Microsoft Dynamics CRM

{Step by Step}Set up Outlook App for Dynamics CRM in Preview mode

Below post lists steps to set up Outlook App for Dynamics CRM in preview mode:

Step 1:

Go to Office 365 Administration settings-> Admin

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Step 2:

Pick Add-ins ad highlighted in the screen.

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Step 3:

Click + Icon and Pic Add from the Office store:

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Step 4:

Search for CRM for Outlook App:

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Step 5:

Click Add

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Step 6:

Come back to list of apps and see that CRM for Outlook App is disabled

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Step 7:

Enable the App and hit save.

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Step 8:

Go to system settings and accept the preview feature:

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Step 9:

Set up Server side Sync for the mailboxes you want to enable the App as per my earlier post:

https://dynamicsofdynamicscrm.wordpress.com/2015/07/24/step-by-step-set-up-server-side-sync-with-crm-2015-update-1-online-and-office-365/

Note: Do not forget to enable Synchronization for Tasks, Contacts etc. using Server side sync on the mailbox.

Step 10:

See the Outlook App for CRM in Action:

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Hope it helps and Happy CRMing!

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