Install guidance for the CRM Online Outlook Plug-In for CRM Online 2011
Setup method #1
§ Download the Outlook plug in from within your CRM Online subscription website. ( If you don’t see the option to "download the Outlook Client" available in a yellow bar of your browser move to setup method #2 below.)
o This will look at what version of OS and Office you are running and download the correct version.
o Choose to save to your desktop.
o Close Outlook if running.
o Right click and choose "run as administrator" if possible.
§ After install click "Start" – "Programs" – "Microsoft Dynamics folder" – "Configuration Wizard".
§ Click drop down and choose “CRM Online”.
§ Click "test connection".
§ Click "change user".
§ Enter your credentials for CRM Online.
§ When this completes open Outlook and wait a minute for synchronization.
Setup method #2
§ Un-install any previous CRM for Outlook client via add/remove programs in Control Panel.
§ Determine if you are running Office 32 or 64 bit. In Outlook 2010 you can check this by clicking "File" - "Help" and it will be listed on the right side.
§ Download new CRM for Outlook client here www.microsoft.com/downloads/en/details.aspx?FamilyID=22dc423a-7194-491e-a169-6ace16bfdd36&displaylang=en to your desktop.
§ Right click and choose "run as administrator" if possible.
§ After install click "Start" – "Programs" – "Microsoft Dynamics folder" – "Configuration Wizard".
§ Click drop down and choose “CRM Online”.
§ Click "test connection".
§ Click "change user".
§ Enter yout credentials for CRM Online.
§ When this completes open Outlook and wait a minute for synchronization.
Detailed Overview:
Troubleshooting
§ If Quick Overview installs steps don’t work. Reference “Detailed Overview” steps above.
§ Email hqdynts@mircrosoft.com
Patrick Anderson
CRM Technology Specialist, Microsoft Corporation
Comments
Anonymous
March 14, 2011
Thanks Patrick. When I run the install it fails when it is trying to install the Live ID Sign-In Assistant. I am unable to uninstall the 2 copies of the Sign-In Assitant on my machine. Yes for some reason there is two different versions. Do you know of any registry changes to get round this issue?Anonymous
June 21, 2011
The comment has been removedAnonymous
June 28, 2011
Would you see any impact regarding the outlook plug-in when CRM online customers go from Live-Id´s to AD FS as method of autentication?Anonymous
August 11, 2011
Hi Andreas, we are all looking forward to ADFS authentication coming very soon. Once this is released we will know what configuration changes will need to happen for existing deployments but its too early to guess what the exact steps will be.Anonymous
November 30, 2011
The link above for the new CRM Outlook client is brokenAnonymous
August 23, 2012
The comment has been removedAnonymous
May 07, 2013
This is the current and correct download page (confirmed to work with CRM Online and Outlook 2013): www.microsoft.com/.../details.aspx