Microsoft Dynamics Crm Outlook Client Mac

• Dynamics 365 Crm Outlook Client
• Dynamics Crm Outlook Client
• Microsoft Dynamics Crm For Outlook
• Microsoft Crm Outlook Client

Jul 02, 2012  Dynamics CRM is an amazing tool to maximize your business’ potential, but for the small group of us that use Macs, it has always been just out of our reach. However, with Parallels, Mac users can finally experience Dynamics CRM and the indispensable Power Pack in a near-native experience, along with all their other Windows applications. Jun 23, 2011  Hi Guys, One of my clients uses Outlook 2011 in MAC. They have CRM 2011. Does anybody know if Microsoft has released an installable to setup CRM Outlook client on Outlook 2011 in MAC? If yes, then is it possible to develop an Outlook 2011 plugin for MAC and communicate with CRM 2011. Nope, there is nothing for Apple OS from MSCRM. To install from the web (version 8.x), go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the installed Microsoft Office architecture.

Dynamics 365 for Outlook isn’t supported with Office for Mac versions of Office Outlook. To install and run the 64-bit version of Dynamics 365 for Outlook, a 64-bit version of Microsoft Office is required. Before you run the Configuration Wizard to configure Dynamics 365 for Outlook, a Office Outlook profile must exist for the user. Nov 26, 2015  Install Microsoft Dynamics CRM 2016 for Outlook, also known as the Outlook client. CRM for Outlook enables access to your CRM data through Outlook. Note: There are multiple files available for this download. Once you click on the 'Download' button, you will be prompted to select the files you need. Oct 28, 2016  Install Microsoft Dynamics CRM 2013 for Outlook, also known as the Outlook client. CRM for Outlook enables access to your CRM data through Outlook. Dynamics 365 App for Outlook is an App Module in version 9. The minimum set of privileges required to run App for Outlook are packaged as a security role called Dynamics 365 App for Outlook User which is bound to the App. You need to add users to this role in order.

Dynamics 365 for Outlook works the way that you do by providing a seamless combination of Dynamics 365 for Customer Engagement features in the familiar Outlook environment. This section lists software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access.

One of the following operating systems is required:

• Windows 10 (64-bit and 32-bit versions)*

• Windows 8.1 or Windows 8 (64-bit and 32-bit versions)

• Windows 7 Service Pack 1 (64-bit and 32-bit versions) * Windows 7 does not support offline capabilities.

• Windows Server 2012 and Windows Server 2012 R2 when running as a Remote Desktop Services application

*This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Microsoft Dynamics 365 for Outlook software feature prerequisites

The following software must be installed and running on the computer before you run Microsoft Dynamics CRM for Outlook Setup:

Web Browser. One of the following:

• Internet Explorer 11

• Internet Explorer 10

Important

Internet Explorer 9 or earlier versions are not supported for use with Dynamics 365 for Outlook.

You should add your Dynamics 365 (online), version 8.2 URL to Trusted sites in Internet Explorer. See Troubleshooting: Unblock required URLs.

Microsoft Office. One of the following:

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• Office 2016*

• Office 2013

• Office 2010

  *This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Important

Dynamics 365 for Outlook isn’t supported with Office for Mac versions of Office Outlook.

To install and run the 64-bit version of Dynamics 365 for Outlook, a 64-bit version of Microsoft Office is required.

Before you run the Configuration Wizard to configure Dynamics 365 for Outlook, a Office Outlook profile must exist for the user. Therefore, Outlook must be run at least once to create the user's Outlook profile.

Both the web application and Dynamics 365 for Outlook require JavaScript enabled for certain features, such as Activity Feeds, dashboard areas, and the display of certain panes or menus. Although the web application displays error messages when JavaScript is disabled, Dynamics 365 for Outlook doesn’t. To verify if JavaScript is enabled in Internet Explorer, start Internet Explorer, on the Tools menu click or tap Internet options. On the Security tab, click or tap Internet, and then click or tap Custom level. In the Security Settings dialog box under Scripting, Active scripting must be set to Enable.

The Indexing Service (now known as the Windows Search Service, or WSS) is required by users who will set up and use Dynamics 365 for Outlook and its Help file in offline mode.

Dynamics 365 apps. One of the following editions of Dynamics 365 for Customer Engagement must be available so that Dynamics 365 for Outlook can connect to it:

• On-premises editions of Dynamics 365 for Customer Engagement Server

• Dynamics 365 for Customer Engagement

Additional Microsoft Dynamics 365 for Outlook software requirements

If needed, the following software will be installed by Microsoft Dynamics CRM for Outlook Setup:

• SQL Server 2012 Express

  Note

  Installed from Dynamics 365 for Microsoft Office Outlook with Offline Access only.

• Microsoft .NET Framework 4.6.2.

• Microsoft Windows Installer 4.5.

• Microsoft Visual C++ Redistributable.

• Microsoft Report Viewer 2010.

• Microsoft Application Error Reporting.

• Windows Identity Foundation (WIF).

• Azure AppFabric SDK V1.0.

• Microsoft SQL Server Native Client.

• Microsoft SQL Server Compact 4.0.

• Reporting Services Microsoft ActiveX control. If not installed on the computer, the user will be prompted to install the software at first attempt to print a report. This installer package is named RSClientPrint.cab and can found on the SQL Server Reporting Services server at <drive>:Program filesMicrosoft SQL Server<MSSQL>Reporting ServicesReportServerbin.

Note

Dynamics 365 for Outlook is not supported when remote Proxy Auto-Configuration (PAC) files are used.

Offline Support

The following operating systems are supported for offline mode.

See Also

Dynamics 365 for Outlook support matrixes
Compatibility with Microsoft Dynamics CRM 2016
Compatibility with Microsoft Dynamics CRM 2015
Compatibility with Microsoft Dynamics CRM 2013

People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 apps 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 apps 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 apps 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 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 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).

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 apps 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.”

Dynamics 365 Crm Outlook Client

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

Business Management tab:

• Mailbox

Customization tab:

• Entity

• Field

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• Relationship

• System Application Metadata

• System Form

• User Application Metadata

• View

Set the privileges for a security role

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:

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:

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 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 apps.

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

Note

Dynamics Crm Outlook Client

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.

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

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

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

• If you are using Dynamics 365 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 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.

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.

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.

Microsoft Dynamics Crm For Outlook

See Also

Microsoft Crm Outlook Client

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 apps