Microsoft Dynamics CRM 2011 for Outlook Installation Instructions

This section applies to Microsoft Dynamics CRM Online and on-premises versions of Microsoft Dynamics CRM 2011. Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Microsoft Outlook as the Microsoft Dynamics CRM Web client. Microsoft Dynamics CRM for Outlook is targeted at Microsoft Dynamics CRM users who need access to CRM data while they are using the familiar Outlook application.


For information about how to plan Microsoft Dynamics CRM for Outlook deployments, see Planning Deployment for Microsoft Dynamics CRM 2011 in the Planning Guide.

For information about using Microsoft Group Policy to deploy Microsoft Dynamics CRM for Outlook, see Deploy Microsoft Dynamics CRM for Outlook by using Group Policy in the Planning Guide.

After you install and configure Microsoft Dynamics CRM for Outlook, an individual user can use it to access Microsoft Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate logon account and is a valid Microsoft Dynamics CRM user), you must configure Microsoft Dynamics CRM for Outlook by running Microsoft Dynamics CRM for Outlook configuration for each user.


To install or upgrade Microsoft Dynamics CRM for Outlook, you must have administrator permissions on the computer where you perform the installation or upgrade steps. The exception to this is when you install an update from Microsoft Update, in which case administrator privileges are not required. You can install Microsoft Dynamics CRM for Outlook with offline capability. A user who has this capability installed can access Microsoft Dynamics CRM data when they are not connected to the LAN. You can add offline capability at either of the following times:

  • During installation of Microsoft Dynamics CRM for Outlook.

  • After installation has completed. In this case, a user can add offline capability by clicking Go Offline in Microsoft Outlook. This starts the installation of additional required components and stores a copy of the user’s Microsoft Dynamics CRM data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.


    Although multiple users can share a computer that uses Microsoft Dynamics CRM for Outlook, only one user can go offline on that computer.

In This Section

See Also

Other Resources

Microsoft Dynamics CRM 2011 E-mail Router Installation Instructions
Download: Microsoft Dynamics CRM 2011 for Microsoft Office Outlook (Outlook Client)

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