Installing the Microsoft Dynamics 365 for Microsoft Office Outlook Add-in

To use Dynamics 365 (CRM) functions in Microsoft Outlook you can install the Microsoft Dynamics 365 for Microsoft Office Outlook add-in. These are the instructions for installing it.

1. Be sure Outlook is closed
2. Login to your CRM account in a web browser (e.g. Edge)
3. Click the Settings menu (gear icon) in the upper right corner and select Apps for Dynamics 365
   
   
   
4. Click Download Dynamics 365 for Outlook
   
5. Make a note of the URL in the following dialog box, this is the same URL you should be using to login in a browser:
   
   In this example the URL is https://growing-moss.crm.mgcld.com/
   
   
6. Click the Click this link if it's not link in the Download and Install section if the download did not start automatically.
   
   
   
7. Once the file downloads, open it:
   
   In our example, we are using Edge and there is an Open File link on the screen. This varies by browser.
   
   If you have problems downloading, please see this article Error when downloading the Dynamics 365 for Outlook or Download doesn't start
   
   
8. If you are prompted for security, click Yes to allow the program to run.
9. Select a location to save the installation files. NOTE: We strongly recommend you choose Desktop and then click the Make New Folder button to create a new folder to save the files. There are many files and this will make it easy for you to delete them when you are done.
   
   
   
   
   
   
   
   
   
   
   In our example, we created a new folder on the Desktop and named it CRM Add-in
   
   
10. Click OK
11. The CRM setup should begin in a few seconds:
    
    
    
12. Check the I accept the license agreement box and click Next
    
    
    
13. Click Install Now
    
    
    
14. The installation will proceed
    
    
    
15. The installation will complete, click Close
    
    
    
16. Open Outlook
17. When prompted, enter your CRM URL. Be sure it starts with HTTPS://
    
    
    
    
18. Click Connect
19. Enter your CRM credentials
    
    
    
20. Click OK
21. The configuration will complete and Outlook will open. You will now have Dynamics 365 (CRM) functionality in Outlook. For troubleshooting, please see Microsoft Dynamics 365 (CRM) for Outlook Add-In Not Working