You can overwrite the setting stored in Exchange if you want to change the primary synchronizing 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. 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 Microsoft Dataverse environment or Customer Engagement (on-premises) organization. If you don't see Dynamics 365 App for Outlook when you click the Settings button, check that you've enabled the feature.
#Salesforce add in for outlook 365 windows#
See Configure Windows Server 2012 R2 for Dynamics 365 apps that use OAuth. If you're connecting to Exchange on-premises, configure the OAuth provider and register client apps. See Configure IFD for Microsoft Dynamics 365 apps. To deploy to Dynamics 365 apps (on-premises) usersįollow these steps if you're using Dynamics 365 apps (on-premises).Ĭonfigure your Dynamics 365 apps server for Internet-facing deployment. In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users select Add app to Outlook. Service Management > Miscellaneous Privilegesīusiness Management > Miscellaneous Privileges Privilege nameīusiness Management > Privacy-related privileges These roles are outlined in the table below. For example, if a user has create privilege on Lead table, in addition to Dynamics 365 App for Outlook User security role, they would see an email resolve to a Lead table where applicable.Īpp for Outlook also requires server-side synchronization to be properly configured with the minimum security roles required by the service. Other security privileges on top of the basic privileges, related to the user's role, will light up more features. This will ensure that the users have the basic privileges needed to access App for Outlook. You must add users to this role so they can use Dynamics 365 App for Outlook.
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Check with your system administrator to update your settings. If a user doesn’t have this security role or its underlying privileges, they’ll receive the following error: You haven't been authorized to use this app. The security role Dynamics 365 App for Outlook User is available from build 9. For more information on email synchronization, see Set incoming and outgoing email synchronizationįrom your app, go to Settings > Advanced Settings. To use Dynamics 365 App for Outlook, you need to set server-side synchronization for your email processing. Step 1: Set the default synchronization method Verify what's supported: System requirements, limits, and configuration values for App for Outlook For more information: Requirements for running Office Add-ins. On Windows clients, Internet Explorer 11 should be installed and enabled but doesn't necessarily need to be the default browser. For more information: Authentication and permission considerations for the makeEwsRequestAsync method. This requires OAuth be enabled on Microsoft Exchange. Set up synchronization of incoming email through server-side synchronization: Set up server-side synchronization of email, appointments, contacts, and tasksĭynamics 365 App for Outlook is an Outlook add-in that uses Exchange Web Services (EWS) to interact with Microsoft Exchange. The following prerequisites are required before you begin set up. For more information, see Multiplexing Licensing Brief. Multiplexing setup doesn't reduce the number of licenses required to access Dynamics 365 apps.
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