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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. The freeware program couldn’t be much simpler to use: You just drag app shortcuts over to the AppCleaner window, it lists all the files and folders associated with that app, and then you delete. Alternatives to ACT! For all platforms with any license. ONLYOFFICE ONLYOFFICE is an opensource office and productivity suite that enables you to manage documents, projects, team and customer relations in one place. (“ACT”) is the provider of ACT® Online Prep (“AOP”) and ACT® Kaplan® Online Prep Live (“AKOP Live”), each a subscription service intended to help you prepare for the ACT® test (the “Service”). The Service may not be available in all areas. Sep 09, 2019 TaxAct is probably the best alternative available for above mention software. TaxAct is entirely running on the online platform, you won’t find any application in the Mac app store like others. But still, it is cheaper compared to other software and easy to use.

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

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.

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