To install or upgrade Dynamics 365 for Outlook, you must have local administrator permission on the computer where you perform the installation or upgrade. Verify that you have appropriate permission More information: Microsoft Dynamics 365 for Outlook hardware requirements For a current and historical view of these dependencies, see Dynamics 365 for Outlook support matrixesįor the best performance when you run Dynamics 365 for Outlook, make sure your PC is running 64-bit Windows and 64-bit Microsoft Office and has sufficient hard disk and RAM. Understand Dynamics 365 for Outlook compatibility requirementsĭynamics 365 for Outlook has a variety of software dependencies that must be understood and adhered to for a successful upgrade. Microsoft Dynamics CRM for Outlook upgrade requirements Requirement This is the new name for Dynamics CRM for Outlook. This is an update for CRM 2016 for Outlook and not a full installation. This is a full installation of CRM for Outlook.ĭecember 2016 Update for Dynamics 365 apps This is a full installation of CRM for Outlook. He provides support for Act!, Microsoft Dynamics 365, ClickDimensions, Salesforce and TopLine addons.With all the changes going on with Dynamics 365 terminology and versions, the following table could add some clarity. Tom Duwe is a CRM support specialist for TopLine Results Corporation. After you enter your login information, your track button should no longer be grayed out.įor more tips, subscribe to our newsletter. A new window will appear asking for the Microsoft Dynamics CRM URL for the database, enter the URL of your organization.ĭepending on your version of the Microsoft Dynamics CRM Outlook integration, you will need to enter your login information directly after this step or after opening Outlook.Now select the Add button on the right side of the screen.Click the Delete button on the right side of the screen, then confirm that you want to delete the integration.From the list that opens, select your database.Now using Windows Search, type in "Configuration Wizard" which will open a new window.In the same window, in the Navbar, type in %localappdata%\Microsoft.Confirm that you want to delete the folder if prompted. Press the Delete key on your keyboard.Using File Explorer or Windows Search, in the Navbar, type in %appdata%\Microsoft.If this button is grayed out, your Outlook integration may need to be reset.īelow are the steps to complete to reset your Outlook integration. You also should be able to click on the Track button in Outlook in order to promote an email to CRM. When your Microsoft Dynamics CRM Outlook integration is working properly, you will be able to view emails tracked from Outlook in CRM.
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