D365 CRM - How to add Dynamics 365 to Outlook

This post covers how to enable a users Outlook integration with Dynamics 365.  In summary, you will need to approve and enable a users mailbox, then make sure to add the D365 App For Outlook setting enabled.

First, Approve and Enable the users mailbox in D365.

1. Access Dynamics 365 CRM: Log in to your Microsoft Dynamics 365 CRM instance with appropriate permissions.

2. Navigate to Settings: In Dynamics 365, click on the "AdvancedSettings" option in the main menu.

   

3. Navigate to Email Configuration Tile.  
   
   

4. Go to Mailboxes and find the desired users Mailbox.  Open the Mailbox.
   1. Ensure the Syncronization Methods are set to 'Server-Side Synchronization or Email Router'
   2. Then click Approve Email
   3. Then click Test and Enable Mailbox
      

The last step is to make sure the D365 for Outlook App is setup for user.

1. Navigate to the Dynamics 365 App for Outlook tile
   
2. The select the mailbox and 'Add App to Outlook'
   
3. It may take a few moments but the status should show 'Added to Outlook' - then the Dynamics 365 App will be available in the users web and desktop Outlook.

If you are having a hard time still, do not hesitate to reach out for help.  We are Dynamics 365 Experts!