Crm Client For Outlook Mac

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  2. Microsoft Crm Client For Outlook
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This app is only available on the App Store for iOS devices.

Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook client) Important! Selecting a language below will dynamically change the complete page content to that language. CRM has an add-on available for users of Outlook for Mac allowing them to integrate emails and activities. Please consult our Knowledgebase for more information. Does the integration work with other email clients like Gmail? The Dynamics 365 App for Outlook features supported depend on the client you're running. The following table summarizes which features are supported for each client/configuration of Dynamics 365 and Exchange. (1) Outlook on the web supports Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Safari 9, Safari 10, Firefox, and Chrome.

iPad Screenshots

Description

Microsoft Dynamics 365 is the essential business solution for busy professionals who need to engage with customers while staying productive at work and on the go. Arrive prepared for every appointment and update notes, tasks, and attachments – along with relevant service and sales records – while the details are still fresh.
Dynamics 365 provides salespeople, agents, and supervisors with the best tools for managing their data, and updating records and status both online and offline. A seamless set up experience enables you to configure the app once and deploy it everywhere – on mobile, desktop, or tablet.
Features
· New look and feel with compact layouts and stacked elements, optimized to give essential info at a glance
· All-new Workspace, a personalized action hub to help you get to common tasks, suggestions and records quickly
· Enhanced note taking experience with seamless access to camera and other device capabilities
· Offline access with synchronization, so you can be productive on the go
· Access your activities, accounts, contacts, and leads from an easy-to-use home page
· Guided contextual business process
· Track progress for key performance indicators visually with charts
· Access your personalized views of lists and grids so that you see the data most important to you

What’s New

• Improved app list performance
• Various bug fixes and performance improvements

15 Ratings

Getting better, but still needs support for the iPad Pro screen sizes.

This app has gotten A LOT better over the past couple years. Though, the most frustrating part of the app is that it’s been 9 months since the iPad Pro’s were released and the app still doesn’t take advantage of the extra screen space. Please update this app to make use of the iPad Pros.

Developer Response,

Thank you for providing your feedback. We have plans to make the layout responsive for all devices. We will provide an update once the plan is finalized. Thank you again for your feedback.

One more star if...

I would give this product one more star if they could fix the Power BI functionality within the iPad application on iOS11. Overall, great product. We use this with our sales force for adding opportunities and they have learned how quick and it easy it is to enter in deals.

Not ready for prime time

There have been some improvements in the last few releases, but this app is clearly not ready for prime time. It is slow and waiting for it to load is painful. The navigation and user interface is not great.

Information

Size
60.9 MB
Compatibility

Requires iOS 9.0 or later. Compatible with iPad.

Languages

English, Arabic, Basque, Bulgarian, Catalan, Croatian, Czech, Danish, Dutch, Estonian, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Malay, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Serbian, Simplified Chinese, Slovak, Slovenian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese

Copyright
© 2019 Microsoft Corporation. All rights reserved.

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 for Customer Engagement 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 for Customer Engagement record such as an opportunity, account, or case. To learn more about what Dynamics 365 App for Outlook offers, see the Dynamics 365 App for Outlook User's Guide.

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 for Customer Engagement 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 Dynamics 365 for Outlook User’s Guide.

Delegated users can not use Dynamics 365 App for Outlook to track emails. We suggest using folder-level tracking or automatic tracking 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 for Customer Engagement apps in the Add-ins area of Outlook if you don't have the necessary updates for your installation version. For more information, see Issue when trying to access Dynamics 365 for Customer Engagement apps within the Add-ins area of Outlook.

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).

FeatureDynamics 365 App for OutlookDynamics 365 for Outlook
Track and set regarding for emailYesYes
Track and set regarding for appointmentsYesYes
Track and set regarding for contactsYesYes
Track and set regarding for tasksNoYes
One click set regardingYesNo
Shows recipients' summaryYesNo
Shows the regarding record summary in the email/appointmentYesNo
Works with Outlook on the webYesNo
Works with Outlook desktopYesYes
Works with Outlook for the MacYesNo
Works with phonesYesNo
Open and create Dynamics 365 for Customer Engagement record directlyYesYes
Apply custom forms and business logicYesYes
Work offlineNoYes
Apply email templatesYesYes
Apply sales literatureYesYes
Apply knowledge articlesYesYes
Ability to monitor emails after sendingYesNo
Sort, filter, format, group, and categorize viewsNoYes
Create Word mail-merge documentsNoYes

Requirements

The following are required to use Dynamics 365 App for Outlook:

  • Dynamics CRM Online 2016 Update, or December 2016 Update for Dynamics 365 (online and on-premises)

  • Synchronization of incoming email through server-side synchronization. More information:Set up server-side synchronization of email, appointments, contacts, and tasks

  • Required privileges as described below

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 for Customer Engagement 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. Check with your system administrator to update your settings.”

Users must also have read/write privileges for the following entities.

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

Outlook
  1. Go to Settings > Security.

  2. Click Security Roles.

  3. Choose a security role, and then click the Business Management tab.

  4. In the Entity section, review the Mailbox privileges settings. The security role should have User or higher settings.

  5. 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 Customer Engagement or Customer Engagement (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:

Customer EngagementExchange Online
Customer EngagementExchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Customer Engagement (on-premises)Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Customer Engagement (on-premises)Exchange Online

Note

If you use Customer Engagement (on-premises), you'll need to authenticate with IFD authentication as described below.

Supported browsers for Outlook on the web

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

  • 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 11, go to Tools > Internet options > Security tab > Internet.

    • Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 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 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 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater is required.

Supported mobile devices

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.

Supported clients per feature

The Dynamics 365 App for Outlook features supported depend on the client you're running. The following table summarizes which features are supported for each client/configuration of Customer Engagement and Exchange.

(1) Outlook on the web supports Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Safari 9, Safari 10, Firefox, and Chrome.

(2) Mobile Outlook on the web supports Windows 8.1, Windows 10, iOS 8, iOS 9, iOS 10, Android KitKat (4.4), Android Lollipop, Android Marshmallow, and Android Nougat.

(3) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.

(4) Tracking contacts is supported only on Exchange Server2016 CU3 and Outlook 2016 16.0.6741.1000 and later.

(5) Adding email templates, Knowledge Management articles, and sales literature is not supported in Mobile Outlook on the web.

(6) Supported only on Outlook 2016 16.0.7426.1049 and later.

(7) Supported only on 16.0.6741.1000 and later.

(8) Supported on iPhones 6S or higher, with iOS 8 or higher.

Supported servers

The server requirements for using Office Add-ins are Exchange Server 2013, Exchange Server 2016, or Exchange Online.

Supported languages

Dynamics 365 App for Outlook supports the following languages:

Bulgarian (Bulgaria) - 1026Hindi (India) - 1081Portuguese (Portugal) - 2070
Chinese (People's Republic of China) - 2052Hungarian - 1038Romanian - 1048
Chinese (Taiwan) - 1028Indonesian - 1057Russian - 1049
Croatian (Croatia) - 1050Italian - 1040Serbian - 2074
Czech (Czech Republic) - 1029Japanese - 1041Slovak - 1051
Danish - 1030Kazakh - 1087Slovenian - 1060
Dutch - 1043Korean - 1042Spanish - 3082
English - 1033Latvian - 1062Swedish - 1053
Estonian - 1061Lithuanian - 1063Thai - 1054
Finnish - 1035Malaysian - 1086Turkish - 1055
French - 1036Norwegian - 1044Ukrainian - 1058
German - 1031Polish - 1045Vietnamese - 1066
Greek - 1032Portuguese (Brazil) - 1046

Deploy Dynamics 365 App for Outlook

After setting up server-side synchronization and setting the required privileges, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed.

Note

If you're on Dynamics 365 (on-premises), see the section below: To deploy to Dynamics 365 for Customer Engagement apps (on-premises) users

To push the app to users

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Dynamics 365 App for Outlook.

  3. In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users (you may have to click Settings if you’re opening this screen for the second or subsequent time), select the Automatically add the app to Outlook check box if you want to have users get the app automatically. If a user has the required privileges and email is synchronized through server-side synchronization, you won’t have to do anything more to push the app to them. For example, if you add the required privileges to the Salesperson role, and then assign this role to a new user, they’ll automatically get the app.

  4. Do one of the following:

    • To push the app to all eligible users, click Add App for All Eligible Users.

    • To push the app to certain users, select those users in the list, and then click Add App to Outlook.

    Tip

    If the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status.

  5. When you’re done, click Save.

To have users install the app themselves

  1. Users click the Settings button , and then click Apps for Dynamics 365 for Customer Engagement apps.

  2. In the Apps for Dynamics 365 for Customer Engagement apps screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.

Note

Users can also disable or remove the add-in themselves, if needed. For more information, see the Dynamics 365 App for Outlook User’s Guide.

To deploy to Dynamics 365 for Customer Engagement apps (on-premises) users

Follow these steps if you're using Dynamics 365 for Customer Engagement apps (on-premises).

  • Configure your Dynamics 365 for Customer Engagement apps server for Internet-facing deployment. See Configure IFD for Microsoft Dynamics 365 for Customer Engagement apps.

  • If you are using Dynamics 365 for Customer Engagement apps (on-premises), you need to enable OAuth on the Dynamics server, and register the Dynamics 365 App for Outlook with ADFS. You also need to make sure that OAuth us enabled for Exchange. See Configure Windows Server 2012 R2 for Dynamics 365 for Customer Engagement apps that use OAuth.

Troubleshooting installation problems

If you or your users have trouble installing Dynamics 365 App for Outlook, it may be because their Exchange mailbox is currently linked to another Customer Engagement organization. An Exchange mailbox (email address) can only synchronize appointments, contacts, and tasks with one organization, and a user that belongs to that organization can only synchronize appointments, contacts, and tasks with one Exchange mailbox. You can overwrite the setting stored in Exchange if you want to change the primary synchronizing organization. For more information, see this KB article.

Dynamics Crm Outlook Plugin Download

If your organization is using a custom EWS URL on your Exchange Online configuration (in place of the default https://outlook.office365.com), Dynamics 365 App for Outlook is not supported.You will receive the message Sorry, something went wrong. Please try again, or restart the application. Error code: Error_Message_0x80070000 when you use Dynamics 365 App for Outlook in Outlook Desktop and Outlook Web Access.

Microsoft Crm Client For Outlook

Explore the User’s Guide and train your users

To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User’s Guide.

See Also

Crm Plugin For Outlook

Dynamics 365 App for Outlook User's Guide
Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix
Set up server-side synchronization of email, appointments, contacts, and tasks
Add users, licenses, and security roles
Add interoperation features to Microsoft Dynamics 365 for Customer Engagement apps