Dynamics 365 App for Outlook Widget Troubleshoot - Dynamics ATS User Guide - 1

1. Getting Started
- 1.1. Index
2. Candidates
- 2.1. Create a Candidate Profile
- 2.2. Create Multiple Candidate Profiles
  - 2.2.1. Create Multiple Candidate Profiles from Spreadsheet
  - 2.2.2. Import/Parse From Folder
- 2.3. Update Candidates’ Information
- 2.4. Duplicated Candidates’ Profiles
- 2.5. Candidates’ Information
- 2.6. Send a Message to a Partner Portal User
  - 2.6.1. Send a Message with Contact File to a Partner Portal User
  - 2.6.2. Send a Message with Application File to a Partner Portal User
- 2.7. Send a Message to a Candidate Portal User
  - 2.7.1. Send a File to a Candidate Portal User
- 2.8. Send an Email to a Candidate
  - 2.8.1. Create an Email using Copilot
  - 2.8.2. Create an Email using AI
3. Opportunities (or Jobs)
- 3.1. Creating Jobs
  - 3.1.1. Create a Job Description with AI
    - 3.1.1.1. Create a Job Description from a Template
    - 3.1.1.2. Create a Job Description from a Document
  - 3.1.2. Create interviews questions
- 3.2. Share an Opportunity
- 3.3. View Applications for an Opportunity or Job
  - 3.3.1. View Applications in Kanban View
  - 3.3.2. AI-Generated Applicant Evaluation Summary
- 3.4. Discover automatic suggestions for jobs or opportunities
4. Projects
- 4.1. Create a New Project
- 4.2. Share a Project
- 4.3. Add screening questions to a webform – Projects
- 4.4. View Project Applications
  - 4.4.1. Manage Projects Using Kanban View
5. Applications
- 5.1. Create an Application from Candidate Profile
- 5.2. View Application Information in Kanban Cards
  - 5.2.1. Managing Applications from Kanban Cards
- 5.3. Managing Applications
- 5.4. Invite an Applicant to the Candidate Portal
6. Searching Candidates
- 6.1. Boolean Search
- 6.2. Semantic Search
- 6.3. Advanced Find
- 6.4. Manage results of searches
7. Pools
- 7.1. Create a New Pool
  - 7.1.1. Create a New Pool from a Power Search
  - 7.1.2. Create a New Pool from a candidate list
- 7.2. Add a candidate to a pool
- 7.3. Managing Pools
8. Submissions – Share Pre-Screened Candidates
- 8.1. Create a Submission
  - 8.1.1. Create a Submission from a Candidate Profile
  - 8.1.2. Create a Submission from a Power Search Result
- 8.2. Sharing Pre-Screened Candidates through Hiring Manager Portal
  - 8.2.1. Share an update to the Hiring Manager Portal
- 8.3. View Submissions sent through the Partner Portal
- 8.4. Managing Submissions
9. Placements
- 9.1. Timesheet
- 9.2. Synchronize a Placement with Paylocity
- 9.3. Synchronize a Placement with ADP
- 9.4. Synchronize a Placement with UKG
- 9.5. Synchronize a Placement with UKG Ready
- 9.6. View Placements in Kanban Cards
10. Time & Expense
- 10.1. Set Up the Timesheet Approvers
- 10.2. Timesheet Week & Entry Type Settings
- 10.3. Configure Available Pay Rates
- 10.4. Approve or Reject Time Entries
- 10.5. Submitting and Managing Timesheets in the Candidate Portal
  - 10.5.1. Track Timesheet Approvals and Send Manager Notifications
- 10.6. Submitting and Managing Expenses in the Candidate Portal
11. Candidate Portal
- 11.1. Register to the Candidate Portal
- 11.2. Dashboard
- 11.3. Jobs
- 11.4. My Profile
- 11.5. Time Entry
  - 11.5.1. Approvals
  - 11.5.2. Expenses
- 11.6. Notifications
12. Hiring Manager Portal (or Client Portal)
- 12.1. Create a New Job
- 12.2. Review Jobs
- 12.3. Review the applications
13. Partner Portal
- 13.1. Dashboard
- 13.2. Jobs
  - 13.2.1. Submit a Candidate with a web form
- 13.3. Candidates
  - 13.3.1. Edit candidate’s information
  - 13.3.2. Create a Candidate Profile
- 13.4. Users
  - 13.4.1. Add New User
  - 13.4.2. Download a User File
- 13.5. Applications
- 13.6. Update profile information
- 13.7. Notifications in the Partner Portal
14. Configurations
- 14.1. ATS Users
- 14.2. Super User/ Sys Admin
- 14.3. Microsoft Dynamics Admin
15. Videos
- 15.1. ATS User Videos
- 15.2. Super User / Sys Admin Videos
- 15.3. Microsoft Dynamics Admin

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Issue: The Dynamics 365 App for Outlook stopped working. It says that set regarding and track options have been disabled.

Recommended solutions

Dynamics 365 App for Outlook leverages Server-Side Synchronization to keep your Exchange items in sync with Dynamics 365. For example, if you track a meeting in Outlook, App for Outlook relies on Server-Side Synchronization to create the activity in Dynamics 365 and keep the two items in sync.

If we recognize that Server-Side Synchronization is inactive on your mailbox, we will not be able to provide the ability for you to track and set regarding on emails and appointments.

With this updated, instead of blocking you from using App for Outlook, we are providing the ability for you to view your Dynamics 365 information like accounts, contacts, and activities. You can continue to create, update, and manage your information since they are not related to synchronization.

To fix issues with Server-Side Synchronization, contact your administrator, who can view the status of the service and take necessary steps to address the issue.

Additional possible cause

One other potential cause of this message is if the email address in Dynamics 365 does not match the Primary SMTP address in Microsoft Exchange. For example: If a user’s mailbox in Dynamics 365 has the email address value of John@contoso.com but the primary SMTP address in Exchange is John@contoso.com, that would also cause this symptom. Update the email address in Dynamics 365 to match the primary STMP email address in Exchange. When viewing the properties of a mailbox in Exchange, the primary SMTP email address is the one that appears in bold.

After necessary steps are taken to make sure SSS is enabled and email address in Dynamics 365 to match the primary STMP email address in Exchange :

Close Outlook.
Open File Explorer and navigate to: %localappdata%\Microsoft\Office\16.0\Wef (Note: The file path may vary based on the Office version, with ‘16.0’ folder above).
Either delete or rename the ‘webview2’ folder (e.g., rename it to ‘webview2_old’).
Open Outlook and launch the app.

Additional Links:

Troubleshoot Dynamics 365 App for Outlook – Dynamics 365 Sales | Microsoft Learn
Track and Set Regarding options miss – Dynamics 365 Sales | Microsoft Learn
Buttons such as Track and Set Regarding are missing – Dynamics 365 Sales | Microsoft Learn

15.3.11. Dynamics 365 App for Outlook Widget

15.3.11.2. How to Track and Set Regarding

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