Microsoft Dynamics Crm Plugin For Mac

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Microsoft Office.One of the following: Office 2016. Office 2013. Office 2010.This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

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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

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

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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.

See Also

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Dynamics 365 for Outlook works the way that you do by providing a seamless combination of Dynamics 365 for Customer Engagement features in the familiar Outlook environment. This section lists software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access.

Microsoft Dynamics Crm Plugin For Mac Windows 7

One of the following operating systems is required:

Microsoft Dynamics Crm Plugin For Mac Windows 10

  • Windows 10 (64-bit and 32-bit versions)*

  • Windows 8.1 or Windows 8 (64-bit and 32-bit versions)

  • Windows 7 Service Pack 1 (64-bit and 32-bit versions) * Windows 7 does not support offline capabilities.

  • Windows Server 2012 and Windows Server 2012 R2 when running as a Remote Desktop Services application

*This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Microsoft Dynamics 365 for Outlook software feature prerequisites

The following software must be installed and running on the computer before you run Microsoft Dynamics CRM for Outlook Setup:

Web Browser. One of the following:

  • Internet Explorer 11

  • Internet Explorer 10

Important

Internet Explorer 9 or earlier versions are not supported for use with Dynamics 365 for Outlook.

You should add your Dynamics 365 (online), version 8.2 URL to Trusted sites in Internet Explorer. See Troubleshooting: Unblock required URLs.

Microsoft Office. One of the following:

  • Office 2016*

  • Office 2013

  • Office 2010

    *This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Webpack

Important

Dynamics 365 for Outlook isn’t supported with Office for Mac versions of Office Outlook.

To install and run the 64-bit version of Dynamics 365 for Outlook, a 64-bit version of Microsoft Office is required.

Before you run the Configuration Wizard to configure Dynamics 365 for Outlook, a Office Outlook profile must exist for the user. Therefore, Outlook must be run at least once to create the user's Outlook profile.

Both the web application and Dynamics 365 for Outlook require JavaScript enabled for certain features, such as Activity Feeds, dashboard areas, and the display of certain panes or menus. Although the web application displays error messages when JavaScript is disabled, Dynamics 365 for Outlook doesn’t. To verify if JavaScript is enabled in Internet Explorer, start Internet Explorer, on the Tools menu click or tap Internet options. On the Security tab, click or tap Internet, and then click or tap Custom level. In the Security Settings dialog box under Scripting, Active scripting must be set to Enable.

The Indexing Service (now known as the Windows Search Service, or WSS) is required by users who will set up and use Dynamics 365 for Outlook and its Help file in offline mode.

Dynamics 365 apps. One of the following editions of Dynamics 365 for Customer Engagement must be available so that Dynamics 365 for Outlook can connect to it:

  • On-premises editions of Dynamics 365 for Customer Engagement Server

  • Dynamics 365 for Customer Engagement

Additional Microsoft Dynamics 365 for Outlook software requirements

If needed, the following software will be installed by Microsoft Dynamics CRM for Outlook Setup:

  • SQL Server 2012 Express

    Note

    Installed from Dynamics 365 for Microsoft Office Outlook with Offline Access only.

  • Microsoft .NET Framework 4.6.2.

  • Microsoft Windows Installer 4.5.

  • Microsoft Visual C++ Redistributable.

  • Microsoft Report Viewer 2010.

  • Microsoft Application Error Reporting.

  • Windows Identity Foundation (WIF).

  • Azure AppFabric SDK V1.0.

  • Microsoft SQL Server Native Client.

  • Microsoft SQL Server Compact 4.0.

  • Reporting Services Microsoft ActiveX control. If not installed on the computer, the user will be prompted to install the software at first attempt to print a report. This installer package is named RSClientPrint.cab and can found on the SQL Server Reporting Services server at <drive>:Program filesMicrosoft SQL Server<MSSQL>Reporting ServicesReportServerbin.

Note

Dynamics 365 for Outlook is not supported when remote Proxy Auto-Configuration (PAC) files are used.

Microsoft Dynamics Crm Plugin For Mac Free

Offline Support

Microsoft Dynamics Crm Plugin For Mac Pro

The following operating systems are supported for offline mode.

See Also

Microsoft Dynamics Crm Plugin For Mac Download

Dynamics 365 for Outlook support matrixes
Compatibility with Microsoft Dynamics CRM 2016
Compatibility with Microsoft Dynamics CRM 2015
Compatibility with Microsoft Dynamics CRM 2013