Install and Configure Microsoft Dynamics 365 for Outlook

Install and Configure Microsoft Dynamics 365 for Outlook

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Microsoft Dynamics 365 has 12 different applications addressing 12 different aspects of business. The user interface is friendly, the solution not that hard to understand and work on the prospects of transforming your business totally are sky-high.

Everyone uses Microsoft Outlook in office and any business subscribing to Microsoft Dynamics 365 in Sydney or anywhere else would want to install and configure it for Outlook. The first thing that is part of the process is installation, after which comes configuration, followed by enabling of multi-factor authentication through OAuth and finally using MFA to make client authentication secure.

How to install Microsoft Dynamics 365 for Outlook?


You must first meet the Dynamics 365 for Outlook requirements specified in the ‘hardware requirements’ section and in the ‘support matrixes’ section. For this, you must get in touch with your Microsoft Dynamics 365 Business Solutions Partner after which you must then log onto the computer as a local administrator. After this, you must make sure that all the latest Microsoft office updates have been installed, including all security updates. You must then locate and run the relevant installation file by subscribing to either of the two methods. Method 1 to install from the web (8.x) would have you going to Dynamics CRM 2016 for Office Outlook and downloading and running the executable file matching the installed Office architecture.

Method 2 to install from the web (9.0) would have you going to Dynamics 365 apps for Outlook and downloading and running the executable file matching the installed Office architecture. Review the information on the License Agreement page and after accepting, select ‘I accept the license agreement’ and click on Next. In case you see the ‘Get Recommended Updates’ page, you must indicate whether you want to obtain updates through the Microsoft Update Program or not, after which you must click on Next. Now click on Install Now or Options, go to Customize Installation and select Offline Capability, click on Install Now. Now click on Close.

How to configure Microsoft Dynamics 365 for Outlook?


Configuring it is the next obvious step after installing Dynamics 365 for Outlook. You begin the configuration process by restarting Outlook, after which the configuration wizard starts automatically. In case you do not intend to configure Dynamics 365 for Outlook immediately after installation, click on Cancel. On the Outlook toolbar, you will see a ‘Configure Microsoft Dynamics 365 for Outlook’ button which will remain there until you finish configuring it. In case the wizard does not start automatically, then you must click on Start, click on Configuration Wizard and configure it. If you happen to use an earlier version of Windows, click on Start, then on All Programs, followed by Microsoft Dynamics 365 Apps, then click on Configuration Wizard. Go to the Dynamics 365 apps tab in Microsoft Outlook and there, click on Configure Microsoft Dynamics 365 for Outlook.

In case you happen to struggle to configure Dynamics 365 for Outlook with your Customer Engagement organization, then you must not think twice before using Microsoft Dynamics CRM for Outlook Configuration Diagnostic to sort out the issue. In the face of such an event, you will need to sign into the diagnostics tool with your Customer Engagement Credentials.

You must work with your Microsoft Dynamics 365 Solutions provider if you are based out of the city to understand the whole process intricately.

How to enable multi-factor authentication through OAuth?


System Administrators can enable multi-factor authentication in the Microsoft Dynamics 365 for Outlook Configuration Wizard by using the OAuth 2.0 Framework. An open framework for authorization which allows users provide access tokens to access data hosted by a certain service provider instead of using credentials, OAuth 2.0 when used with MFA makes client authentication more secure, especially for mobile users.

In case you happen to have upgraded your authentication server for using OAuth before installing D365 for Outlook, then D365 for Outlook automatically checks for and uses OAuth for MFA. When end users begin using Dynamics 365 for Outlook, they will see the OAuth sign-in form for the very first time. After rolling out Dynamics 365 for Outlook if you upgrade your authentication server to be able to use OAuth, then you have two (2) options to choose from:

  • Reconfigure D365 for Outlook on all computers and run the configuration wizard to either remove or re-add your organization.
  • By going to Group Policy, update the registration key given below:

HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\{orgid}.

Set AuthenticationProvider to 0

This is an AD FS endpoint: /adfs/service/trust/13/windowstransport, which too might require to be updated.

Summary:


The piece drafted above makes it clear how to Install and Configure Microsoft Dynamics 365 for Outlook, and the same must be followed for seamless execution.