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Use Dynamics 365 App for Outlook while you’re using Outlook on the desktop, web, or phone. When App for Outlook is installed you can use the Dynamics 365 pane to link and track Outlook emails and appointments to records in your app.
Important
Before installing App for Outlook, contact your administrator and make sure all the prerequisites are met. For more information, see Deploy Dynamics 365 App for Outlook.
In most cases, your administrator will automatically push the app to you and it should be available in the Outlook ribbon. If you don't see it, then you can install it yourself. For more information, see Have users install App for Outlook themselves.
Once installed it's easy to access the Dynamics 365 App for Outlook pane whether you're using Outlook on your desktop or the web app.
In the Outlook desktop client, select Dynamics 365.
In Outlook Web Access, open an email and then select More (...) > Dynamics 365.
When you first access the Dynamics 365 App for Outlook pane, you are prompted to sign in to your Dynamics 365 account. In the confirmation message, select Allow and then follow the steps on screen to sign in to Dynamics 365. After you have signed in, as long as you use the app frequently, you'll remain signed in. If you haven't used the app for 90 days, you will be asked to sign in again.
If you're using the Outlook desktop client or Outlook Web Access, you can pin App for Outlook so that it remains open when you navigate from one email to another. If you don't see the pin option, then verify that it's supported for your setup. For more information, see What's supported.
To pin the app, select the pin. To unpin, select the pin again.
Term | Definition |
---|---|
Set regarding | Track and link the email or appointment to an existing row your Dynamics 365 app. |
Track | Create a copy of the email or appointment in your Dynamics 365 app. |
Untrack | Remove the copy of the email or appointment from your Dynamics 365 app. |
Track Successful | Your email or appointment is successfully copied to your Dynamics 365 app. |
Track failure | Your email or appointment is failed to copy to your Dynamics 365 app. |
Track pending | Your email or appointment is in pending state to be copied to your Dynamics 365 app. |
Use the navigation bar at the top to access the site map, search, quick create, and more commands.
Use the site map to navigate to Home, Recent items, Pinned items, and Dashboards.
It's easy to get around and get back to your favorite or most-used rows. The following illustration shows the primary navigation elements
Legend
Select an email to view additional information about the tracked item in the Dynamics 365 pane.
Legend
Tracked information: Shows if the email message or meeting is linked to a row and if it's being tracked in your Dynamics 365 app.
More commands: Select to set or change set regarding or tracking information or view information about the row in Dynamics 365
Add activity: Select to create activities for that row or view it in Dynamics 365.
4 & 5. Set regarding: Select to choose the Set regarding for the row or view information about the row in Dynamics 365.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Learning path
Use advance techniques in canvas apps to perform custom updates and optimization - Training
Use advance techniques in canvas apps to perform custom updates and optimization
Certification
Microsoft Office Specialist: Outlook (Office 2016) - Certifications
Demonstrate that you have the skills needed to get the most out of Outlook 2016 by earning a Microsoft Office Specialist (MOS) certification.
Documentation
Dynamics 365 App for Outlook Overview (Dynamics 365 apps)
Dynamics 365 App for Outlook Overview.
Limitations when customizing Dynamics 365 App for Outlook (Dynamics 365 apps)
When customizing the app you make run into these limitations.
How to deploy Dynamics 365 App for Outlook
How to deploy and install Dynamics 365 App for Outlook