Share via

CRM Outlook Client - Configure Multiple Organizations

  • Article

Original Article

One of the great improvements in the CRM Outlook Client is the ability to configure multiple Organizations.  Here is a quick walkthrough:

Select Start, All Programs, Microsoft Dynamics CRM 2011, Configuration Wizard

http://edwardsdna.files.wordpress.com/2011/08/image_thumb.png?w=180&h=324

select the Add button from the right navigation window

http://edwardsdna.files.wordpress.com/2011/08/outlook-wizard-1_thumb.png?w=404&h=303

Enter the new server URL that you would like to add and select Test Connection.  Enter your server URL and credentials.  I am using a CRM Online server URL for this example so I entered the CRM Online server URL and my Live ID login and password.

http://edwardsdna.files.wordpress.com/2011/08/outlook-wizard2_thumb.jpg?w=404&h=303

Select Ok and the Organization Name will populated.  Give the Organization a new Display name that will help you understand which CRM Organization it is and select the Synchronize with this Organization if you want the CRM Outlook Client to use this Organization as the one to synchronize CRM Outlook related data (e-mail, tasks, appointments, Contacts, etc.).  If no, leave the box unchecked and select Ok and Close.

At this point, the CRM Outlook Client will Initialize the new Organization and you will see the new Organization listed in your left navigation menu folders when you start Outlook.

http://edwardsdna.files.wordpress.com/2011/08/outlook-wizard-4_thumb.jpg?w=404&h=272

[[Configure and Customize Microsoft Dynamics CRM|Return to Configure and Customize Microsoft Dynamics CRM]]