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online.
This article provides the following information on the setup and use of Citrix Files for Outlook Online:
NOTE:
You may select files from your computer as well as from your Citrix Files account.
The Citrix Attachment link is added to the Outlook online message and is ready for your recipient, subject, and message body information.
Citrix Files for Outlook Online have various default settings for sharing and requesting Files.
Microsoft recommends installing all add-ins via the Store link within your Outlook App. (The link to the Citrix Files add-in on the Microsoft AppSource is https://appsource.microsoft.com/en-us/product/office/WA104380913)
Please make outlook plug-in app available for Mac. It is a huge inconvenience and Mac users get turned down due to this problem. ShareFile for Outlook is an Outlook Add-in that brings ShareFile functionality to Outlook for Mac and Outlook on the Web. If you are using Outlook for Windows, please use the ShareFile Outlook Plugin! Encrypted Email is not currently supported for the ShareFile for Outlook app detailed below. Looking for reliable ShareFile alternatives? Find out which similar solutions are better according to industry experts and actual users. Droplr is a file-sharing app for Windows and Mac users. You can use it to easily share files, screencasts, and screenshots with others. If you examine different alternatives to ShareFile you may want. ShareFile for Outlook allows you to bypass file size restrictions and add security to your attachments by sending them through ShareFile. You can provide a secure file upload request for co-workers, customers, and partners directly in your email. When creating a New Message in Outlook for Mac, click the ShareFile icon in the top toolbar to launch the app. When creating a New Message in Outlook on the Web, click Apps. Select ShareFile for Outlook from the Apps list to launch the app.
Important
- The latest release of Dynamics 365 App for Outlook works with Dynamics 365 for Customer Engagement apps version 9.0 or later and Common Data Service.
- Delegated users cannot use Dynamics 365 App for Outlook to track emails and calendar items. Please try using Outlook folder-level tracking or category-based tracking for delegated users to track Outlook items on the owner's behalf.
- 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 when either one or both of Dynamics 365 for Customer Engagement and Exchange are on-premises.
- Dynamics 365 App for Outlook is not supported on Office 365 shared mailbox
- Dynamics 365 App for Outlook is not supported in configurations that have Dynamics 365 and Office 365 in different tenants.
People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 for Customer Engagement while using Outlook on the desktop, web, or tablet. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Dynamics 365 for Customer Engagement record such as an opportunity, account, or case. To learn more about what Dynamics 365 App for Outlook offers, see the Dynamics 365 App for Outlook User Guide.
Known issues and FAQs
For known issues with this version of Dynamics 365 App for Outlook, see the Dynamics 365 for Customer Engagement apps Readme.
There are two ways to install Microsoft Office: using a Windows Installer (MSI) version or a Click-to-Run (C2R) version of Office. You might have issues accessing Dynamics 365 for Customer Engagement in the Add-ins area of Outlook if you don't have the necessary updates for your installation version. For more information, see Issue when trying to access Dynamics 365 for Customer Engagement apps within the Add-ins area of Outlook.
The Outlook App is not enabled on Common Data Service.
For more information on FAQ's, see Frequently Asked Questions about Dynamics 365 App for Outlook.
Requirements
The following are required to use Dynamics 365 App for Outlook:
Email Server |
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Email Client |
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Browser (Outlook Web Access) |
Note
Support for 2013 versions of Office 365 ProPlus ends February 28, 2017. More information: See here.
- Dynamics 365 for Customer Engagement apps version 9.0 or later
- Synchronization of incoming email through server-side synchronization. More information: Set up server-side synchronization of email, appointments, contacts, and tasks
- Dynamics 365 App for Outlook is an Outlook add-in that uses Exchange Web Services (EWS) to interact with Microsoft Exchange. This requires OAuth be enabled on Microsoft Exchange. For more information regarding this dependency, see Authentication and permission considerations for the makeEwsRequestAsync method.
- On Windows clients, Internet Explorer 11 should be installed and enabled but not necessarily the default browser. For more information about this dependency, see Requirements for running Office Add-ins.
- Required security role access as described below
Supported configurations and requirements for Dynamics 365 features are listed throughout our documentation. Specific configurations not documented should be considered unsupported.
Provide security role access
Dynamics 365 App for Outlook is an App Module in version 9. The minimum set of privileges required to run App for Outlook are packaged as a security role called Dynamics 365 App for Outlook User which is bound to the App. You need to add users to this role in order for them to access Dynamics 365 App for Outlook. In order to achieve this, follow the steps below:
- From the main menu navigate to Settings > Security > Users.
- Select the users from the list and then click Manage Roles.
- 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.
Note
The security role Dynamics 365 App for Outlook User is available from Build 9.1.0.4206. If a user doesn’t have this security role or its underlying privileges, they’ll receive the following error:“You haven't been authorized to use this app. Check with your system administrator to update your settings.”
Supported configurations with Microsoft Exchange
As of the December 2016 Update for Dynamics 365 (online and on-premises) you can use the app with any combination of Customer Engagement or Dynamics 365 for Customer Engagement (on-premises) and Exchange Online or Exchange Server (on-premises), including hybrid configurations. This means you can use Dynamics 365 App for Outlook in any of the following configurations:
Customer Engagement | Exchange Online |
Customer Engagement | Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater |
Dynamics 365 for Customer Engagement (on-premises) | Exchange Server (on-premises), version 15.0.1236.3.32 (Cumulative Update 14 for Exchange Server 2013) or greater |
Dynamics 365 for Customer Engagement (on-premises) | Exchange Online |
Feature support per client
Received email (view information and track) | Compose email (view information, track, and add templates, knowledge base articles, and sales literature) | Appointments and meetings (view information and track) | Contacts (view information and track) | |
Outlook 2016 (desktop client) | O and M | O and M1 | O and M1 | O3 and M2 |
Outlook 2013 (desktop client) | O and M | O and M1 | O and M1 | |
Outlook for Mac (desktop client) | O and M | |||
Outlook on the web (OWA)4 | O and M | O and M1 | O and M1 | |
Mobile Outlook app5 | O |
(O)nline: Dynamics 365 for Customer Engagement, Exchange Online with both in the same tenant (Multi-tenant configuration of Dynamics 365 for Customer Engagement and Exchange Online being in different tenants is not supported)
(M)ixed: Dynamics 365 for Customer Engagement, Exchange Server 2013/2016
(M)ixed: Dynamics 365 for Customer Engagement, Exchange Server 2013/2016
(1) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.
(2) Tracking contacts is supported only on Exchange Server 2016 CU3 and Outlook 2016 16.0.6741.1000 C2R version or later.Or, Outlook 2016 MSI version 16.0.4444.1000 or higher with the following KBs installed. For more information, see these KB articles:
- KB3115500
(3) Supported only on Outlook 2016 16.0.7426.1049 or later.
(4) Not supported on mobile Outlook Web Access.
(5) Supported on iPhones 6S or higher, with iOS 8 or higher.
Supported browsers for Outlook on the web
You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:
- Internet Explorer 11, or Microsoft EdgeThe following configuration is supported:
- Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Internet.
- Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Local intranet.
- Your Dynamics 365 for Customer Engagement apps URL is in the Local intranet security zone list of trusted websites. In IE 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced.
- Google Chrome (latest version) on Windows
- Firefox (latest version) on Window
- Apple Safari (version 9 or version 10) on Mac or on OSX
Supported servers
The server requirements for using Office Add-ins are Exchange Server 2013, Exchange Server 2016, or Exchange Online.
Supported languages
Dynamics 365 App for Outlook supports the following languages:
Bulgarian (Bulgaria) - 1026 | Hebrew - 1037 | Portuguese (Brazil) - 1046 |
Chinese (People's Republic of China) - 2052 | Hindi (India) - 1081 | Portuguese (Portugal) - 2070 |
Chinese (Taiwan) - 1028 | Hungarian - 1038 | Romanian - 1048 |
Croatian (Croatia) - 1050 | Indonesian - 1057 | Russian - 1049 |
Czech (Czech Republic) - 1029 | Italian - 1040 | Serbian - 2074 |
Danish - 1030 | Japanese - 1041 | Slovak - 1051 |
Dutch - 1043 | Kazakh - 1087 | Slovenian - 1060 |
English - 1033 | Korean - 1042 | Spanish - 3082 |
Estonian - 1061 | Latvian - 1062 | Swedish - 1053 |
Finnish - 1035 | Lithuanian - 1063 | Thai - 1054 |
French - 1036 | Malaysian - 1086 | Turkish - 1055 |
German - 1031 | Norwegian - 1044 | Ukrainian - 1058 |
Greek - 1032 | Polish - 1045 | Vietnamese - 1066 |
Deploy Dynamics 365 App for Outlook
After setting up server-side synchronization, you can push Dynamics 365 App for Outlook to some or all users, or you can have users install it themselves as needed. Download outlook app.
[!NOTE]> If you're on [!INCLUDE[pn_dyn_365_op](./includes/pn-dyn-365-op.md)], see the section below: [To deploy to Dynamics 365 for Customer Engagement apps (on-premises) users](#BKMK_DeployOnprem) -->To push the app to users
- Go to Settings > Dynamics 365 App for Outlook.
- In the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users (you may have to click Settings if you’re opening this screen for the second or subsequent time), select the Automatically add the app to Outlook check box if you want to have users get the app automatically.If a user's email is synchronized through server-side synchronization, you won’t have to do anything more to push the app to them.
- Do one of the following:
- To push the app to all eligible users, click Add App for All Eligible Users.
- To push the app to certain users, select those users in the list, and then click Add App to Outlook.
TipIf the list shows that a user is pending or hasn’t been added, you can click the Learn more link next to the user to find more information about status. - When you’re done, click Save.
- Make sure to add users to the security role Dynamics 365 App for Outlook User as described in the Provide security role access section above.
To have users install the app themselves
- Users click the Settings button , and then click Apps for Dynamics 365 for Customer Engagement apps.
- In the Apps for Dynamics 365 for Customer Engagement apps screen, under Dynamics 365 App for Outlook, users click Add app to Outlook.
Note
Users can also disable or remove the add-in themselves, if needed. For more information, see the Dynamics 365 App for Outlook User’s Guide.
Troubleshooting installation problems
- If you don't see Dynamics 365 App for Outlook when you click the Settings button , check that you've enabled the feature.
- If you or your users have trouble installing Dynamics 365 App for Outlook, it may be because their Exchange mailbox is currently linked to another Customer Engagement organization. An Exchange mailbox (email address) can only synchronize appointments, contacts, and tasks with one organization, and a user that belongs to that organization can only synchronize appointments, contacts, and tasks with one Exchange mailbox. You can overwrite the setting stored in Exchange if you want to change the primary synchronizing organization. For more information, see this KB article.
Explore the User’s Guide and train your users
To learn how to use Dynamics 365 App for Outlook, see the Dynamics 365 App for Outlook User’s Guide.
See also
Dynamics 365 App for Outlook User Guide
Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix
Set up server-side synchronization of email, appointments, contacts, and tasks
Read more details about supported clients in this blog: Dynamics 365 App for Outlook Support Matrix
Set up server-side synchronization of email, appointments, contacts, and tasks
Applicable Products
- ShareFile
Objective
Citrix Files for Outlook is an Outlook Add-in that brings Citrix Files functionality to Outlook![Sharefile Outlook App For Mac Sharefile Outlook App For Mac](/uploads/1/2/6/8/126892322/115200232.jpg)
This article provides the following information on the setup and use of Citrix Files for Outlook Online:
How to Add and Enable Citrix Files for Outlook Online
Accessing Citrix Files in Outlook Online
Sharing Citrix Files
Requesting Files with Citrix Files for Outlook Online
Change Default Settings in Citrix Files for Outlook Online
Troubleshooting
Accessing Citrix Files in Outlook Online
Sharing Citrix Files
Requesting Files with Citrix Files for Outlook Online
Change Default Settings in Citrix Files for Outlook Online
Troubleshooting
Instructions
NOTE:
Encrypted Email is not currently available in Citrix Files for Outlook online.
Encrypted Email is not currently available in Citrix Files for Outlook online.
How to Add and Enable Citrix Files for Outlook Online
TIPS! The following installation instructions may differ depending on factors including the version of Outlook online and the browser you use for access. |
Installing Citrix Files Add-in
- Click + New message in Outlook.
- Click the ellipses “…”
- Select Get Add-Ins.
Sharefile Outlook App For Mac Windows 10
- On the Add-Ins for Outlook screen, use the search to find Citrix Files.
- Click Add.
The Citrix Files for Outlook Add-in is now available. See Accessing Citrix Files in Outlook Online for more information.
Accessing Citrix Files in Outlook Online
Download Sharefile Plugin For Outlook
- Click + New message in Outlook.
- Click the ellipses “…”
- Click the Citrix Files icon to login using your Citrix account credentials.
- Click Log In and enter your Citrix account credentials.
Sharing Citrix Files
The following provides the steps necessary to share files using Citrix Files.NOTE:
You may select files from your computer as well as from your Citrix Files account.
The Citrix Attachment link is added to the Outlook online message and is ready for your recipient, subject, and message body information.
- Select Share Files.
- Click Browse Files to open your Citrix Files folders.
Note:
You may select files from your computer as well as from your Citrix Files account.
You may select files from your computer as well as from your Citrix Files account.
- Select a file from the available folders to send. Click Add. Repeat if you need to send multiple files.
Outlook App For Mac Computer
- Click Insert Link.
The Citrix Attchment link is added to the Outlook online message and is ready for your recipient, subject, and message body information.
- Click Send.
Request Files with Citrix Files for Outlook Online
- Select Request Files.
- Use Edit to select the location you want the requested file(s) to be uploaded. The default is File Box. Click Insert Link.
A secure link is added to the message. By default, the inserted link will be ' Click here to upload files.' with the “Click here” text configured as a hyperlink. The message is ready for your recipient, subject, and message body information.
- Click Send.
Change Default Settings in Citrix Files for Outlook Online
Citrix Files for Outlook Online have various default settings for sharing and requesting Files. Access and Editing Settings
- Selecting Settings from Citrix Files for Outlook Online.
- Click Edit for either Sharing Files or Requesting Files.
Sharing Files | |
Security (To access files) | |
Require recipients to: | Enter name and email, sign in with Citrix Files credentials, or allow anonymous access. |
Files and Link expire after: | one day, three days, one week, one month, six months, one year, never |
Notifications: | Whether or not you wish to be emailed when files are downloaded. |
Downloads: | Number of downloads per recipient. |
Requesting Files | |
Security (To upload files) | |
Require recipients to: | Enter name and email, sign in with Citrix Files credentials, or allow anonymous access. |
Files and Link expire after: | one day, three days, one week, one month, six months, one year, never |
Notifications | Whether or not you wish to be emailed when files are uploaded. |
Upload Location | Requested files will be uploaded to: |
Troubleshooting
Current Issues
Add-in Dialog Box cannot be displayed 'The security settings in your browser prevent us from creating a dialog box. Try a different browser, or configure your browser so that [URL] and the domain shown in your address bar are in the same security zone.' To resolve the issue, end users or administrators can add the domain of the add-in to the list of trusted sites in Internet Explorer. Use the same procedure whether you're using the Internet Explorer or Microsoft Edge browser.'
- In Internet Explorer, choose the Tools button, and go to Internet Options > Security.
- Select the Trusted sites zone, and choose Sites.
- Enter the URL that appears in the error message, and choose Add.
- Try to use the add-in again. If the problem persists, verify the settings for the other security zones and ensure that the add-in domain is in the same zone as the URL that is displayed in the address bar of the Office application.
Limitations
- Files cannot be shared if they are located in a Restricted Zone or Connectors location
- This app is only available to Employee users on plans that include the Email Integration.
Other Possible Issues
Microsoft recommends installing all add-ins via the Store link within your Outlook App. (The link to the Citrix Files add-in on the Microsoft AppSource is https://appsource.microsoft.com/en-us/product/office/WA104380913) Trouble accessing the app after installation?
If you are having difficulty locating your application after installation, or something is not functioning properly, click here to view Microsoft's troubleshooting steps for add-ins like this one.
Additional Resources
CTX237021 - Installation of Citrix Files for Outlook
CTX237023 - Citrix Files for Outlook User Guide
CTX237023 - Citrix Files for Outlook User Guide
Sharefile Outlook Add In
Disclaimer
Outlook App For Mac Change Signature
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