You need to set your default synchronization to server-side sync and select the “Microsoft Exchange Online” server profile. If you’re not sure, in CRM go to Settings and look for “Dynamics 365 App for Outlook.” If you don’t see that then you should start at Step 1.
If you’ve already completed Steps 1 and 2 you can jump to Step 3. Step 1 is setting up server-side sync, Step 2 is enabling mailboxes, and Step 3 is deploying the Dynamics 365 App for Outlook. If you’re looking to try out the new CRM App for Outlook, first you need to set up server-side sync. See this Microsoft TechNet article for minimum requirements to use App for Outlook. If you’re unfamiliar with the Outlook Client, in a nutshell, it has functionality that allows for emails, appointments, tasks, and contacts to be synced between CRM and Outlook. The new app is meant to replace the commonly used “Track” and “Set Regarding” features of the Outlook Client. There will not be new features added but it will continue to be supported while they continue to work on enhancing the D365 App for Outlook. However, this week Microsoft has decided to reverse the deprecation of Dynamics 365 for Outlook. Microsoft originally announced that the Outlook Client was being deprecated and that it would stop being supported in the next major release. To prevent confusion, this blog will refer to it as the Outlook Client.
This blog will cover how to install the Dynamics 365 App for Outlook. The new name for the Outlook client is “Dynamics 365 for Outlook add-in”. The Dynamics 365 App for Outlook will eventually replace the CRM Outlook Client. Dynamics GP to Dynamics 365 Business Central.Dynamics NAV to Dynamics 365 Business Central.
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