How to Add Dynamics 365 to Outlook
                     How to Add Dynamics 365 to Outlook
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How will you Add Dynamics 365 to Outlook?
To add Dynamics 365 to Outlook, an admin typically 
enables the "Dynamics 365 App for Outlook" from the 
Dynamics 365 Settings (under Apps for Dynamics 365 
or Email Configuration), then users can install it from 
Outlook's Get Add-ins or via the Microsoft 365 portal, 
allowing access to D365 data directly in Outlook's 
right-hand pane for streamlined management. 
What is Dynamics 365?
Microsoft Dynamics 365 is a suite of AI-powered, cloud-
based business applications that combines Customer 
Relationship Management (CRM) and Enterprise 
Resource Planning (ERP) functionalities, helping 
businesses manage sales, service, marketing, finance, 
and operations from a single, connected platform to 
improve efficiency and customer engagement
How it Works in Outlook
● Once installed, a Dynamics 365 icon appears in the navigation 
pane or ribbon.
● Clicking it opens a pane on the right showing relevant D365 data 
(contacts, opportunities) for the email or meeting you have open.
● You can track emails, add recipients as leads/contacts, and link 
activities directly from Outlook. 
For Users (Installing in Outlook)
1. From Outlook:
● Open Outlook, go to File > Manage Add-ins (or Get Add-ins).
● Search for "Dynamics 365" and install the "Dynamics 365 App for 
Outlook".
2. From Microsoft 365 Portal:
● Sign in to your Microsoft 365 account, go to your account picture > View 
account > Settings > Software > Tools & add-ins.
● Find Microsoft Dynamics 365 for Outlook and select Install.
3. Restart Outlook after installation. 
For Administrators (Enabling the App)
1. Sign in to your Dynamics 365 instance.
2. Go to Settings (the cog icon) > Apps for Dynamics 365 (or Customizations > 
Customize the System).
3. Find and select the Dynamics 365 App for Outlook.
4. Select the users to enable the app for (or use the "Add App to Outlook" option 
for specific users/groups) and follow the prompts to add it, which can take 
time
.
5. Approve Mailboxes: Ensure user mailboxes are approved and server-side 
sync is set up in Email Configuration for full functionality. 
Conclusion
Adding Dynamics 365 to Outlook via the App for 
Outlook streamlines CRM tasks, enabling users to 
track emails, appointments, and contacts directly in 
Outlook for a unified view of customer interactions, a 
process managed centrally by admins through Settings 
> Apps for Dynamics 365 apps for automatic 
deployment, ultimately boosting productivity and data 
consistency