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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 article describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multifactor 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 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.
Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirements and Dynamics 365 for Outlook support matrixes.
Sign in the computer as a local administrator.
Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.
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 organization to version 9.0 and the Dynamics 365 for Outlook client doesn't connect then you might need to install TLS 1.2. For more information, Install TLS.
To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture (32-bit or 64-bit) of Microsoft Office that you’ve installed:
... \Client\amd64 for 64-bit
... \Client\i386 for 32-bit
To install from the Dynamics 365 for Customer Engagement web application:
Select the Settings button , and then select Apps for Dynamics 365 apps.
On the Apps for Dynamics 365 apps page, select Download from Microsoft Download Center.
If you see any dialog boxes titled Security Warning, select Run in each.
The Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard starts.
On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then select Next.
If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then select Next.
Note
Microsoft releases improvements to Dynamics 365 for Outlook as software updates. If you select 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.
Select Install Now or Options.
To install Dynamics 365 for Outlook with offline capability, select Options, select Offline Capability on the Customize Installation page, and then select 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 other 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, select Install Now.
Important
If you don’t install offline capability at this point, the user will initially have no offline capability. If you select 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 might be asked to restart your computer to complete the installation.
On the completion page of the Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard, select Close.
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, select 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, select Configuration Wizard or on earlier versions of Windows select Start > All Programs > Microsoft Dynamics 365 apps, and then select Configuration Wizard. Alternatively, select Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.
If you find 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.
To add an organization, choose one of the following:
Select Connect.
If you're prompted for credentials, select from the following options.
Select Close.
If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.
In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multifactor 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.
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 --
Use Group Policy to update the following registration key:
HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\{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 Microsoft 365, Azure, or Intune fails after you change the federation service endpoint.
Dynamics 365 for Outlook support Blog: Microsoft Dynamics CRM for Outlook Configuration Diagnostic Deploy Microsoft Dynamics 365 for Outlook by using Group Policy
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register today