Fixing Dynamics Outlook App deployment issues

This article describes several options to resolve issues when deploying the new Dynamics 365 Outlook App but the user cannot see the Dynamics add-in in his/her Outlook.

ramontebar_blog_Dynamics Outlook App Button

One of the most challenging errors that we have found so far was this one:

ExchangeError:UnknownIncomingEmailIntegrationError

See below more details regarding the same, but before that, I’ll first cover the simple checks you can do and then move into the most complex one. Please try to follow the same order.

Check 1: Deployment Status

Our stating point is the Dynamics 365 App for Outlook administration section within Settings. You have probably already added the App from there. Check now the Status, that will give you some useful information:

ramontebar_blog_Add Dynamics 365 App for Outlook in Settings - Deployment Status

If the Status is Pending, remember it may take up to 15 minutes to be deployed.

If there was a deployment issue, you would get a red message with some error information.

Re-add the app for the failing user, that should fix the issue. Otherwise, carry on with the next check.

Check 2: Basic configuration

The first thing you may have already looked at is this Microsoft Dynamics 365 App for Outlook Deployment guide . I won’t repeat what is in there, but basically you want to review these points carefully again:

  • Does the user got the right Security Role and required privileges?
  • Has the user mailbox been configured correctly?
    • Server-Side Synchronization should be enabled (Outgoing Email not required)
  • Has the user mailbox “Test & Enable” successfully? You should see the “Success” status as below.

ramontebar_blog_User Mailbox

Even if you think you have already done those correctly, review and run them again, sometimes it will just work.

Check 3: User Mailbox Alerts

The new Dynamics Outlook App relies on Server-Side Sync (SSS) to track the corresponding records. This is the reason why the Mailbox Alerts become very important and many times the error messages in there may give you the clue to fix the problem.

ramontebar_blog_Dynamics User Mailbox Alerts

Click on “Test & Enable Mailbox” again and confirm you are getting the same Mailbox Alerts. Otherwise, it may actually sort out the issue.

Check 4: Manage Outlook Add-ins

In your Outlook desktop application, you will find a Manage Add-ins when you click on File in the main menu:

ramontebar_blog_Manage Outlook Add-ins

This “Manage Add-ins” button will take you to the following URL which allows you to manage the Web Add-ins for Outlook:

https://outlook.office.com/owa/?path=/options/manageapps

In there you will be able to confirm what is the Dynamics organisation where the Outlook App is pointing to and its version number. Make sure it is what you were expecting and it is not pointing to a different environment.

In this portal, you can also Uninstall the Dynamics App using the “-” button, see the following screenshot:

ramontebar_blog_Manage Web Outlook Add-ins

Try to uninstall the app and then add it again as we saw in the Check 1.

Check 5: Delete all emails from draft and deleted folder

  1. Close all open emails in Outlook.
  2. Delete all Draft emails by navigating to draft folder.
  3. Delete all emails from Deleted items folder.
  4. Now navigate to your Dynamics instance.
  5. Open the User mailbox and click on “Test and Enable Mailbox”.
  6. Check the Box “Sync items with exchange
  7. Wait till you receive the “Success” message for both emails and appointments (if you enabled both).
  8.  Once you receive the Success message, deploy/add the App again for the corresponding user.
  9. This should resolve the issue.

Check 6: “Approve Email” by Global 365 Administrator

Initially, this “Approve Email” is only required for sending emails out, which is not a requisite for enabling the Dynamics Outlook App. However, we have noticed this can also help in some cases. Please follow these steps:

  1. Open the User mailbox.
  2. Check if the below message is displayed on the mailbox: “Email won’t be processed for this mailbox until the email address of the mailbox is approved by an Office 365 administrator…
  3. If yes, Ask Office 365 Administrator to Approve the email processing by clicking on “Approve email” button.
  4. Once this is approved by office 365 Administrator then Open the User mailbox and click on “Test and Enable Mailbox”.
  5. Check the box “Sync items with exchange
  6. Wait till you receive the “Success” message for both emails and appointments.
  7.  Once you receive the Success message, deploy/add the app again.
  8. This should resolve the issue.

Check 7: Accept conflicts from Mailbox

  1. Go back to the User mailbox and navigate to Alerts.
  2. Delete all alerts by clicking on Delete button.
  3. Check if there are any Scheduling conflicts exists.
  4. If Yes, accept them (click Yes) one by one.
  5. Now click on “Test and Enable Mailbox”.
  6. Check the Box “Sync items with exchange
  7. Wait till you receive the “Success” message for both emails and appointments.
  8.  Once you receive the Success message, deploy/add the app again.
  9. This should resolve the issue.

ramontebar_blog_Dynamics Outlook App_Mailbox Alert_Scheduling conflict

Check 8: Use “EWS Editor For Dynamics 365” tool

This utility allows you to retrieve Microsoft Exchange emails and inspect their Dynamics 365 properties (e.g. crmid, crmLinkState) for those emails that have been tracked.

You can find this utility here:

https://github.com/DJB9k/EWS-Editor-for-D365

This utility was the one that helped us to resolve the issue ExchangeError:UnknownIncomingEmailIntegrationError.

Since you should be already bored of reading this article 🙂 , I’ll give you a break and I’ll show you more things about this tool in my next post that I’ll publish very soon.

**Credits: Thanks to my colleague Narendra for helping me to put this content together.

About Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

Posted on November 23, 2017, in Dynamics 365, Dynamics Outlook App, Microsoft Exchange, Server-Side Sync and tagged , , , , , , , . Bookmark the permalink. Leave a comment.

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