Microsoft Dynamics Crm Online For Mac

09.04.2020by admin

Dynamic Crm Online
Microsoft Dynamics Crm Online
Crm Online Free

Microsoft Office.One of the following: Office 2016. Office 2013. Office 2010.This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement. Dynamics 365 App for Outlook is a Microsoft Office add-in. As of the December 2016 Update for Dynamics 365 (online and on-premises), Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to use Outlook together with Customer Engagement. Supported configurations with Microsoft Exchange. As of the December 2016 Update for Dynamics 365 (online and on-premises) you can use the app with any combination of Customer Engagement or Dynamics 365 for Customer Engagement (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations.

-->

People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 apps while using Outlook on the desktop or web. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Dynamics 365 apps record such as an opportunity, account, or case. To learn more about what Dynamics 365 App for Outlook offers, see the Dynamics 365 App for Outlook User's Guide.

Important

Dynamics 365 App for Outlook isn’t the same thing as Dynamics 365 for Outlook. As of the December 2016 Update for Dynamics 365 (online and on-premises), Dynamics 365 App for Outlook paired with server-side synchronization is the preferred way to integrate Dynamics 365 apps with Outlook. Note that tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user. For information on the Dynamics 365 for Outlook add-in, see the Dynamics 365 for Outlook User’s Guide.

Delegated users can not use Dynamics 365 App for Outlook to track emails. We suggest using folder-level tracking or automatic tracking for delegated users.
There are two ways to install Microsoft Office: using a Windows Installer (MSI) version or a Click-to-Run (C2R) version of Office. You might have issues accessing Microsoft Dynamics 365 apps in the Add-ins area of Outlook if you don't have the necessary updates for your installation version. For more information, see Issue when trying to access Dynamics 365 apps within the Add-ins area of Outlook.

Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook

The following table compares Dynamics 365 App for Outlook features with Dynamics 365 for Outlook (also known as the Outlook client or add-in) as of the December 2016 Update for Dynamics 365 (online and on-premises).

Feature	Dynamics 365 App for Outlook	Dynamics 365 for Outlook
Track and set regarding for email	Yes	Yes
Track and set regarding for appointments	Yes	Yes
Track and set regarding for contacts	Yes	Yes
Track and set regarding for tasks	No	Yes
One click set regarding	Yes	No
Shows recipients' summary	Yes	No
Shows the regarding record summary in the email/appointment	Yes	No
Works with Outlook on the web	Yes	No
Works with Outlook desktop	Yes	Yes
Works with Outlook for the Mac	Yes	No
Works with phones	Yes	No
Open and create Dynamics 365 apps record directly	Yes	Yes
Apply custom forms and business logic	Yes	Yes
Work offline	No	Yes
Apply email templates	Yes	Yes
Apply sales literature	Yes	Yes
Apply knowledge articles	Yes	Yes
Ability to monitor emails after sending	Yes	No
Sort, filter, format, group, and categorize views	No	Yes
Create Word mail-merge documents	No	Yes

Requirements

The following are required to use Dynamics 365 App for Outlook:

Dynamics CRM Online 2016 Update, or December 2016 Update for Dynamics 365 (online and on-premises)
Synchronization of incoming email through server-side synchronization. More information:Set up server-side synchronization of email, appointments, contacts, and tasks
Required privileges as described below

Note

Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported.

Required privileges

Dynamics 365 apps provides access to Dynamics 365 App for Outlook through the Use Dynamics 365 App for Outlook privilege. If a user doesn’t have this privilege, they’ll receive the following error:

“You haven't been authorized to use this app. Check with your system administrator to update your settings.”

Users must also have read/write privileges for the following entities.

Business Management tab:

Mailbox

Customization tab:

Entity
Field
Relationship
System Application Metadata
System Form
User Application Metadata
View

Set the privileges for a security role

Go to Settings > Security.
Click Security Roles.
Choose a security role, and then click the Business Management tab.
In the Entity section, review the Mailbox privileges settings. The security role should have User or higher settings.
In the Privacy Related Privileges section, verify that Use Dynamics 365 App for Outlook is set to Organization. If not, click Use Dynamics 365 App for Outlook.

Supported configurations with Microsoft Exchange

As of the December 2016 Update for Dynamics 365 (online and on-premises) you can use the app with any combination of Customer Engagement or Customer Engagement (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations. This means you can use Dynamics 365 App for Outlook in any of the following configurations:

Customer Engagement	Exchange Online
Customer Engagement	Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Customer Engagement (on-premises)	Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Customer Engagement (on-premises)	Exchange Online

Note

If you use Customer Engagement (on-premises), you'll need to authenticate with IFD authentication as described below.

Supported browsers for Outlook on the web

You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:

Internet Explorer 11, or Microsoft Edge
The following configuration is supported:
- Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Internet.
- Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Local Internet.
- Your Dynamics 365 URL is in the Local intranet security zone list of trusted websites. In IE 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced.
Google Chrome (latest version) on Windows
Firefox (latest version) on Windows
Microsoft office 2011 for mac app store. 本文介绍有关 Mac App Store 中提供的 Office 应用的常见问题，以及与直接从 Microsoft 下载的 Office 应用之间的差异。从 2019 年 1 月开始，可以从 Mac App Store 下载以下 Office 应用程序：Word、Excel、PowerPoint、OneNote. 和 OneDrive.。. This article covers frequently asked questions about the availability of Office from the Mac App Store, and the differences between downloading Office apps directly from Microsoft. Starting in January 2019, the following Office applications are available for download from the Mac App Store: Word, Excel, PowerPoint, OneNote., and OneDrive.
Apple Safari (version 9 or version 10) on Mac or on OSX

Supported operating systems for Outlook on the desktop

You can use Dynamics 365 App for Outlook on these versions of Outlook for the desktop:

Outlook 2013 and Outlook 2016.
Outlook for Mac.

Exchange Server version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater is required.

Supported mobile devices

You can use Dynamics 365 App for Outlook with Outlook on the web in the mobile browser on any of the following phones and operating systems:

Apple iPhone devices running iOS version 8, 9, or 10.
Android phones running Android 4.4 (KitKat) or 5.0 (Lollipop), 6 (Marshmallow), or 7 (Nougat).
Windows Phone devices running Windows 8.1 or Windows 10.

Supported clients per feature

The Dynamics 365 App for Outlook features supported depend on the client you're running. The following table summarizes which features are supported for each client/configuration of Customer Engagement and Exchange.

(1) Outlook on the web supports Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Safari 9, Safari 10, Firefox, and Chrome.

(2) Mobile Outlook on the web supports Windows 8.1, Windows 10, iOS 8, iOS 9, iOS 10, Android KitKat (4.4), Android Lollipop, Android Marshmallow, and Android Nougat.

(3) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.

(4) Tracking contacts is supported only on Exchange Server2016 CU3 and Outlook 2016 16.0.6741.1000 and later.

(5) Adding email templates, Knowledge Management articles, and sales literature is not supported in Mobile Outlook on the web.

(6) Supported only on Outlook 2016 16.0.7426.1049 and later.

(7) Supported only on 16.0.6741.1000 and later.

(8) Supported on iPhones 6S or higher, with iOS 8 or higher.

Supported servers

The server requirements for using Office Add-ins are Exchange Server 2013, Exchange Server 2016, or Exchange Online.

Supported languages

Dynamics 365 App for Outlook supports the following languages:

Bulgarian (Bulgaria) - 1026	Hindi (India) - 1081	Portuguese (Portugal) - 2070
Chinese (People's Republic of China) - 2052	Hungarian - 1038	Romanian - 1048
Chinese (Taiwan) - 1028	Indonesian - 1057	Russian - 1049
Croatian (Croatia) - 1050	Italian - 1040	Serbian - 2074
Czech (Czech Republic) - 1029	Japanese - 1041	Slovak - 1051
Danish - 1030	Kazakh - 1087	Slovenian - 1060
Dutch - 1043	Korean - 1042	Spanish - 3082
English - 1033	Latvian - 1062	Swedish - 1053
Estonian - 1061	Lithuanian - 1063	Thai - 1054
Finnish - 1035	Malaysian - 1086	Turkish - 1055
French - 1036	Norwegian - 1044	Ukrainian - 1058
German - 1031	Polish - 1045	Vietnamese - 1066
Greek - 1032	Portuguese (Brazil) - 1046

Deploy Dynamics 365 App for Outlook

After setting up server-side synchronization and setting the required privileges, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed.

Note

If you're on Dynamics 365 (on-premises), see the section below: To deploy to Dynamics 365 apps (on-premises) users

To push the app to users

Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
- Follow the steps in View your user profile.
- Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Dynamics 365 App for Outlook.
In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users (you may have to click Settings if you’re opening this screen for the second or subsequent time), select the Automatically add the app to Outlook check box if you want to have users get the app automatically. If a user has the required privileges and email is synchronized through server-side synchronization, you won’t have to do anything more to push the app to them. For example, if you add the required privileges to the Salesperson role, and then assign this role to a new user, they’ll automatically get the app.
Do one of the following:
- To push the app to all eligible users, click Add App for All Eligible Users.
- To push the app to certain users, select those users in the list, and then click Add App to Outlook.
Tip
If the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status.
When you’re done, click Save.

To have users install the app themselves

Users click the Settings button , and then click Apps for Dynamics 365 apps.
In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.

Note

Users can also disable or remove the add-in themselves, if needed. For more information, see the Dynamics 365 App for Outlook User’s Guide.

To deploy to Dynamics 365 for Customer Engagement apps (on-premises) users

Follow these steps if you're using Dynamics 365 for Customer Engagement apps (on-premises).

Configure your Dynamics 365 for Customer Engagement apps server for Internet-facing deployment. See Configure IFD for Microsoft Dynamics 365 for Customer Engagement apps.

To deploy to Dynamics 365 apps (on-premises) users

Follow these steps if you're using Dynamics 365 apps (on-premises).

Configure your Dynamics 365 apps server for Internet-facing deployment. See Configure IFD for Microsoft Dynamics 365 apps.
If you are using Dynamics 365 apps (on-premises), you need to enable OAuth on the Dynamics server, and register the Dynamics 365 App for Outlook with ADFS. You also need to make sure that OAuth us enabled for Exchange. See Configure Windows Server 2012 R2 for Dynamics 365 apps that use OAuth.

Troubleshooting installation problems

If you or your users have trouble installing Dynamics 365 App for Outlook, it may be because their Exchange mailbox is currently linked to another Customer Engagement organization. An Exchange mailbox (email address) can only synchronize appointments, contacts, and tasks with one organization, and a user that belongs to that organization can only synchronize appointments, contacts, and tasks with one Exchange mailbox. You can overwrite the setting stored in Exchange if you want to change the primary synchronizing organization. For more information, see this KB article.

If your organization is using a custom EWS URL on your Exchange Online configuration (in place of the default https://outlook.office365.com), Dynamics 365 App for Outlook is not supported.You will receive the message Sorry, something went wrong. Please try again, or restart the application. Error code: Error_Message_0x80070000 when you use Dynamics 365 App for Outlook in Outlook Desktop and Outlook Web Access.

Explore the User’s Guide and train your users

To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User’s Guide.

Known issues and FAQs

For known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 apps Readme.

There are two ways to install Microsoft Office: using a Windows Installer (MSI) version or a Click-to-Run (C2R) version of Office. You might have issues accessing Dynamics 365 for Customer Engagement in the Add-ins area of Outlook if you don't have the necessary updates for your installation version. For more information, see Issue when trying to access Dynamics 365 apps within the Add-ins area of Outlook.

The Outlook App is not enabled on Common Data Service.

For more information on FAQ's, see Frequently Asked Questions about Dynamics 365 App for Outlook.

Requirements

The following are required to use Dynamics 365 App for Outlook:

Email Server	Exchange Server 2013 CU 14 or greater Exchange Server 2016 Exchange Online
Email Client	Outlook 2019 Outlook 2016 (MSI) version 16.0.4266.1001 or higher (on Windows 7 or higher client OS with IE 11 installed) Outlook 2016 (C2R) version 16.0.93330.2073 or higher (on Windows 7 or higher client OS with IE 11 installed) Outlook 2013 (MSI) version 15.0.5023.1000 or higher (on Windows 7 or higher client OS with IE 11 installed) Outlook for MAC Outlook for iOS (with Exchange Online, on Apple iPhone 6S or higher, running iOS version 8 or higher) Outlook for Android (with Exchange Online, on Android phones running Android 4.4,5.0,6.0,or 7.0) Note Support for 2013 versions of Office 365 ProPlus ended February 28, 2017
Browser (Outlook Web Access)	Micosoft Edge (with Exchange on premise 2016 or higher and Exchange Online) Internet Explorer 11 (with Exchange on premise 2016 or higher and Exchange Online) Google Chrome Mozilla Firefox

Note

Support for 2013 versions of Office 365 ProPlus ended on February 28, 2017. More information: See here.

Dynamic Crm Online

Dynamics 365 apps, version 9.x (such as Dynamics 365 Sales and Dynamics 365 Customer Service apps), Common Data Service, or Dynamics 365 Customer Engagement (on-premises).
Synchronization of incoming email through server-side synchronization. More information: Set up server-side synchronization of email, appointments, contacts, and tasks
Dynamics 365 App for Outlook is an Outlook add-in that uses Exchange Web Services (EWS) to interact with Microsoft Exchange. This requires OAuth be enabled on Microsoft Exchange. For more information regarding this dependency, see Authentication and permission considerations for the makeEwsRequestAsync method.
Search Search Microsoft.com. Device downloads. For software and drivers select your product from the list below. Wedge Touch Mouse. Manuals Limited Warranty. Product Guide. Quick Start Guide. Limited Warranty. Product Guide. Quick Start Guide. Limited Warranty. Microsoft wedge touch mouse mac driver. Search Search Microsoft.com. Device downloads. For software and drivers, select your product from the list below. Wedge Touch Mouse. Manuals Limited Warranty. Product Guide. Quick Start Guide. Limited Warranty. Product Guide. Quick Start Guide. Limited Warranty. Install Microsoft Wedge Touch Mouse (Mouse and Keyboard Center) driver for Windows 7 x64, or download DriverPack Solution software for automatic driver installation and update.
On Windows clients, Internet Explorer 11 should be installed and enabled but not necessarily the default browser. For more information about this dependency, see Requirements for running Office Add-ins.
Required security role access as described below

Note

Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported.

Provide security role access

Dynamics 365 App for Outlook is an App Module in version 9. The minimum set of privileges required to run App for Outlook are packaged as a security role called Dynamics 365 App for Outlook User which is bound to the App. You need to add users to this role in order for them to access Dynamics 365 App for Outlook. In order to achieve this, follow the steps below:

From the main menu navigate to Settings > Security > Users.
Select the users from the list and then click Manage Roles.
In the dialog that appears, apply the Dynamics 365 App for Outlook User security role to the users.

This will ensure that the users have the basic privileges needed to access App for Outlook. Other security privileges on top of the basic privileges, related to the user's role, will light up more features. For example, if a user has create privilege on Lead entity, in addition to Dynamics 365 App for Outlook User security role, they would see an email resolve to a Lead entity where applicable.

Note

The security role Dynamics 365 App for Outlook User is available from Build 9.1.0.4206. If a user doesn’t have this security role or its underlying privileges, they’ll receive the following error:“You haven't been authorized to use this app. Check with your system administrator to update your settings.”

Supported configurations with Microsoft Exchange

As of the December 2016 Update for Dynamics 365 (online and on-premises) you can use the app with any combination of Customer Engagement or Dynamics 365 for Customer Engagement (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations. This means you can use Dynamics 365 App for Outlook in any of the following configurations:

Customer Engagement	Exchange Online
Customer Engagement	Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Dynamics 365 for Customer Engagement (on-premises)	Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
Dynamics 365 for Customer Engagement (on-premises)	Exchange Online

[!NOTE]> If you use [!INCLUDE[pn_crm_op_edition](./includes/pn-crm-onprem.md)], you'll need to authenticate with IFD authentication as described below. -->

Feature support per client

Received email (view information and track)	Compose email (view information, track, and add templates, knowledge base articles, and sales literature)	Appointments and meetings (view information and track)	Contacts (view information and track)
Outlook 2016 (desktop client)	O and M	O and M¹	O and M¹	O³ and M²
Outlook 2013 (desktop client)	O and M	O and M¹	O and M¹
Outlook for Mac (desktop client)	O and M
Outlook on the web (OWA)⁴	O and M	O and M¹	O and M¹
Mobile Outlook app⁵	O

(O)nline: Dynamics 365 for Customer Engagement, Exchange Online with both in the same tenant (Multi-tenant configuration of Dynamics 365 for Customer Engagement and Exchange Online being in different tenants is not supported)
(M)ixed: Dynamics 365 for Customer Engagement, Exchange Server 2013/2016

(1) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.

(2) Tracking contacts is supported only on Exchange Server 2016 CU3 and Outlook 2016 16.0.6741.1000 C2R version or later.Or, Outlook 2016 MSI version 16.0.4444.1000 or higher with the following KBs installed. For more information, see these KB articles: