365 0utlook

0utlook.Com has about N/A daily pageviews, and it's ranked 0 in the world. Get more stats and info about 0utlook.Com. An Archive of Our Own, a project of the Organization for Transformative Works. Dynamics 365 for Outlook can synchronize email messages, contacts, tasks, and appointments between Office Outlook and Dynamics 365 (client-to-server synchronization). Similar to server-side synchronization, synchronization filters are used to synchronize messaging data from Dynamics 365 to Outlook or Exchange.

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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

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.

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

6. 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.

7. 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.

8. 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

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.

Enable multi-factor authentication through OAuth

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.

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.

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 Microsoft 365, Azure, or Intune fails after you change the federation service endpoint.

See Also

Note

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Outlook comes with lots of command line switches and parameters which can be very handy for troubleshooting and (limited) automation.

This guide contains an overview of all available command line switches per Outlook version and how they can be used.

Using command line switches

You can directly execute command line switches in the following way:

1. Open the Run command by pressing the Windows Logo + R on your keyboard.
   Alternative ways are:
   • Windows 7
     Open the Start Menu and use the Search field to type in for the next step.
   • Windows 8
     Open the Start Screen and directly start typing. This will automatically open the Search Pane which also allows for commands.
   • Windows 10
     Type in the Search field (Cortana) or open the Start Menu and directly start typing. This will automatically open the Search Pane which also allows for commands.
2. In the box you opened in step 1, type; outlook.exe
3. Press the SPACEBAR once, and then type a forward slash mark (/) followed by the switch you want to use (see the list below). For example, if you want to use the CleanReminders switch, the command you type in the Open box should look like this:
   outlook.exe /cleanreminders
4. To run the command, click OK or press ENTER.

Starting Outlook with the cleanreminders switch in Windows 7.
(note the space in the command above).

Starting Outlook with the cleanreminders switch in Windows 10.

Tool Tip 1
To have easy access to all the “direct start” command line switches (the switches that do not require further variables), you can use HowTo-Outlook’s very own OutlookTools (free).

Tool Tip 2
Need more Outlook management options via the command line? ReliefJet Essentials Pro provides batch script and PowerShell support for over 150 of its utilities related to configuring, reporting, converting and exporting Outlook data.

Creating custom shortcuts with command line switches

You can also create a shortcut which includes one or more switches so you can automate tasks or start Outlook in a certain folder like the Calendar;

Office 365 Outlook

1. Search for the location of outlook.exe:
   • Windows 7
     Open the Start Menu and in the Search field type: outlook.exe
   • Windows 8 and Windows 10
     Open the Start Screen and directly type: outlook.exe
   • All Windows versions
     You can also browse to the path of outlook.exe.
     Examples:
     • Outlook 2010 on a 32-bit version of Windows
       C:Program FilesMicrosoft OfficeOffice14Outlook.exe
     • Outlook 2013 32-bit on a 64-bit version of Windows
       C:Program Files (x86)Microsoft OfficeOffice15Outlook.exe
     • Outlook of Office 365 on any version of WindowsC:Program FilesMicrosoft Officerootoffice16Outlook.exe
2. Right-click on Outlook.exe, and then on the shortcut menu point to Send To, and then click Desktop (create shortcut).
   • Windows 8 and Windows 10
     Right click on the outlook.exe search result and choose “Open File Location”. This will open a new Explorer window with outlook.exe highlighted. Right click on this file and choose: Send To-> Desktop (create shortcut).
3. Go to the Desktop (keyboard shortcut Windows+D).
4. Right-click the shortcut you just created, and from the shortcut menu click Properties.
5. On the Shortcut tab, locate the Target box. It contains the path for outlook.exe.
6. Press the SPACEBAR once to type a space after the path, and then type;
   /select outlook:calendar
   The full command should now look like this;
   'C:Program FilesMicrosoft Officerootoffice16Outlook.exe' /select outlook:calendar
7. Click OK.
8. On the desktop, double-click the Outlook shortcut you created.

Creating a custom shortcut with the command line to start
Outlook in the Calendar folder (click on the image to enlarge).

Tip 1!
To create a shortcut that creates a new message, follow the above instructions but instead of typing /select outlook:calendar use /c ipm.note.

Tip 2!
You can also create a Send To shortcut for Outlook which has the /a switch. This allows you to select files in Explorer and use the Send To-> Mail Recipient feature to create a new message with the selected files as attachments while also adding your signature and not blocking Outlook. For details see: Send To Mail Recipient in HTML and with Signature.

Command line switches overview

365 Outlook Office Login

The overview of commands below are taken from various local and on-line help files of all Outlook versions and from KB articles discussing them. In the right column you’ll find to which Outlook version the command applies.

365 Outlook Mail Login