Set up delegate access

Set up delegate access to allow someone to track information in your Dynamics 365 apps using Dynamics 365 App for Outlook. When you set up delegate access it gives someone permission to act on your behalf. For example, you might want an assistant to create and respond to email or meeting requests for you and then track the information in Dynamics 365 apps using the Dynamics 365 App for Outlook.


Enable delegate access

To enable delegate access, you need to enable the OrgDBOrgSettings in your organization. Microsoft Dataverse apps provide the OrgDBOrgSettings tool that gives administrators the ability to implement specific updates that were previously reserved for registry implementations. For more information, see Environment database settings. After extracting the tool, enable OrgDBOrgSettings TrackAppointmentsFromNonOrganizer and DelegateAccessEnabled.

You can also use this tool to edit OrgDBOrgSettings TrackAppointmentsFromNonOrganizer and DelegateAccessEnabled.

  1. Sign in as an admin to Dynamics 365 at

  2. On the home page, go to Settings > Advanced Settings.

    Go to settings.

  3. From the main menu, go to Settings > Customizations and then select Solutions.

    Select solutions.

  4. On the All Solutions screen, select Organization Settings Editor (Dynamics 365).

    Select org setting editor.

  5. On the Solution Organization Settings Editor screen, find the TrackAppointmentsFromNonOrganizer and DelegateAccessEnabled settings and set both to True (if not already set to True) and then select Update.

    Select update.


Things to verify before enabling delegate access in App for Outlook:

  • Delegate access is set up correctly in Outlook and that the delegated user has at least Editor permissions on the delegated mailbox.
  • The Skype URL ( is allowlisted.
  • The delegated user has the correct Outlook version.
  • The organization settings are configured properly.
  • After the organization settings are configured, App for Outlook is redeployed for all users.

FAQs about delegate access

Are shared folders supported as part of the delegate access feature?

No, to understand the difference between shared folders and delegate access, see Manage another person's mail and calendar items.

Is delegate access supported using the MSI version of Outlook?

No, it is only available for the supported version of Outlook C2R. For more information, see Update history for Microsoft 365 Apps.

See also

Use delegate access