Sometimes it is easier to find blog entries on functionality tips and tricks than the basics of setup. Today’s blog will get you to the starting line with enabling and configuring the CRM App for Outlook, which was introduced in the Fall of 2016. The good news is that there is nothing to download and install. It is an option a user can enable from within CRM itself.
The First Step is to navigate to settings for the CRM App for Outlook. There are two ways to do this:
Respond to the prompt if available; or
Navigate to Options and Apps for Dynamics 365
The Second Step is to enable the CRM App for Outlook. Ensure that you enable the “Microsoft Dynamics 365 App for Outlook” (not the second option “Microsoft Dynamics 365 for Outlook”).
The Third Step is to open Outlook with the same credentials used for CRM. If this is a different email address then your regular one, you will want to either added the new email account to Outlook or create a new profile to use within Outlook.
Within Outlook, you will see a “Dynamics 365” button that provides the app functionality.
The vast majority of users can get up and running by executing the 3 steps above. There are more sophisticated methods to Programmatically Enable the Dynamics 365 App for Outlook. Additionally there is a plethora of resources to leverage the power of the app, including 5 Things We Love About Dynamics 365 App for Outlook.