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Dynamics 365 Support for Outlook

Dynamics 365 Support for Outlook

This article contains the information about Dynamics 365 Support for Outlook and the supported software requirements and hardware requirements for Microsoft Dynamics for Outlook. MS Dynamics 365 for Outlook works the way that you do by providing a seamless combination of Dynamics 365 for Customer Engagement features in the familiar Outlook environment.

This section lists the software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access. One of the following operating systems is required:

  • Windows 10 (64-bit and 32-bit versions)*
  • Either Windows 8.1 or Windows 8 (64-bit and 32-bit versions)
  • Windows 7 Service Pack 1 (64-bit and 32-bit versions) * Windows 7 does not support offline capabilities.
  • Windows Server 2012 and Windows Server 2012 R2 when running as the Remote Desktop Services application

*This feature is available only if your organization has updated to the Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Dynamics 365 Support for Outlook Software Feature Prerequisites

The following software must be installed and running on the computer before you run the Microsoft Dynamics CRM for Outlook Setup:

Web Browser. One of the following:

  • Internet Explorer 11
  • Internet Explorer 10

The Internet Explorer 9 or the earlier versions are not supported for use with Dynamics 365 for Outlook. Microsoft Office. One of the following:

  • Microsoft Office 2016*
  • Microsoft Office 2013
  • MS Office 2010

*This feature is available only if your organization has updated to the Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Dynamics 365 for Outlook isn’t supported with the Office for Mac versions of Office Outlook. To install and run the 64-bit version of the Dynamics 365 for Outlook, a 64-bit version of Microsoft Office is required.

Before you run the Configuration Wizard to configure the Dynamics 365 for Outlook, an Office Outlook profile must exist for the user. Therefore, the Outlook must be run at least once to create the user’s Outlook profile.

Both the web application and the Dynamics 365 for Outlook require JavaScript enabled for certain features, such as Activity Feeds, dashboard areas, and the display of certain panes or menus. Although the web application displays the error messages when JavaScript is disabled, Dynamics 365 for Outlook doesn’t.

To verify if the JavaScript is enabled in Internet Explorer, start Internet Explorer, on the Tools menu click or tap Internet options. On the Security tab, click or tap the Internet, and then click or tap the Custom level. In the Security Settings dialog box under Scripting, the Active scripting must be set to Enable.

The Indexing Service (now known as the Windows Search Service, or WSS) is required by the users who will set up and use Dynamics 365 support for Outlook and its Help file in offline mode.

Dynamics 365 for Customer Engagement apps. One of the following editions of the Dynamics 365 for Customer Engagement must be available so that Dynamics 365 for Outlook can connect to it:

  • On-premises editions of the Dynamics 365 for Customer Engagement Server
  • Dynamics 365 for Customer Engagement

Additional Microsoft Dynamics 365 for Outlook Software Requirements

Software Requirements

Software Requirements

If needed, the following software will be installed by the Microsoft Dynamics CRM for Outlook Setup:

  • Microsoft .NET Framework 4.6.2.
  • Microsoft Windows Installer 4.5.
  • Windows Identity Foundation (WIF).
  • Microsoft Visual C++ Redistributable.
  • SQL Server 2012 Express
  • Microsoft Report Viewer 2010.
  • Microsoft Application Error Reporting.
  • Azure AppFabric SDK V1.0.
  • Microsoft SQL Server Native Client.
  • Microsoft SQL Server Compact 4.0.
  • Reporting Services Microsoft ActiveX control. If not installed on the computer, the user will be prompted to install the software at the first attempt to print a report. This installer package is named RSClientPrint.cab and can found on the SQL Server Reporting Services server at <drive>:\Program files\Microsoft SQL Server\<MSSQL>\Reporting Services\ReportServer\bin.

Dynamics 365 for Outlook is not supported when the remote Proxy Auto-Configuration (PAC) files are used.

Microsoft Dynamics 365 for Outlook Hardware Requirements

Hardware Requirements

Hardware Requirements

The following table lists the minimum recommended hardware requirements when you run the Microsoft Dynamics 365 for Outlook in either online only or go offline enabled modes.

Component Online only mode Go Offline enabled mode
Processor x86- or x64-bit 1.9 gigahertz (GHz) or quicker dual-core processor with SSE2 instruction set x86- or x64-bit 1.9 gigahertz (GHz) or faster dual-core processor with SSE2 instruction set
Memory Either 2-GB RAM or more Either 4-GB RAM or more
Hard disk 1.5 GB of the available hard disk space 2 GB of the available hard disk space

7200 RPM or more

Display Super VGA with the resolution of 1024 x 768 Super VGA with the resolution higher than 1024 x 768

Actual requirements and the product functionality may vary based on your system configuration and operating system.

Running the Dynamics 365 for Customer Engagement on a computer that has less than the minimum recommended requirements may result in inadequate performance. For the best performance, use 64-bit versions of Microsoft Windows, Microsoft Office, and Dynamics 365 for Outlook.

Network Requirements

Network Requirements

Network Requirements

Dynamics 365 for Customer Engagement is designed to work best over the networks that have the following elements:

  • Bandwidth greater than 50 KBps (400 kbps)
  • Latency under 150 ms

These values are the recommendations and don’t guarantee satisfactory performance. The recommended values are based on the systems using out-of-the-box forms that aren’t customized. If you significantly customize the out-of-box forms, we recommend that you test the form response to understand the bandwidth needs.

Successful network installation of Microsoft Dynamics 365 for Outlook requires a reliable and high-throughput network. Otherwise, the installation might fail. The recommended minimum available bandwidth of network connection is 300 Kbps.

Offline Dynamics 365 Support for Outlook

The following operating systems are supported for the offline mode.

Dynamics 365 Support

This article explained about Dynamics Support for Outlook along with the software and hardware requirements. For details on the partners who provide Dynamics 365 Support, pls go through our partner’s section.

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