Install Dynamics 365 for Outlook 1.) Go to Settings > Apps for Dynamics 365 and click on the Download Dynamics 365 for Outlook button at the bottom. Dynamics 365 for Outlook will be installed automatically onto the user’s Outlook. Now, if you go into Outlook,...
Set up the email server profile First, we need to make sure that the Email Server Profile has been set up. 1.) Go to Settings, then Email Configuration, then Email Server Profiles. 2.) Choose Active Email Server Profiles, and make sure Microsoft Exchange Online is on...
