To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.
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For information about installing Dynamics 365 for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics 365 for Outlook using a Command Prompt.
Go to Setup Marketplace Microsoft Zoho CRM Plug-in for Microsoft Outlook.; In the Outlook Plug-in page, select the Microsoft Outlook for Mac 2011 & 2016 from the drop-down list. Using Zoho CRM Plug-in for Microsoft Outlook (Mac) Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Synchronize (two-way) Contacts, Tasks and Calendar Events from Microsoft Outlook to Zoho CRM. Nov 10, 2014 Install Microsoft Dynamics CRM 2015 for Outlook, also known as the Outlook client. CRM for Outlook enables access to your CRM data through Outlook. Details Note: There are multiple files available for this download. Once you click on the 'Download' button, you will be prompted to select the files you need. Mac microsoft lync 2013.
For information about installing Dynamics 365 for Outlook using System Center Configuration Manager (SCCM), see the download Use SCCM to install Dynamics 365 for Outlook.
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Important
Install Dynamics 365 for Outlook
You can add offline capability for the user either during this installation or at a later time.
Tip
If you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.
Configure Dynamics 365 for Outlook
After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.
Note
If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.
If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.
If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. Microsoft word for mac business. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.
Enable multi-factor authentication through OAuth
In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365 apps). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 apps versions of Dynamics 365 for Customer Engagement can take advantage of MFA. Customer Engagement automatically uses OAuth.
If you have upgraded your authentication server to use OAuth prior to installing Dynamics 365 for Outlook, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics 365 for Outlook.
If you upgrade your authentication server to use OAuth after rolling out Dynamics 365 for Outlook, you have two options to set Dynamics 365 for Outlook to use OAuth.
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