Addressing Issues with the Dynamics 365 App for Outlook

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The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. The application has evolved over time and has made some improvements. However, there are still issues that you may run into while using the application. We will address of few of the obvious items to check to help resolve these issues.

Permissions Settings

Before you deploy the Dynamics 365 App for Outlook, I would recommend that you read through the “Deploy Dynamics 365 App for Outlook” article from Microsoft. Afterwards, you will need to check the Security Role(s) of the user(s). You will need to log into Dynamics 365 (CRM) as an administrator and navigate to “Settings/Security/Security Roles” and select the appropriate role. Next, check that the following options are set.

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About the Author

Aaron Back (Microsoft MVP)

Aaron Back is a Microsoft MVP with many years experience with Microsoft Dynamics 365 (CRM), Power Apps, Power BI, and Power Automate. He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.

About ACE Micro, LLC

ACE Micro, LLC is a professional services firm committed to delivering business solutions to small and medium sized organizations. Their focus is on delivering products and services that improve their business operations. ACE has strong expertise and continues to develop specialties in serving the lite manufacturing, distribution, and hospitality industries.