchronize.

    When you’re prompted about whether you want to change your synchronizing or primary organization, choose OK.


    You can synchronize information with only one organization. You can connect to or work with more than one organization. If you connect to more than one organization, they are both listed in the Dynamics 365 for Outlook Navigation Pane.

  9. Choose OK.

  10. In the wizard, choose Close.