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Dynamics 365 Customer Engagement (CRM) · Sep 14, 2017 · 1 MIN READ

Dynamics 365 Add App to Outlook Users

In Dynamics 365, you can easily add which users have the App for Outlook. To do this, go to Settings->Dynamics 365 App for Outlook:

You will see this page:

Click on Edit settings to set the ability to automatically add the app to Outlook:

Note to use the app, users will need to have:

  • Use Dynamics 365 App for Outlook privilege in their assigned security role
  • Server-side synchronization set up for incoming emails or for Appointments, Contacts and Tasks

Note that adding the app can take up to 15 minutes.

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.