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 http://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:

§ http://www.microsoft.com/downloads/en/details.aspx?FamilyID=a4c4c297-5df5-4233-af93-9f488d63805b&displaylang=en

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