Merge pull request #8249 from simonxjx/dynamics-outlook

lucciz01 · web-flow · commit 294c947ae483 · 2025-02-19T14:01:00.000+08:00
AB#3996: Migrate Dynamics 365 App for Outlook (15 articles) to Dataverse
diff --git a/.openpublishing.redirection.json b/.openpublishing.redirection.json
@@ -12695,6 +12695,66 @@
     {
       "source_path": "support/mem/configmgr/update-management/wsus-not-sync-with-certificate-error-800b0109.md",
       "redirect_url": "/previous-versions/troubleshoot/configmgr/wsus-not-sync-with-certificate-error-800b0109"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/app-does-not-appear-within-outlook.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/app-does-not-appear-within-outlook"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/current-user-role-not-have-required-permissions.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/current-user-role-not-have-required-permissions"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/errors-when-opening-365-app-outlook.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/errors-when-opening-365-app-outlook"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/error-when-installing-crm-2016-outlook.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/error-when-installing-crm-2016-outlook"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/experience-without-server-side-synchronization.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/experience-without-server-side-synchronization"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/new-forms-formatted-incorrectly.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/new-forms-formatted-incorrectly"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/something-went-wrong-during-sign.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/something-went-wrong-during-sign"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/something-went-wrong-during-sign-in.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/something-went-wrong-during-sign-in"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/the-authentication-was-not-successful.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/the-authentication-was-not-successful"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/the-given-key-was-not-present-in-dictionary.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/the-given-key-was-not-present-in-dictionary"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/this-organization-has-already-been-configured-error-when-connecting.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/this-organization-has-already-been-configured-error-when-connecting"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/track-set-regarding-options-miss.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/track-set-regarding-options-miss"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/troubleshoot-dynamics-365-app-outlook.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/troubleshoot-dynamics-365-app-outlook"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/we-cannot-load-this-app.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/we-cannot-load-this-app"
+    },
+    {
+      "source_path": "support/dynamics-365/sales/your-device-is-currently-unsupported.md",
+      "redirect_url": "/troubleshoot/power-platform/dataverse/d365-app-outlook/your-device-is-currently-unsupported"
     }
   ]
 }
diff --git a/support/dynamics-365/sales/toc.yml b/support/dynamics-365/sales/toc.yml
@@ -116,38 +116,6 @@
   items:
     - name: Error 8004f016 when importing contact-lead AttributeMap
       href: error-code-8004f016-when-importing-contact-lead-attributemap.md
-- name: Dynamics 365 client for Outlook
-  items:
-    - name: App for Outlook doesn't appear within Outlook
-      href: app-does-not-appear-within-outlook.md
-    - name: Can't load this app because email account isn't configured
-      href: we-cannot-load-this-app.md
-    - name: Error when installing CRM 2016 for Outlook
-      href: error-when-installing-crm-2016-outlook.md
-    - name: Errors when opening App for Outlook
-      href: errors-when-opening-365-app-outlook.md
-    - name: Experience without Server-Side Synchronization
-      href: experience-without-server-side-synchronization.md
-    - name: New Forms are formatted incorrectly or don't appear
-      href: new-forms-formatted-incorrectly.md
-    - name: Something went wrong during sign-in when accessing App for Outlook
-      href: something-went-wrong-during-sign.md
-    - name: Something went wrong during sign-in when using App for Outlook
-      href: something-went-wrong-during-sign-in.md
-    - name: The authentication was not successful
-      href: the-authentication-was-not-successful.md
-    - name: The given key wasn't present in the dictionary
-      href: the-given-key-was-not-present-in-dictionary.md
-    - name: This organization has already been configured
-      href: this-organization-has-already-been-configured-error-when-connecting.md
-    - name: Track and Set Regarding options are missing
-      href: track-set-regarding-options-miss.md
-    - name: Troubleshoot App for Outlook
-      href: troubleshoot-dynamics-365-app-outlook.md
-    - name: User role doesn't have required permissions
-      href: current-user-role-not-have-required-permissions.md
-    - name: Your device is currently unsupported
-      href: your-device-is-currently-unsupported.md
 - name: Dynamics 365 Server
   items:
     - name: Can't connect to the Dynamics 365 server
diff --git a/support/power-platform/dataverse/d365-app-outlook/app-does-not-appear-within-outlook.md b/support/power-platform/dataverse/d365-app-outlook/app-does-not-appear-within-outlook.md
@@ -4,6 +4,7 @@ description: Provides a solution to an issue where the app doesn't appear within
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 01/31/2023
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Microsoft Dynamics 365 App for Outlook doesn't appear within Outlook
 
@@ -53,7 +54,7 @@ Dynamics 365 App for Outlook is an Outlook Add-in. Some email types such as encr
 Access Dynamics 365 as a user with the System Administrator role. Navigate to **Settings**, and then select Dynamics 365 App for Outlook. Select the user in the list and then select **Add App To Outlook**.
 
 > [!NOTE]
-> It may take up to 15 minutes to complete. If the user doesn't appear in this list, see [A user does not appear in the All Eligible Users list within the Dynamics 365 App for Outlook area](a-user-disappears-all-eligible-users.md).
+> It may take up to 15 minutes to complete. If the user doesn't appear in this list, see [A user does not appear in the All Eligible Users list within the Dynamics 365 App for Outlook area](../../../dynamics-365/sales/a-user-disappears-all-eligible-users.md).
 
 After the status shows as **Added to Outlook**, close and reopen Outlook.
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/current-user-role-not-have-required-permissions.md b/support/power-platform/dataverse/d365-app-outlook/current-user-role-not-have-required-permissions.md
@@ -4,6 +4,7 @@ description: Fixes an issue in which you can't open Microsoft Dynamics 365 App f
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # "We are unable to show Dynamics 365 App for Outlook because current user role does not have required permissions" error occurs in Microsoft Dynamics 365 App for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/error-when-installing-crm-2016-outlook.md b/support/power-platform/dataverse/d365-app-outlook/error-when-installing-crm-2016-outlook.md
@@ -4,6 +4,7 @@ description: Provides a solution to an error that occurs when you try to install
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Your version of Microsoft Dynamics CRM for Outlook isn't supported for upgrading to CRM 2016 for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/errors-when-opening-365-app-outlook.md b/support/power-platform/dataverse/d365-app-outlook/errors-when-opening-365-app-outlook.md
@@ -4,6 +4,7 @@ description: Troubleshooting errors when attempting to open Dynamics 365 App for
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Troubleshooting errors when attempting to open Microsoft Dynamics 365 App for Outlook
 
@@ -81,4 +82,4 @@ If you're unable to resolve the issue and need help from Microsoft, include the
 1. User Impact  
     Indicate if the issue occurs for all users, or only certain users such as only users with a certain security role or only users with a certain version of Outlook.
 
-[!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]
+[!INCLUDE [Third-party disclaimer](../../../includes/third-party-disclaimer.md)]
diff --git a/support/power-platform/dataverse/d365-app-outlook/experience-without-server-side-synchronization.md b/support/power-platform/dataverse/d365-app-outlook/experience-without-server-side-synchronization.md
@@ -4,6 +4,7 @@ description: Describes Dynamics 365 App for Outlook experience without Server-Si
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Microsoft Dynamics 365 App for Outlook experience without Server-Side Synchronization
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/media/experience-without-server-side-synchronization/notification.png b/support/power-platform/dataverse/d365-app-outlook/media/experience-without-server-side-synchronization/notification.png
diff --git a/support/power-platform/dataverse/d365-app-outlook/new-forms-formatted-incorrectly.md b/support/power-platform/dataverse/d365-app-outlook/new-forms-formatted-incorrectly.md
@@ -4,6 +4,7 @@ description: Provides a solution to an issue where new forms are formatted incor
 ms.reviewer: debrau
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # New Forms are formatted incorrectly or don't appear when working offline in the Microsoft Dynamics CRM Outlook client after applying the December 2012 Service Update
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/something-went-wrong-during-sign-in.md b/support/power-platform/dataverse/d365-app-outlook/something-went-wrong-during-sign-in.md
@@ -4,6 +4,7 @@ description: Fixes an issue in which you get the Something went wrong during sig
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # "Something went wrong during sign-in" error using Microsoft Dynamics 365 App for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/something-went-wrong-during-sign.md b/support/power-platform/dataverse/d365-app-outlook/something-went-wrong-during-sign.md
@@ -4,6 +4,7 @@ description: Provides a solution to an error that occurs when you access the Mic
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Something went wrong during sign-in error message displays when you access the Microsoft Dynamics 365 App for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/the-authentication-was-not-successful.md b/support/power-platform/dataverse/d365-app-outlook/the-authentication-was-not-successful.md
@@ -4,6 +4,7 @@ description: Provides a solution to an error that occurs when you try to use the
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Sorry, the authentication was not successful error occurs in Microsoft Dynamics 365 App for Outlook
 
@@ -75,4 +76,4 @@ If the issue occurs in Outlook Web Access, open the settings for your browser to
 > [!NOTE]
 > Some browsers allow you to block 3rd party cookies but add specific URLs to a list of allowed sites.
 
-[!INCLUDE [Third-party disclaimer](../../includes/third-party-disclaimer.md)]
+[!INCLUDE [Third-party disclaimer](../../../includes/third-party-disclaimer.md)]
diff --git a/support/power-platform/dataverse/d365-app-outlook/the-given-key-was-not-present-in-dictionary.md b/support/power-platform/dataverse/d365-app-outlook/the-given-key-was-not-present-in-dictionary.md
@@ -4,6 +4,7 @@ description: Provides a solution to an error that occurs when you track an email
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # The given key was not present in the dictionary error occurs when you track an email in Microsoft Dynamics 365 for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/this-organization-has-already-been-configured-error-when-connecting.md b/support/power-platform/dataverse/d365-app-outlook/this-organization-has-already-been-configured-error-when-connecting.md
@@ -4,6 +4,7 @@ description: You may receive this organization has already been configured this
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # This organization has already been configured error when connecting Microsoft Dynamics CRM for Office Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/track-set-regarding-options-miss.md b/support/power-platform/dataverse/d365-app-outlook/track-set-regarding-options-miss.md
@@ -4,6 +4,7 @@ description: Provides a solution to an issue where the Track and Set Regarding o
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Track and Set Regarding options are missing in Microsoft Dynamics 365 App for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/troubleshoot-dynamics-365-app-outlook.md b/support/power-platform/dataverse/d365-app-outlook/troubleshoot-dynamics-365-app-outlook.md
@@ -3,6 +3,7 @@ title: Troubleshoot Dynamics 365 App for Outlook
 description: Troubleshooting Dynamics 365 App for Outlook.
 ms.reviewer: 
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # Troubleshooting Microsoft Dynamics 365 App for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/we-cannot-load-this-app.md b/support/power-platform/dataverse/d365-app-outlook/we-cannot-load-this-app.md
@@ -4,6 +4,7 @@ description: Describes an error that occurs when you try to open the Dynamics 36
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # We can't load this app because your email account isn't configured with Dynamics 365 server-side sync for incoming email error occurs in Microsoft Dynamics 365 App for Outlook
 
diff --git a/support/power-platform/dataverse/d365-app-outlook/your-device-is-currently-unsupported.md b/support/power-platform/dataverse/d365-app-outlook/your-device-is-currently-unsupported.md
@@ -4,6 +4,7 @@ description: Provides a solution to an error that occurs when you select the Dyn
 ms.reviewer: 
 ms.topic: troubleshooting
 ms.date: 03/31/2021
+ms.custom: sap:Dynamics 365 App for Outlook Add-In
 ---
 # "Your device is currently unsupported" when accessing the Dynamics 365 App for Outlook
 
diff --git a/support/power-platform/dataverse/toc.yml b/support/power-platform/dataverse/toc.yml
@@ -18,6 +18,38 @@
       href: dataverse-web-api-and-sdk/dataverse-records-missing-required-fields.md
     - name: Web API client errors
       href: dataverse-web-api-and-sdk/web-api-client-errors.md
+- name: Dynamics 365 App for Outlook
+  items:
+    - name: App for Outlook doesn't appear within Outlook
+      href: d365-app-outlook/app-does-not-appear-within-outlook.md
+    - name: Can't load this app because email account isn't configured
+      href: d365-app-outlook/we-cannot-load-this-app.md
+    - name: Error when installing CRM 2016 for Outlook
+      href: d365-app-outlook/error-when-installing-crm-2016-outlook.md
+    - name: Errors when opening App for Outlook
+      href: d365-app-outlook/errors-when-opening-365-app-outlook.md
+    - name: Experience without Server-Side Synchronization
+      href: d365-app-outlook/experience-without-server-side-synchronization.md
+    - name: New Forms are formatted incorrectly or don't appear
+      href: d365-app-outlook/new-forms-formatted-incorrectly.md
+    - name: Something went wrong during sign-in when accessing App for Outlook
+      href: d365-app-outlook/something-went-wrong-during-sign.md
+    - name: Something went wrong during sign-in when using App for Outlook
+      href: d365-app-outlook/something-went-wrong-during-sign-in.md
+    - name: The authentication was not successful
+      href: d365-app-outlook/the-authentication-was-not-successful.md
+    - name: The given key wasn't present in the dictionary
+      href: d365-app-outlook/the-given-key-was-not-present-in-dictionary.md
+    - name: This organization has already been configured
+      href: d365-app-outlook/this-organization-has-already-been-configured-error-when-connecting.md
+    - name: Track and Set Regarding options are missing
+      href: d365-app-outlook/track-set-regarding-options-miss.md
+    - name: Troubleshoot App for Outlook
+      href: d365-app-outlook/troubleshoot-dynamics-365-app-outlook.md
+    - name: User role doesn't have required permissions
+      href: d365-app-outlook/current-user-role-not-have-required-permissions.md
+    - name: Your device is currently unsupported
+      href: d365-app-outlook/your-device-is-currently-unsupported.md
 - name: Environment and app access issues
   items:
     - name: Troubleshoot user access issues for different environments
