What Does Microsoft 365 Personal Include

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Windows 365 Includes
What Does Microsoft 365 Personal Include
Does Microsoft 365 Personal Include Email

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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.

What does microsoft office 365 personal include

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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.

Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirements and Dynamics 365 for Outlook support matrixes.
Log on to the computer as a local administrator.
Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.
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.

Windows 365 Includes

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

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.
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.
Click Close.
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.

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 --
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.

What is dual-write?

Dual-write is an out-of-box infrastructure that provides near-real-time interaction between customer engagement apps and Finance and Operations apps. When data about customers, products, people, and operations flows beyond application boundaries, all departments in an organization are empowered.

Dual-write provides tightly coupled, bidirectional integration between Finance and Operations apps and Dataverse. Any data change in Finance and Operations apps causes writes to Dataverse, and any data change in Dataverse causes writes to Finance and Operations apps. This automated data flow provides an integrated user experience across the apps.

Dual-write has two aspects: an infrastructure aspect and an application aspect.

Infrastructure

The dual-write infrastructure is extensible and reliable, and includes the following key features:

Synchronous and bidirectional data flow between applications
Synchronization, together with play, pause, and catchup modes to support the system during online and offline/asynchronous modes.
Ability to sync initial data between the applications
Combined view of activity and error logs for data admins
Ability to configure custom alerts and thresholds, and to subscribe to notifications
Intuitive user interface (UI) for filtering and transformations
Ability to set and view table dependencies and relationships
Extensibility for both standard and custom tables and maps
Reliable application lifecycle management
Out-of-box setup experience for new customers

Application

Dual-write creates a mapping between concepts in Finance and Operations apps and concepts in customer engagement apps. This integration supports the following scenarios:

Integrated customer master
Access to customer loyalty cards and reward points
Unified product mastering experience
Awareness of organization hierarchy
Integrated vendor master
Access to finance and tax reference data
On-demand price engine experience
Integrated prospect-to-cash experience
Ability to serve both in-house assets and customer assets through field agents
Integrated procure-to-pay experience
Integrated activities and notes for customer data and documents
Ability to look up on-hand inventory availability and details
Project-to-cash experience
Ability to handle multiple addresses and roles through the party concept
Single source management for users
Integrated channels for retailing and marketing
Visibility into promotions and discounts
Request-for-service functions
Streamlined service operations

Top reasons to use dual-write

Dual-write provides data integration across Microsoft Dynamics 365 applications. This robust framework links environments and enables different business applications to work together. Here are the top reasons why you should use dual-write:

Dual-write provides tightly coupled, near-real-time, and bidirectional integration between Finance and Operations apps and model-driven apps in Dynamics 365. This integration makes Microsoft Dynamics 365 the one-stop shop for all your business solutions. Customers who use Dynamics 365 Finance and Dynamics 365 Supply Chain Management, but who use non-Microsoft solutions for customer relationship management (CRM), are moving toward Dynamics 365 for its dual-write support.
Data from customers, products, operations, projects, and the Internet of Things (IoT) automatically flows to Dataverse through dual-write. This connection is useful for businesses that are interested in Power Platform expansions.
The dual-write infrastructure follows the no-code/low-code principle. Minimal engineering effort is required to extend the standard table-to-table maps and to include custom maps.
Dual-write supports both online mode and offline mode. Microsoft is the only company that offers support for online and offline modes.

What does dual-write mean for developers and architects of customer engagement apps?

Dual-write automates the data flow between Finance and Operations apps and customer engagement apps. Dual-write consists of two AppSource solutions that are installed on Dataverse. The solutions expand the table schema, plugins, and workflows on Dataverse so that they can scale to ERP size. For a successful implementation, developers and architects of customer engagement apps must understand these changes and collaborate with their counterparts on Finance and Operations apps.

To create parity with Finance and Operations applications, dual-write makes some crucial changes in the Dataverse schema. If you understand the plan, you can avoid some design and development rework in the future.

When the dual-write AppSource package is installed, Dataverse will have new concepts such as company and party. These concepts help applications built on Dataverse, including Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Customer Service, and Dynamics 365 Field Service, to interact seamlessly with Finance and Operations apps.
Activities and notes are unified and expanded to support both C1s (users of the system) and C2s (customers of the system).
To prevent data loss during currency transmission between Finance and Operations apps and the Dataverse, you'll be able to extend the number of decimal places in the currency data type of customers engagement apps. The feature autotranslates existing rows to the new extended state at the metadata layer. During this process, the currency value is translated to decimal data rather than money data, and the currency value supports 10 decimal places. This feature is opt-in, and organizations that don't need more than 4 decimal places of precision do not need to opt in. For more information, see Currency data-type migration for dual-write.
Date effectivity will be added to Dataverse. It will support past, present, and future data on the same table.
Product unit conversions are supported for products, quotes, orders, and invoices.