You may remember our post on running Microsoft Dynamics CRM on Mac OS X from a few months back. Back then, we utilized a handy virtualization tool called Parallels to run a virtual instance of Windows 7 on Apple’s Mac OS X, and thus we were able to run Dynamics.
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Jun 05, 2017 Microsoft Dynamics CRM 2013 The following products have been tested or are currently being tested for compatibility with Dynamics CRM 2013. The Minimum CRM version and CRM build number fields list the minimum Microsoft Dynamics CRM version that has been tested and that is compatible with the listed product. Sep 20, 2018 Microsoft Dynamics CRM 2016 The following products have been tested or are currently being tested for compatibility with Dynamics CRM 2016. The Minimum CRM version and CRM build number fields list the minimum Microsoft Dynamics CRM version that has been tested and that is compatible with the listed product. Jan 08, 2018 Dynamics App for Outlook Mac - I will be trying this tonight so will let you know! Update: If you push the Outlook App from Dynamics 365 using the link shown below, then give it about 15 minutes to push this across, it will appear in your outlook that you have installed on the mac. Track Outlook contacts in Dynamics 365 for Outlook.; 3 minutes to read; In this article. When you track a contact in Microsoft Dynamics 365 for Outlook, a copy of that contact record is saved in Dynamics 365 for Customer Engagement and synchronized with the Outlook record.
When you track a contact in Microsoft Dynamics 365 for Outlook, a copy of that contact record is saved in Dynamics 365 for Customer Engagement and synchronized with the Outlook record. After your contacts are tracked, you’ll be able to see any email, tasks, appointments, and account records associated with those contacts. You can access the records in Dynamics 365 for Outlook or Customer Engagement.
Tracking contacts in Dynamics 365 for Outlook is a manual process. This gives you the ability to keep your personal contacts separate from your Customer Engagement contacts. Synchronization of contacts from Customer Engagement to Dynamics 365 for Outlook is automatic, however. Any contacts that you own in Customer Engagement will automatically be available in Dynamics 365 for Outlook. If you sync Outlook on your mobile device, you can also access your Customer Engagement contact records on that device.
Avoiding duplicate contact records
When you track contacts, Customer Engagement checks for duplicate records. Customer Engagement also checks for duplicates when you synchronize records manually or go online if you’re been working offline.
If Customer Engagement detects that a contact might be a potential duplicate, instead of saving the contact, Customer Engagement displays the Duplicates Detected dialog box.
Here’s what you need to do if this happens:
Important
Duplicate detection can take place only if duplicate detection is enabled and if at least one duplicate-detection rule exists for the record type.
See also
Overview of tracking records in Dynamics 365 for Outlook -->
Use a wizard to add and track multiple Outlook contacts in Dynamics 365 for Outlook Set personal options that affect tracking and synchronization between Dynamics 365 apps and Outlook or Exchange Frequently asked questions about synchronizing records between Microsoft Dynamics 365 apps and Microsoft Outlook
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:
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.”
Users must also have read/write privileges for the following entities.
Business Management tab:
Customization tab:
Set the privileges for a security role
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:
Supported operating systems for Outlook on the desktop
You can use Dynamics 365 App for Outlook on these versions of Outlook for the desktop:
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:
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. Numerical analysis burden solutions manual 9th edition download.
(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. Apple mac recovery disk download.
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
To have users install the app themselves
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).
To deploy to Dynamics 365 apps (on-premises) users
Follow these steps if you're using Dynamics 365 apps (on-premises).
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Troubleshooting installation problemsMicrosoft Dynamics Crm For Outlook Mac Download
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.
See AlsoMicrosoft Dynamics Crm For Outlook Mac 2016
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 Comments are closed.
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