Learn how to connect Dynamics 365 with Microsoft Outlook to track emails, manage contacts, and streamline your sales and service workflows directly from your inbox.
Ensure you have administrator privileges in both Microsoft 365 and Dynamics 365. Also, verify that your users have a supported version of Outlook and are licensed for Dynamics 365.
Navigate to the Power Platform admin center, select your environment, go to Settings > Email > Email Server Profiles, and configure your server-side sync for emails, appointments, contacts, and tasks.
In the Power Platform admin center, go to your environment's Settings. Under the Templates section, click on Email configuration settings. From there, find the link for Dynamics 365 App for Outlook.
On the Dynamics 365 App for Outlook page, you will see a list of eligible users. Select the users you want to enable the integration for and click the Add App to Outlook button. The deployment process may take a few minutes.
Have the users restart their Outlook client (desktop or web). They should now see the Dynamics 365 icon in the Outlook ribbon or on individual email messages, allowing them to track emails and view CRM data.
Tips for a Successful Integration
After setup, run the 'Test & Enable Mailbox' command for a user to ensure server-side synchronization is working correctly before deploying to everyone.
Use the App Designer in Dynamics 365 to customize the forms and fields that appear in the Outlook app pane, ensuring users see the most relevant information.
Provide training on how to use the app to track emails, set regarding records, and create new contacts or leads directly from Outlook to maximize adoption.
The Dynamics 365 App for Outlook also works on the Outlook mobile app, giving your team CRM access on the go. Ensure they know how to access it on their devices.
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