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To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.

For information about installing Dynamics 365 for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics 365 for Outlook using a Command Prompt.

For information about installing Dynamics 365 for Outlook using System Center Configuration Manager (SCCM), see the download Use SCCM to install Dynamics 365 for Outlook.

Important

  • You can’t install Dynamics 365 for Outlook on a computer running Microsoft Exchange Server.
  • Tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user.

Install Dynamics 365 for Outlook

You can add offline capability for the user either during this installation or at a later time.

Tip

If you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.

  1. Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirements and Dynamics 365 for Outlook support matrixes.

  2. Log on to the computer as a local administrator.

  3. Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.

  4. Locate and run the appropriate installation file by choosing one of the following methods:

    • 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.

    • To install from the web (version 9.0), go to Dynamics 365 apps for Outlook, version 9.0 (Outlook client), and then download and run the executable file that matches the installed Microsoft Office architecture.

      Note

      If you have updated your Dynamics 365 apps organziation to version 9.0 and the Dynamics 365 for Outlook client does not connect then you may need to install TLS 1.2. For more information, Install TLS.

  1. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

  2. If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.

    Note

    Microsoft releases improvements to Dynamics 365 for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.

  3. Click Install Now or Options.

    • To install Dynamics 365 for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Dynamics 365 for Customer Engagement without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics 365 for Outlook hardware requirements.

    • To install Dynamics 365 for Outlook without offline capability, click Install Now.

    Important

    If you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.

    The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

  4. On the completion page of the Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard, click Close.

Configure Dynamics 365 for Outlook

After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.

Note

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If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.

If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.

If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.

  1. To add an organization, choose one of the following:

    • To connect to a Dynamics 365 for Customer Engagement organization, choose **Dynamics 365 apps ** from the drop-down list.

  2. Click Connect.

    If you are prompted for credentials, select from the following options.

    • For a Dynamics 365 for Customer Engagement organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.

  3. Click Close.

  4. If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

Enable multi-factor authentication through OAuth

In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365 apps). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 apps versions of Dynamics 365 for Customer Engagement can take advantage of MFA. Customer Engagement automatically uses OAuth.

If you have upgraded your authentication server to use OAuth prior to installing Dynamics 365 for Outlook, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics 365 for Outlook.

If you upgrade your authentication server to use OAuth after rolling out Dynamics 365 for Outlook, you have two options to set Dynamics 365 for Outlook to use OAuth.

  1. Reconfigure Dynamics 365 for Outlook on all computers. Run the Microsoft Dynamics 365 for Outlook Configuration Wizard and remove and re-add your organization.

    -- OR --

  2. Use Group Policy to update the following registration key:

    HKEY_CURRENT_USERSoftwareMicrosoftMSCRMClient{orgid}.

    Set AuthenticationProvider to 0

    After the registry change, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA.

    In addition

    You might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransport

    For information on enabling an endpoint, see Sign in to Office 365, Azure, or Intune fails after you change the federation service endpoint.

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See Also

Microsoft dynamics crm plugin for mac download
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If other users run Dynamics 365 for Outlook on the same device, those users should sign out of Microsoft Windows before uninstalling Dynamics 365 for Outlook. This is especially true for Citrix or Remote Desktop environments where additional sessions are common and should be closed before uninstalling Dynamics 365 for Outlook.

Tip

You might want to disable Dynamics 365 for Outlook instead of uninstalling it. To disable Dynamics 365 for Outlook, go to File > Options. Click Add-Ins, click the Go button next to Manage: COM Add-ins, clear both Dynamics 365 for Customer Engagement add-ins, and then click OK.

  1. Start Programs and Features in the Control Panel.

  2. On the Uninstall or change a program page, select the version of Dynamics 365 for Outlook you want to uninstall, and then click Uninstall/Change.

  3. In the Setup wizard, on the Choose the installation you want page, click Uninstall or Repair.

  4. When the wizard finishes, click Close.

  5. If prompted, restart your computer.

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Note

If an uninstallation is not completed while you are logged on to the client computer as the user who originally installed the application, the offline database will remain attached to the instance of SQL Server Express. After the uninstall is complete, you can manually detach the offline database.

Files not removed during a Microsoft Dynamics 365 for Outlook uninstall

The following files aren’t removed when you uninstall Dynamics 365 for Outlook.

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  • 1Program FilesMicrosoft Dynamics CRMClientConfigWizardCrmForOutlookInstaller.exe

  • WindowsCrmClient.mif

    1The default folder name is Program Files or Program Files (x86).

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