Dynamics 365 App for Outlook vs CRM for Outlook

Dynamics 365 App for Outlook vs CRM for Outlook

To Deploy Dynamics 365 App for Outlook (Dynamics 365 On-Premise and Exchange On-Premise):

  1. Configure your Dynamics 365 server for Internet-facing deployment.
  2. If you’re connecting to Exchange on-premises, configure the OAuth provider and register client apps.
  3. Dynamics 365 App for Outlook privilege

Deploy Dynamics 365 App for Outlook Steps for Admin

  1. SettingsDynamics 365 App for Outlook.
  2. Click on Add App for All Eligible Users. And select automatically add the app to Outlookcheck box.

Deploy Dynamics 365 App for Outlook Steps by User themselves

  1. Users click the Settingsbutton , and then click Apps for Dynamics 365.
  2. In the Apps for Dynamics 365screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.

Dynamics CRM for Outlook (also known as the “The CRM Outlook Client”)

    • A full featured add-in for the desktop version of Outlook.
    • It is installed on individual machines.
    • Provides a local client view of the CRM data.
    • Track emails, appointments, contacts and tasks.
    • It does not work with Outlook on the web.
    • Can take the data OFFLINE.
  • Dynamics CRM App for Outlook
    • A lightweight app that works with both Desktop and Web versions of Outlook.
    • Installed at the Exchange server level.
    • Tracks emails, appointment, contacts only.
    • Works with Outlook for MAC and phones.
    • Can be used on Windows Phone, Apple iPhone, and Android phones.
    • Cannot take the data OFFLINE.

 

Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook

Feature Dynamics 365 App for Outlook Dynamics 365 for Outlook
Track and set regarding for Email, Appointment, Contacts Yes Yes
Track and set regarding for tasks No Yes
Works with Outlook on Web, for MAC and Phones Yes No
Shows the regarding record summary in the email/appointment Yes No
Work offline No Yes
Ability to monitor emails after sending Yes No
Control field synchronization No Yes
Sort, filter, format, group, and categorize views No Yes

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