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What You Need to Know About the Dynamics 365 Outlook Web App

Post Author: Joe D365 | September 11th, 2017

Microsoft announced that they will be planning on deprecating the Microsoft Dynamics CRM Outlook Client in the Dynamics 365 July 2017 Update and will be focusing on the Dynamics 365 App for Outlook.

To put your mind at ease, depreciation of the Outlook Client doesn't mean that they will shut it off the day you upgrade. This means that the Microsoft Product team will not be dedicating many resources into updates/fixes and these will eventually go away completely. While some users might be saddened by this move, many IT departments will be jumping for joy. No more going to end users' machines to install, uninstall, configure or troubleshoot! Once the Dynamics 365 App for Outlook has been deployed, it will be available to users across multiple platforms as long as they have the minimum requirements in place.

Before you move to the Dynamics 365 App for Outlook, there are some prerequisites and requirements that must first be met. To help you prepare, we'll discuss these requirements.

CRM Requirements:
  • Server Side Sync must be enabled in CRM
  • IFD/ADFS authentication must be enable if you are using CRM On Premises
Exchange Server Requirements:
  • Exchange Server 2013, 2016 or Exchange Online (O365)
Client Requirements:

You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:

  • Internet Explorer 10, Internet Explorer 11, or Microsoft Edge

The following configuration is supported:

  • Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 10 or 11, go to Tools > Internet options > Security tab > Internet
  • Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 10 or 11, go to Tools > Internet options > Security tab > Local Internet
  • Your Dynamics 365 URL is in the Local intranet security zone list of trusted websites. In IE 10 or 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced
  • Google Chrome (latest version) on Windows
  • Firefox (latest version) on Windows
  • Apple Safari (version 9 or version 10) on Mac or on OSX
Supported operating systems for Outlook on the desktop:

You can use Dynamics 365 App for Outlook on these versions of Outlook for the desktop:

  • Outlook 2013 and Outlook 2016
  • Outlook for Mac*

*Exchange Server version 15.0.847.32 or greater is required

Mobile Device Requirements:

You can use Dynamics 365 App for Outlook with Outlook on the web in the mobile browser on any of the following phones and operating systems:

  • Apple iPhone devices running iOS version 8, 9, or 10
  • Android phones running Android 4.4 (KitKat) or 5.0 (Lollipop), 6 (Marshmallow), or 7 (Nougat)
  • Windows Phone devices running Windows 8.1 or Windows 10
Here are some additional resources for the Dynamics 365 App for Outlook:
  • Official Microsoft Dynamics 365 App for Outlook User's Guide can be found here
  • TechNet Article on how to Deploy Dynamics 365 App for Outlook can be found here

If you meet these requirements you should be ready to make the move! For more helpful Dynamics 365 tips you can check out our blog page here.

Happy Dynamics 365'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

2 comments on “What You Need to Know About the Dynamics 365 Outlook Web App”

  1. Thanks for this info, but in my testing so far, the performance seen with the App is very poor. We're a CRM Online customer, 2016 Update 1, and it takes approximately 15 seconds for the App to start up in Outlook 2016 before we can track an email message. Subsequent usages are very similar in timing. Is this performance common? Any way to optimize it?

  2. Have they figured out a way for you to track multiple emails with the app? As far as I know that is only possible with the add-in and would considerably slow our team down...

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