Dynamics 365 for Outlook

With the Dec 2016 Update for Dynamics 365, the preferred way to use Microsoft Dynamics 365 together with Outlook is to use Dynamics 365 App for Outlook.

Dynamics 365 for Outlook can synchronize email messages, contacts, tasks, and appointments between Office Outlook and Dynamics 365.

Minimum recommended hardware requirements when you run Microsoft Dynamics 365 for Outlook in either online only or go offline enabled modes.

software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access.

This article covers installing and deploying Dynamics 365 for Outlook.

The following table shows the default security roles required to perform Dynamics 365 for Outlook tasks.

Microsoft Dynamics 365 for Outlook enables access to the same data through Outlook as the Dynamics 365 Web client.

Follow these steps for a smooth upgrade to Dynamics 365 for Outlook.

To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it.

Use this procedure to create the CRMClient_bitversion.msi file that is required for a Dynamics 365 for Outlook Group Policy deployment.

This article describes how to install Dynamics 365 for Outlook with roaming user profiles by using Windows Server Remote Desktop Services.

To install Dynamics 365 for Outlook without an Internet connection, you must first download all prerequisite software.

Organizations with large deployments of Dynamics 365 for Outlook should consider using System Center Configuration Manager (SCCM).

You might want to disable Dynamics 365 for Outlook instead of uninstalling it.

By default, some synchronization between Dynamics 365 and Outlook for Dynamics 365 is disabled so organizations can control what gets synced.

Installing Microsoft Dynamics 365 for Outlook is a two-step procedure.

Dynamics 365 for Outlook with “Go offline” capability uses SQL Server Express for local data storage on the user’s computer.

With field synchronization, admins can set the sync direction between Dynamics 365 and Microsoft Dynamics 365 for Outlook fields.

Securing a field in Dynamics 365 with field level security can impact synchronization between Dynamics 365 and Microsoft Dynamics 365 for Outlook.

This article describes how to troubleshoot Dynamics 365 for Outlook installation and upgrade issues.

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

Before you install the add-in, review the following installation prerequisites and configuration instructions.

Use this when you have multiple Office Outlook email addresses or have access to more than one Dynamics 365 organization.

You can continue to use the familiar Outlook interface and integrate Dynamics 365 at the same time by using Microsoft Dynamics 365 for Outlook.

You can use Microsoft Dynamics 365 for Outlook to track email messages, contacts, tasks, and appointments.

Records in Dynamics 365 for Outlook are displayed in the Reading Pane so that you don't have to open the record to see the details.

You can use Microsoft Dynamics 365 for Outlook with Office Word to create documents for your customers that display Dynamics 365 data.

You can use Microsoft Dynamics 365 for Outlook to track email messages, contacts, tasks, and appointments.

You can choose the sections in Dynamics 365 records that are displayed in the Reading Pane so that you don't have to open the record to see the details.

Track customer interactions wherever you are, and from virtually any device by using folder tracking.

To get the most out of Dynamics 365, it’s important to keep track of all your customer interactions, and email communications are key.

When you track a contact , a copy of that contact record is saved in Dynamics 365 and synchronized with the Outlook record.

If you want to add more than 20 contacts at one time , you can use the Add Contacts wizard.

You can track an appointment in Microsoft Dynamics 365 for Outlook to save a copy of that appointment record as an activity in Dynamics 365.

This article is about how to delete a record that has been tracked with Dynamics 365 for Outlook.

This article goes through the three ways to use Microsoft Dynamics 365 and Outlook together, as well as answering some other FAQ.

Dynamics 365 uses online synchronization filters to determine which records to synchronize between Dynamics 365 and Outlook, or Exchange.

In Microsoft Dynamics CRM 2015 for Outlook or later, view the appointments, contacts, and tasks fields synchronized between Dynamics 365 and Outlook.

This article gives the steps to do a manual synchronization of records.

If you’re a system administrator, you can control synchronization of appointments, contacts, and tasks fields between Dynamics 365 and Outlook or Exchange.

Dynamics 365 administrators can control field synchronization between Dynamics 365 and Microsoft Dynamics 365 for Outlook.

Synchronization of data between Dynamics 365 and Microsoft Dynamics 365 for Outlook or Exchange can be affected by security settings.

Use the settings on this page to determine how data is synchronized between Dynamics 365 and Microsoft Dynamics 365 for Outlook.

Looking for help on the Synchronization Settings for Outlook or Exchange dialog box or the Go Offline Settings dialog box?

You can use Microsoft Dynamics 365 for Outlook to access your Dynamics 365 data when you’re on the go.

Choose a subset of Dynamics 365 data to take with you when you go offline with Microsoft Dynamics 365 for Outlook by using offline synchronization filters.

Set up and activate filters with criteria similar to Advanced Find by specifying the criteria for the records that you want to be available offline.

When an email is composed or a meeting is set up, you can search for a Dynamics 365 contact directly from the To field of the email message or appointment.

How to change Dynamics 365 displays number, currency, time, and date formats to match your company’s regional settings.

Using the Set Personal Options dialog box sets many options that affect tracking and synchronization.