Dynamics 365 Apps for Outlook

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 Microsoft 365 shared mailbox.

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

• Windows 7 had reached end of life and is no longer a supported client OS for Dynamics 365 App for Outlook.

• Server side synchronization should be enabled in Outlook.
• Assign the security role.
• From the main menu navigate to Settings > Security > Users.

• 1. Select the users from the list and then click Manage Roles.

  2. 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.

https://docs.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook#deploy-dynamics-365-app-for-outlook-1