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#Download dynamics crm outlook client install#

If you see one or more Security Warning dialog boxes, click Run in each. If you prefer, you can download the software from this web page. On the Apps for Dynamics 365 apps page, click Download from Microsoft Download Center. In Customer Engagement, click the Settings icon, and then click Apps for Dynamics 365 apps. More information: Turn Cached Exchange mode on or off More information: Using Folder Redirectionįor synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. For more information, see Customize Dynamics 365 apps. If your users will use Dynamics 365 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. Make sure you have completed your desired Customer Engagement customizations.

#Download dynamics crm outlook client install#

Permissions required for Dynamics 365 for Outlook tasksīefore you or your users install Dynamics 365 for Outlook, please note the following:

To install Dynamics 365 for Outlook, you must have the appropriate security permissions.

Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update.

Microsoft Dynamics 365 for Outlook hardware requirements.

Microsoft Dynamics 365 for Outlook software requirements.

Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations. In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.

Step 1: Review installation prerequisites Sign in as a Local Administrator To install and use Dynamics 365 for Outlook, your organization must be running Dynamics 365 Server.