Microsoft Dynamics Crm For Mac

  

Its highly intuitive and yes, that important feature, it can save as a Word document. I have tested this and there were no problems with Word reading the save. As for updates, an arrow in the top right hand corner notifies you that an update is available, click on it and off you go. Floor microsoft word mac download.

Aug 17, 2015 Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications. Visit Microsoft Learn. Jan 14, 2016  Is the addon compatible with Mac 2016 version 15.17.1? Skip to main content. Crm for outlook addon compatible with mac 2016 version 15.17.1. If you receive an email that contains content generated by Microsoft CRM as an Outlook add-in for Windows the content should display correctly even if it is the latest Javascript add-in kind of.

  1. Microsoft Dynamics Crm For Mac Download
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  1. May 22, 2018  Effective March 2020, the legacy Dynamics 365 for Outlook (also referred to as Outlook COM Add-in) is deprecated. Customers must transition to the modern Dynamics 365 App for Outlook before October 1, 2020. Microsoft will continue to provide support, security, and other critical updates to the Outlook COM Add-in until October 1, 2020.
  2. Sep 20, 2018  Microsoft Dynamics CRM 2016 The following products have been tested or are currently being tested for compatibility with Dynamics CRM 2016. The Minimum CRM version and CRM build number fields list the minimum Microsoft Dynamics CRM version that has been tested and that is compatible with the listed product.
  3. All out-of-the-box Dynamics CRM functionality is fully operational in CRM on Safari for Mac OS X. As of now, both OS X 10.7 (Lion) and 10.8 (Mountain Lion) are supported with the latest and greatest version of Safari. Check out this Microsoft Support KB for more detailed UR12 compatibility information.
  4. Sep 10, 2013  We are frequently asked if it’s possible to run Microsoft Dynamics CRM on a MAC OS X device. Following are several options to accomplish this: Remote Desktop Services (formerly known as Terminal Services) or Citrix – This option allows users (including those running MAC OS X) to access and run Windows based applications installed on a remote server over a network.
  5. Dynamics CRM is not supported for office mac version.
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Important

  • The latest release of Dynamics 365 App for Outlook works with Dynamics 365 Customer Engagement (on-premises) and Common Data Service, which implies that it also works with model-driven apps such as Dynamics 365 Sales and Dynamics 365 Customer Service.

  • Multi-factor authentication with Dynamics 365 App for Outlook and Server Side Synchronization is supported only in an online-only configuration. It is not a supported scenario for Dynamics 365 Customer Engagement (on-premises) or Microsoft Exchange on-premises.

  • Dynamics 365 App for Outlook is not supported on Office 365 shared mailbox.

  • Dynamics 365 App for Outlook is not supported in configurations that have Dynamics 365 apps and Office 365 (Exchange Online) in different tenants.

People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 for Customer Engagement while using Outlook on the desktop, web, or tablet. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Dynamics 365 for Customer Engagement 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 Guide.

Known issues and FAQs

For known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 apps Readme.

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 Dynamics 365 for Customer Engagement 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.

The Outlook App is not enabled on Common Data Service.

For more information on FAQ's, see Frequently Asked Questions about Dynamics 365 App for Outlook.

Requirements

The following are required to use Dynamics 365 App for Outlook:

Email Server
  • Exchange Server 2013 CU 14 or greater

  • Exchange Server 2016

  • Exchange Online
Email Client
  • Outlook 2019

  • Outlook 2016 (MSI) version 16.0.4266.1001 or higher (on Windows 7 or higher client OS with IE 11 installed)

  • Outlook 2016 (C2R) version 16.0.93330.2073 or higher (on Windows 7 or higher client OS with IE 11 installed)

  • Outlook 2013 (MSI) version 15.0.5023.1000 or higher (on Windows 7 or higher client OS with IE 11 installed)

  • Outlook for MAC

  • Outlook for iOS (with Exchange Online, on Apple iPhone 6S or higher, running iOS version 8 or higher)

  • Outlook for Android (with Exchange Online, on Android phones running Android 4.4,5.0,6.0,or 7.0)
Note Support for 2013 versions of Office 365 ProPlus ended February 28, 2017
Browser (Outlook Web Access)
  • Micosoft Edge (with Exchange on premise 2016 or higher and Exchange Online)

  • Internet Explorer 11 (with Exchange on premise 2016 or higher and Exchange Online)

  • Google Chrome

  • Mozilla Firefox

    • Note

    Support for 2013 versions of Office 365 ProPlus ended on February 28, 2017. More information: See here.

    • Dynamics 365 apps, version 9.x (such as Dynamics 365 Sales and Dynamics 365 Customer Service apps), Common Data Service, or Dynamics 365 Customer Engagement (on-premises).

    • Synchronization of incoming email through server-side synchronization. More information: Set up server-side synchronization of email, appointments, contacts, and tasks

    • Dynamics 365 App for Outlook is an Outlook add-in that uses Exchange Web Services (EWS) to interact with Microsoft Exchange. This requires OAuth be enabled on Microsoft Exchange. For more information regarding this dependency, see Authentication and permission considerations for the makeEwsRequestAsync method.

    • On Windows clients, Internet Explorer 11 should be installed and enabled but not necessarily the default browser. For more information about this dependency, see Requirements for running Office Add-ins.

    • Required security role access 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.

    Provide security role access

    Dynamics 365 App for Outlook is an App Module in version 9. The minimum set of privileges required to run App for Outlook are packaged as a security role called Dynamics 365 App for Outlook User which is bound to the App. You need to add users to this role in order for them to access Dynamics 365 App for Outlook. In order to achieve this, follow the steps below:

    1. From the main menu navigate to Settings > Security > Users.

    2. Select the users from the list and then click Manage Roles.

    3. In the dialog that appears, apply the Dynamics 365 App for Outlook User security role to the users.

    This will ensure that the users have the basic privileges needed to access App for Outlook. Other security privileges on top of the basic privileges, related to the user's role, will light up more features. For example, if a user has create privilege on Lead entity, in addition to Dynamics 365 App for Outlook User security role, they would see an email resolve to a Lead entity where applicable.

    Note

    The security role Dynamics 365 App for Outlook User is available from Build 9.1.0.4206. If a user doesn’t have this security role or its underlying privileges, they’ll receive the following error:“You haven't been authorized to use this app. Check with your system administrator to update your settings.”

    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 Dynamics 365 for 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 EngagementExchange Online
    Customer EngagementExchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
    Dynamics 365 for Customer Engagement (on-premises)Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater
    Dynamics 365 for Customer Engagement (on-premises)Exchange Online
    [!NOTE]> If you use [!INCLUDE[pn_crm_op_edition](./includes/pn-crm-onprem.md)], you'll need to authenticate with IFD authentication as described below. -->

    Feature support per client

    Received email
    (view information and track)    		Compose email
    (view information, track,
    and add templates,
    knowledge base articles,
    and sales literature)    		Appointments and meetings
    (view information and track)    		Contacts
    (view information and track)
    Outlook 2016 (desktop client)O and MO and M1O and M1O3 and M2
    Outlook 2013 (desktop client)O and MO and M1O and M1
    Outlook for Mac (desktop client)O and M
    Outlook on the web (OWA)4O and MO and M1O and M1
    Mobile Outlook app5O

    (O)nline: Dynamics 365 for Customer Engagement, Exchange Online with both in the same tenant (Multi-tenant configuration of Dynamics 365 for Customer Engagement and Exchange Online being in different tenants is not supported)
    (M)ixed: Dynamics 365 for Customer Engagement, Exchange Server 2013/2016

    (1) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.

    (2) Tracking contacts is supported only on Exchange Server 2016 CU3 and Outlook 2016 16.0.6741.1000 C2R version or later.Or, Outlook 2016 MSI version 16.0.4444.1000 or higher with the following KBs installed. For more information, see these KB articles:

    Error code 500 failed to reach https teams.microsoft.com mac. Thanks - I've been giving this feedback to our Account Team, our solutions architects from MS, and the product team as much as possible.365Groups are awesome, but the obsession with turning everything within 365 into one, with all the associated elements, is a major issue as far as I'm concerned.Creating a group should include the ability to choose which functions you want - mailbox/calendar/onenote/onedrive/team etc, rather than provisioning everything.Similarly with Teams and Planner, to create a plan or a team for job tracking/chatting you end up with the whole kit-and-kaboodle. It's just creating clutter and mess, and a management nightmare.

    • KB3115500

    (3) Supported only on Outlook 2016 16.0.7426.1049 or later.

    (4) Not supported on mobile Outlook Web Access.

    (5) Supported on iPhones 6S or higher, with iOS 8 or higher.

    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 intranet.

      • Your Dynamics 365 apps URL is in the Local intranet security zone list of trusted websites. In IE 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced.

    • Google Chrome (latest version) on Windows

    • Firefox (latest version) on Window

    • Apple Safari (version 9 or version 10) on Mac or on OSX

    Supported servers

    The server requirements for using Office Add-ins are Exchange Server 2013, Exchange Server 2016, or Exchange Online.

    Supported languages

    Dynamics 365 App for Outlook supports the following languages:

    Bulgarian (Bulgaria) - 1026Hebrew - 1037Portuguese (Brazil) - 1046
    Chinese (People's Republic of China) - 2052Hindi (India) - 1081Portuguese (Portugal) - 2070
    Chinese (Taiwan) - 1028Hungarian - 1038Romanian - 1048
    Croatian (Croatia) - 1050Indonesian - 1057Russian - 1049
    Czech (Czech Republic) - 1029Italian - 1040Serbian - 2074
    Danish - 1030Japanese - 1041Slovak - 1051
    Dutch - 1043Kazakh - 1087Slovenian - 1060
    English - 1033Korean - 1042Spanish - 3082
    Estonian - 1061Latvian - 1062Swedish - 1053
    Finnish - 1035Lithuanian - 1063Thai - 1054
    French - 1036Malaysian - 1086Turkish - 1055
    German - 1031Norwegian - 1044Ukrainian - 1058
    Greek - 1032Polish - 1045Vietnamese - 1066

    Deploy Dynamics 365 App for Outlook

    After setting up server-side synchronization, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed.

    [!NOTE]> If you're on [!INCLUDE[pn_dyn_365_op](./includes/pn-dyn-365-op.md)], see the section below: [To deploy to Dynamics 365 apps (on-premises) users](#BKMK_DeployOnprem) -->

    To push the app to users

    1. Go to Settings > Dynamics 365 App for Outlook.

    2. In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users (you may have to click Settings if you’re opening this screen for the second or subsequent time), select the Automatically add the app to Outlook check box if you want to have users get the app automatically.If a user's email is synchronized through server-side synchronization, you won’t have to do anything more to push the app to them.

    3. Do one of the following:

      • To push the app to all eligible users, click Add App for All Eligible Users.

      • To push the app to certain users, select those users in the list, and then click Add App to Outlook.

      Tip

      If the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status.

    4. When you’re done, click Save.

    5. Make sure to add users to the security role Dynamics 365 App for Outlook User as described in the Provide security role access section above.

    To have users install the app themselves

    1. Users click the Settings button , and then click Apps for Dynamics 365 apps.

    2. In the Apps for Dynamics 365 apps screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.

    Note

    Users can also disable or remove the add-in themselves, if needed. For more information, see the Dynamics 365 App for Outlook User’s Guide.

    Troubleshooting installation problems

    1. If you don't see Dynamics 365 App for Outlook when you click the Settings button , check that you've enabled the feature.

    2. If you or your users have trouble installing Dynamics 365 App for Outlook, it may be because their Exchange mailbox is currently linked to another Common Data Service environment or Customer Engagement (on-premise) organization. An Exchange mailbox (email address) can only synchronize appointments, contacts, and tasks with one organization, and a user that belongs to that organization can only synchronize appointments, contacts, and tasks with one Exchange mailbox. You can overwrite the setting stored in Exchange if you want to change the primary synchronizing organization. For more information, see this KB article.

    Explore the User’s Guide and train your users

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    To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User’s Guide.

    See also

    Dynamics 365 App for Outlook User Guide
    Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix
    Set up server-side synchronization of email, appointments, contacts, and tasks

    -->

    To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.

    For information about installing Dynamics 365 for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics 365 for Outlook using a Command Prompt.

    For information about installing Dynamics 365 for Outlook using System Center Configuration Manager (SCCM), see the download Use SCCM to install Dynamics 365 for Outlook.

    Important

    • You can’t install Dynamics 365 for Outlook on a computer running Microsoft Exchange Server.
    • Tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user.

    Install Dynamics 365 for Outlook

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    You can add offline capability for the user either during this installation or at a later time.

    Tip

    If you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.

    1. Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirements and Dynamics 365 for Outlook support matrixes.

    2. Log on to the computer as a local administrator.

    3. Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.

    4. Locate and run the appropriate installation file by choosing one of the following methods:

      • To install from the web (version 8.x), go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the installed Microsoft Office architecture.

      • To install from the web (version 9.0), go to Dynamics 365 apps for Outlook, version 9.0 (Outlook client), and then download and run the executable file that matches the installed Microsoft Office architecture.

        Note

        If you have updated your Dynamics 365 apps organziation to version 9.0 and the Dynamics 365 for Outlook client does not connect then you may need to install TLS 1.2. For more information, Install TLS.

    1. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

    2. If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.

      Note

      Microsoft releases improvements to Dynamics 365 for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.

    3. Click Install Now or Options.

      • To install Dynamics 365 for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Dynamics 365 for Customer Engagement without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics 365 for Outlook hardware requirements.

      • To install Dynamics 365 for Outlook without offline capability, click Install Now.

      Important

      If you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.

      The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

    4. On the completion page of the Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard, click Close.

    Configure Dynamics 365 for Outlook

    After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.

    Note

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    If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.

    If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.

    If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.

    1. To add an organization, choose one of the following:

      • To connect to a Dynamics 365 for Customer Engagement organization, choose **Dynamics 365 apps ** from the drop-down list.

    2. Click Connect.

      If you are prompted for credentials, select from the following options.

      • For a Dynamics 365 for Customer Engagement organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.

    3. Click Close.

    4. If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

    Microsoft Dynamics Crm Software

    Enable multi-factor authentication through OAuth

    Microsoft Dynamics Crm Certification

    In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365 apps). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 apps versions of Dynamics 365 for Customer Engagement can take advantage of MFA. Customer Engagement automatically uses OAuth.

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    If you have upgraded your authentication server to use OAuth prior to installing Dynamics 365 for Outlook, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics 365 for Outlook.

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    If you upgrade your authentication server to use OAuth after rolling out Dynamics 365 for Outlook, you have two options to set Dynamics 365 for Outlook to use OAuth.

    1. Reconfigure Dynamics 365 for Outlook on all computers. Run the Microsoft Dynamics 365 for Outlook Configuration Wizard and remove and re-add your organization.

      -- OR --

    2. Use Group Policy to update the following registration key:

      HKEY_CURRENT_USERSoftwareMicrosoftMSCRMClient{orgid}.

      Set AuthenticationProvider to 0

      After the registry change, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA.

      In addition

      You might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransport

      For information on enabling an endpoint, see Sign in to Office 365, Azure, or Intune fails after you change the federation service endpoint.

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    See Also