A conflict with the Microsoft Edge backend will prevent users from sending emails using the desktop version of Outlook if the CRM Outlook Online add-in is enabled for the Microsoft 365 integration.
Apply this fix if all the following applies to you:
- Your firm is using the Microsoft 365 integration with AE CRM.
- You have installed the Outlook Online CRM add-in.
- You want to continue to use the locally-installed version of Outlook to send emails.
To resolve this issue, the compatibility mode for MS Edge must be adjusted.
Caution! This fix must be re-applied any time that Edge is updated through a Windows update. Microsoft 365 Admins may prevent this and make the below fix permanent. From the Microsoft 365 Apps Admin Center (
https://config.office.com) go to
Customization > Device Configuration > Modern Apps Settings. Select Microsoft Edge WebView2 and then clear
Enable automatic installation of WebView2 Runtime.
Setting Edge Compatibility Mode
- In Windows Explorer, navigate to C:\Program Files (x86)\Microsoft\EdgeWebView\Application\[Edge Version]\. (The [Edge Version] part of the path will vary based on the latest update numbers.)
- Scroll to or search for "msedgewebview2.exe" (The ".exe" may not show depending on your explorer settings).
- Right click this file and select Properties.
- Select the Compatibility tab.
- Click Change settings for all users.
- Select Run this program in compatibility mode for: and set the drop-down to Windows 8.
- Click OK on each pop-up.
If Outlook is running, close and relaunch it to apply the fix.