Enable Dynamics 365 App for Outlook User
1. Go to Power Platform admin center and select Production environment
2. Click on Settings
3. Drop down on Email and go to Mailboxes
4. Select Active Mailboxes from dropdown and select multiple users, search for desired user
5. Double click to open record, apply the synchronization settings displayed below, then click to Save the record
6. Click to Approve Email, then click OK on the dialogue box.
7. Click to Test & Enable mailbox, then click OK on the dialogue box
8. Save & close record
9. Assign Dynamics 365 App for Outlook User role
- In Dynamics, go to Security >> Users >>
10. Instruct user to log out of Outlook and close the application entirely, then relaunch to log back into their account
11. This is the Dynamics 365 panel the user should now have access to:
Validate Enabled Users
Under advanced settings, click on the Dynamics 365 App for Outlook
Adjust Dynamics 365 for Outlook Personalization Settings
1. In Dynamics 365 (https://ahima.crm.dynamics.com/), go to Settings and select Personalization Settings
2. Navigate to the Email tab.
3. Configure the "Select the email messages to track in Microsoft Dynamics 365"
Specify whether to track all email messages or only certain types:
- All email messages. Tracks all email messages related to Customer Engagement email messages. If you select this option, Dynamics 365 apps will track junk mail as well as business conversations..
- Email messages in response to Customer Engagement email. Only replies to or forwards of email messages that have already been tracked will be saved as email activities. (Recommended)
- Email messages from Dynamics 365 apps Leads, Contacts, and Accounts. Tracks email messages only if they originate from someone with a Dynamics 365 for Customer Engagement lead, contact, or account record.
- Email messages from Dynamics 365 for Customer Engagement records that are email enabled. Tracks email messages from all record types that contain an email address field.
(Optional) Automatically create contact or lead records for tracked email messages:
4. In the Automatically create records in Dynamics 365 for Customer Engagement section, select the Create check box, and then select Contacts or Leads from the list.
When this check box is selected, Dynamics 365 for Outlook will try to match the email address of recipients to an email address in Customer Engagement. If it can’t find a matching record, it will automatically create a contact or lead record.
| Note: Contact and lead records won’t be created if you don’t have the appropriate security permissions. |
Resources:
- Set an option to automatically track incoming Outlook email in Dynamics 365 for Outlook
- Frequently asked questions about synchronizing records between Microsoft Dynamics 365 apps and Microsoft Outlook
- Overview of tracking records in Dynamics 365 for Outlook
User Resources:
- Basic navigation in App for Outlook
- Track an email or appointment without linking it to a specific row
- Link and track an email or appointment to a specific row in your app
- Create a new contact, lead, or account row using an email address
- Add an activity to a tracked row
- Add an email template
- Insert sales literature or a knowledge base article in an email
- Remove Dynamics 365 App for Outlook
Additional Resources
- Review the Dynamics 365 App for Outlook requirements here.
- Explore the Dynamics 365 App for Outlook user guide here.
- You can customize Dynamics 365 App for Outlook to control the list of entities that appear in the Regarding lookup and add a custom entity to the quick create menu.
- Are your users not seeing the default Dynamics 365 App for Outlook dashboard? View this information to troubleshoot.
- View the server-side synchronization dashboard to get a quick look at the health of mailboxes, which could affect user eligibility for Dynamics 365 App for Outlook.
- Questions? Review the troubleshooting guide.
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