Requirements

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• Available for CRM Online customers only
• Users must have a Microsoft 365 subscription and must use Microsoft 365 mail account
• A compatible version of Outlook
• For mobile phones, the latest version of iOS or Android and use an app that supports Outlook add-ins

Outlook versions

• Outlook on the Web
• Outlook 2016 for Mac
• Outlook 2016 or later
• Outlook desktop app version 2001 or newer
• Microsoft Outlook for iOS on iOS 13
• Microsoft Outlook for Android on Android 10

Limitations

Versions earlier than 2001 of the Outlook desktop app do not work in Send and Archive, because they miss APIs.

The current released add-on version (via the MS App Source) does not support Mobile phones (the mobile device API).

To get the version that has support for the mobile devices, use one of these options:

• option a: centralized deployment

• option b: use the pilot version

Requirements for centralized deployment

Learn more about the requirements for Centralized Deployment from Microsoft.

If an add-in update significantly increases the scope of data access, you must re-approve it before the update is deployed.