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Deploy Dynamics 365 App for Outlook • • 10 minutes to read • Contributors • • • • In this article Applies to Dynamics 365 (online), version 8.x People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 while using Outlook on the desktop or web. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Dynamics 365 record such as an opportunity, account, or case.
This integration lets you open Office files stored in your Dropbox, make changes. Download and install the Microsoft Office applications for mobile (iOS and Android). Opened the most recent version of the file in the Office app prior to going offline. Microsoft no longer supports Dropbox as a Place in Office 365 Online. Microsoft Office 365. The essentials to get it all done. Unmistakably Office, designed for Mac. Get started quickly with new, modern versions of Word, Excel, PowerPoint, Outlook and OneNote-combining the familiarity of Office and the unique Mac features you love.
To learn more about what Dynamics 365 App for Outlook offers, see the. Important Dynamics 365 App for Outlook isn’t the same thing as Dynamics 365 for Outlook. As of the December 2016 Update for Dynamics 365 (online and on-premises), Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to integrate Dynamics 365 with Outlook. Note that tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user.
For information on the Dynamics 365 for Outlook add-in, see the. Can not use Dynamics 365 App for Outlook to track emails. We suggest using for delegated users. There are two ways to install Microsoft Office: using a Windows Installer (MSI) version or a Click-to-Run (C2R) version of Office. You might have issues accessing Microsoft Dynamics 365 in the Add-ins area of Outlook if you don't have the necessary updates for your installation version.
For more information, see. Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook The following table compares Dynamics 365 App for Outlook features with Dynamics 365 for Outlook (also known as the Outlook client or add-in) as of the December 2016 Update for Dynamics 365 (online and on-premises). Note Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported. Required privileges Dynamics 365 provides access to Dynamics 365 App for Outlook through the Use Dynamics 365 App for Outlook privilege. If a user doesn’t have this privilege, they’ll receive the following error: “You haven't been authorized to use this app.
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Check with your system administrator to update your settings.” Users must also have read/write privileges for the following entities. Automatic feed photo scanner for mac. Business Management tab: • Mailbox Customization tab: • Entity • Field • Relationship • System Application Metadata • System Form • User Application Metadata • View Set the privileges for a security role • Go to Settings > Security. • Click Security Roles. • Choose a security role, and then click the Business Management tab. • In the Entity section, review the Mailbox privileges settings. The security role should have User or higher settings.
• In the Privacy Related Privileges section, verify that Use Dynamics 365 App for Outlook is set to Organization. If not, click Use Dynamics 365 App for Outlook. Supported configurations with Microsoft Exchange As of the December 2016 Update for Dynamics 365 (online and on-premises) you can use the app with any combination of Dynamics 365 (online) or Dynamics 365 (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations. This means you can use Dynamics 365 App for Outlook in any of the following configurations: Dynamics 365 (online) Exchange Online Dynamics 365 (online) Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater Dynamics 365 (on-premises) Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater Dynamics 365 (on-premises) Exchange Online.