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Install CRM for Outlook

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Applies To: Dynamics CRM 2013

The main application interface of Microsoft Dynamics CRM for Microsoft Office Outlook resides in Outlook. You can access it by using the Outlook shortcut bars, ribbon, and folder navigation. Installing CRM for Outlook also creates a toolbar in Outlook and a folder in the structure of the user's mailbox.

To set up CRM for Outlook on a user’s computer, perform the following installation and configuration tasks:

  1. Install CRM for Outlook. To complete this task, run the SetupClient.exe file in the appropriate folder on the installation media. For more information, see Task 1: Install Microsoft Dynamics CRM for Outlook later in this topic.

  2. Configure CRM for Outlook. To complete this task, run the CRM for Outlook Configuration Wizard. For more information, see Task 2: Configure Microsoft Dynamics CRM for Outlook. You can run the Configuration Wizard either right after the installation finishes or at a later time.

    Note

    The Configuration Wizard starts automatically the first time you run Outlook after you install CRM for Outlook.

For information about how to install CRM for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics CRM for Outlook using a command prompt.

Important

Running CRM for Outlook on a computer that is running Microsoft Exchange Server isn’t supported.

In This Topic

Task 1: Install Microsoft Dynamics CRM for Outlook

Task 2: Configure Microsoft Dynamics CRM for Outlook

Task 1: Install Microsoft Dynamics CRM for Outlook

Use this procedure to install CRM for Outlook. You can add offline capability for the user either during this installation or at a later time.

  1. Meet the CRM for Outlook requirements specified in Microsoft Dynamics CRM for Outlook hardware requirements and Microsoft Dynamics CRM for Outlook software requirements in the Planning Guide.

  2. Log on to the computer as Local Administrator.

  3. Best practice: Make sure that the latest Microsoft Office updates are installed including all security updates. To verify, visit Microsoft Update.

  4. Locate and run the appropriate installation file:

    • To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture (32-bit or 64-bit) of Microsoft Office that you’ve installed:

      • ... \Client\amd64 for 64-bit

      • ... \Client\i386 for 32-bit

    • To install from the web, go to Microsoft Dynamics CRM 2013 for Microsoft Office Outlook (Outlook Client) and then download and run the executable file that matches the architecture of Microsoft Office that you’ve installed.

    • To install from the Microsoft Dynamics CRM web application, click or tap Get CRM for Outlook on the message bar. If you see any dialog boxes titled Security Warning, click or tap Run in each.

      The Microsoft Dynamics CRM 2013 for Microsoft Office Outlook Setup wizard starts.

  5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click or tap Next.

  6. If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click or tap Next.

    Note

    Microsoft releases improvements to CRM for Outlook as software updates. If you choose Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.

  7. Click or tap either Install Now or Options.

    • To install CRM for Outlook with offline capability, click or tap Options, select Offline Capability on the Customize Installation page, and then click or tap Install Now. Although offline capability lets you run Microsoft Dynamics CRM without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics CRM for Outlook hardware requirements.

    • To install CRM for Outlook without offline capability, click or tap Install Now.

    Important

    If you don’t install offline capability at this point, the user will initially have no offline capability. If you choose Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.

    The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

  8. On the completion page of the Microsoft Dynamics CRM 2013 for Microsoft Office Outlook Setup wizard, click or tap Close.

Task 2: Configure Microsoft Dynamics CRM for Outlook

After CRM for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed CRM for Outlook, the Configuration Wizard starts automatically.

Note

If you don’t want to configure CRM for Outlook immediately after you install it, click or tap Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain there until you configure CRM for Outlook.

If the Configuration Wizard doesn’t start automatically, you can start it as described in the first procedure that follows. The second procedure gives information about how to use a script to configure multiple client computers.

  1. Start the Configuration Wizard: On the Start screen, click or tap Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics CRM, and then click Configuration Wizard. Alternatively, click or tap Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Outlook.

  2. For Server URL, choose the option appropriate for you.

    • To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list, click or tap the down arrow arrow_down_gray_v4, and then click or tap CRM Online.

    • To connect to Microsoft Dynamics CRM (on-premises), there are two types of URLs.

      Note

      • For internal deployments, type the Microsoft Dynamics CRM server or discovery service URL for Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555.

      • To connect to Microsoft Dynamics CRM (on-premises) over the Internet, use the discovery service URL with this format: https://dev.crmserver.contoso.com.

      Check with your system administrator for the exact URL.

  3. Click or tap Test Connection. This populates the Organization Information list.

    If you’re prompted for credentials, select from the following options.

    • For a Microsoft Dynamics CRM Online organization…

      • Connecting through Office 365, enter your Microsoft Online Services user name and password, and then click or tap OK. This information should have been sent to you in email when your account was added.

      • Connecting by using an earlier online services platform, enter your Microsoft account (formerly Windows Live ID) and password, and then click or tap OK. This information should have been sent to you in email when your account was added.

    • For Microsoft Dynamics CRM (on-premises), you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.

    Click or tap OK.

  4. For Organization, verify the Microsoft Dynamics CRM organization in the Organization list that you want to connect to, and then click or tap OK.

    The organization is initialized.

    Click or tap Close.

  5. If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

Note

To configure CRM for Outlook automatically from the command line, in quiet mode, or using a script, see Step 2: Configure Active Directory.

See Also

Install CRM for Outlook for Microsoft Dynamics CRM 2013
Upgrade Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM 2013 for Outlook