Deploy the app for Outlook

  • 5 minutes

The Dynamics 365 App for Outlook provides you with the power of model-driven apps while you're using the desktop, web, or mobile version of Outlook. It allows you to view information about an email or appointment and link it to Dataverse rows, such as an account, contact, or case in your app. The Dynamics 365 App for Outlook works with customer engagement apps (such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights - Journeys, Dynamics 365 Field Service, and Dynamics 365 Project Operations) and model-driven apps from Microsoft Power Apps that run on Microsoft Dataverse.

Screenshot of Outlook showing the Dynamics 365 app in the side panel.

With the Dynamics 365 App for Outlook, you can:

  • Link email messages, meetings, and appointments to a row in your app. For example, you can link an email message to a specific account, opportunity, or case.

  • View information in the context of an email message, meeting, or appointment.

  • Synchronize contacts and related information so that Exchange and your app are always up to date.

  • Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.

For people to use the Dynamics 365 App for Outlook with your environment, you need to complete some preliminary work. In many deployments, you need to coordinate with one or more system administrators of the application to successfully enable the app for users.

For users to be eligible for the Dynamics 365 App for Outlook, an administrator needs to complete the following steps:

  1. Set up-server-side synchronization on the user's mailbox for incoming emails and appointments, contacts, and tasks.

  2. Approve their mailbox.

  3. Test and enable their mailbox.

  4. Add the user to the Dynamics 365 App for Outlook User security role.

Enable the app for users

After you've ensured that the basic requirements are met and that intended users have the required security entitlements, the next step is to push the apps to the users whom you want to be able to use the app. Select the Settings icon (looks like a gear) in the application and then go to Advanced Settings > Settings > Dynamics 365 App for Outlook. From this screen, you can complete the following tasks:

  • Enable auto install of the app for eligible users, which ensures that new users are automatically set up.

  • Push the app to all eligible users.

  • Select eligible users from the list and push the app specifically to them.

Screenshot of the All Eligible Users screen, showing the option to Add App for All Eligible Users.

You're not required to push the app to users. They can add the app by using Manage add-ins in Outlook if they're eligible.

Now that you've observed how to deploy the Dynamics 365 App for Outlook, you'll learn about the process of customizing it.