Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed
This section applies to Microsoft Dynamics CRM Online and on-premises versions of Microsoft Dynamics CRM 2011. The main application interface of Microsoft Dynamics CRM for Outlook resides in Microsoft Outlook. You can access it by using the Microsoft Outlook shortcut bars, ribbon, and folder navigation. Installing Microsoft Dynamics CRM for Outlook also creates a toolbar in Microsoft Outlook and a folder in the structure of the user's mailbox.
To set up Microsoft Dynamics CRM for Outlook on a user’s computer, perform the following installation and configuration tasks:
Install Microsoft Dynamics 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 below.
Configure Microsoft Dynamics CRM for Outlook. To complete this task, run the Microsoft Dynamics 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 Microsoft Outlook after you install Microsoft Dynamics CRM for Outlook.
Configure user email settings. To complete this task, configure the incoming email and outgoing email options for the user. You do this by using the User form in the Microsoft Dynamics CRM web application. By default, Microsoft Dynamics CRM for Outlook is selected as both the incoming and outgoing email access type. For more information, see Task 3: Configure user email settings below.
Task 1: Install Microsoft Dynamics CRM for Outlook
Use this procedure to install Microsoft Dynamics CRM for Outlook. You can add offline capability for the user either during this installation or at a later time.
Important
Running Microsoft Dynamics CRM for Outlook on a computer that is running Microsoft Exchange Server is not supported.
To install Microsoft Dynamics CRM for Outlook
Meet the Microsoft Dynamics CRM for Outlook requirements specified in Microsoft Dynamics CRM 2011 for Outlook hardware requirements and Microsoft Dynamics CRM 2011 for Outlook software requirements in the Planning Guide.
Log on to the computer as a user who has Local Administrator privileges.
Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit Microsoft Update.
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 have installed:
... \Client\amd64 for 64-bit
... \Client\i386 for 32-bit
To install from the web, open the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook (Outlook Client) download page and then download and run the executable file that matches the architecture of Microsoft Office that you have installed.
To install from the Microsoft Dynamics CRM user interface, click Get CRM for Outlook on the message bar. If you see one or more dialog boxes entitled Security Warning, click Run in each.
The Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard starts.
On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.
On the Get Recommended Updates page, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.
Note
Should Microsoft make improvements to Microsoft Dynamics CRM for Outlook, it will release them in a software update. If you choose Get Recommended Updates, those updates will be installed on an automated basis. The exact level of automation – for example, whether any user interaction is required during the installation – is determined by the group policy that is in place within your organization.
Click either Install Now or Options.
To install Microsoft Dynamics CRM for Outlook with offline access, click Options, select Offline Capability on the Customize Installation page, and then click Install Now.
To install Microsoft Dynamics CRM for Outlook without offline access, click Install Now.
Important
If you do not install offline capability at this point, the user will initially have no offline capability. If you choose Install Now, the Microsoft Outlook user can add offline capability later by clicking Go Offline in Microsoft Outlook.
The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.
On the completion page of the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard, click Close.
Task 2: Configure Microsoft Dynamics CRM for Outlook
After Microsoft Dynamics CRM for Outlook is installed, it must be configured. When you restart Outlook after you have installed Microsoft Dynamics CRM for Outlook, the Configuration Wizard starts automatically.
Note
If you do not want to configure Microsoft Dynamics CRM for Outlook immediately after you install it, click Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Microsoft Outlook toolbar and will remain there until you configure Microsoft Dynamics CRM for Outlook.
If the Configuration Wizard does not 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.
To configure Microsoft Dynamics CRM for Outlook manually
Start the Configuration Wizard: Click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Microsoft Outlook.
For Server URL, choose the option appropriate for you.
To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list, click CRM Online.
To connect to an on-premises deployment of Microsoft Dynamics CRM 2011, type the discovery-service URL for Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555.
Note
If you are configuring Microsoft Dynamics CRM for Outlook to connect to an on-premises deployment of Microsoft Dynamics CRM 2011 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.
Click Test Connection. This populates the Organization Information list.
If you are 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 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 OK. This information should have been sent to you in email when your account was added.
For an on-premises deployment of Microsoft Dynamics CRM 2011, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.
Click OK.
For Organization, verify the Microsoft Dynamics CRM organization in the Organization list to which you want to connect, and then click OK.
The organization is initialized.
Click Close.
If you are a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.
Note
To configure Microsoft Dynamics CRM for Outlook automatically from the command line, in quiet mode, or using a script, see Step 2: Configure Microsoft Dynamics CRM for Outlook by using an XML configuration file.
Task 3: Configure user email settings
The E-mail Router is not required to send and receive Microsoft Dynamics CRM email messages. Instead of using the E-mail Router, you can use Microsoft Dynamics CRM for Outlook to perform the following tasks:
Deliver received email messages to Microsoft Dynamics CRM.
Send email messages that are generated from Microsoft Dynamics CRM.
Note
By default, the incoming and outgoing email access types for a user are set to Microsoft Dynamics CRM for Outlook. To enable the Microsoft Dynamics CRM for Outlook for a particular user, you must set the incoming and outgoing email access types only if they have been changed from their default value.
As part of email configuration, you should verify email tracking options. By default, only email messages in response to a Microsoft Dynamics CRM generated email message are tracked. For more information about these settings, see "Specify how your email is tracked" in the Microsoft Dynamics CRM Help.User and queue email configuration
The email messaging incoming and outgoing settings can be different for each user or queue. You configure these incoming and outgoing options on the User form.
To set the email access type
Open the Microsoft Dynamics CRM web application.
In the Navigation Pane, click Settings.
Under System, click Administration.
In the Administration area, click Users.
Find the user whose settings you want to edit. You may need to navigate to a different page.
Click the name of the user, or select the user and then click Edit. The User form opens. You can edit the messaging options in the Email Access Configuration section.
Note
By default, Microsoft Dynamics CRM sets both the incoming email access type and the outgoing email access type to "Microsoft Dynamics CRM for Outlook."
To enable Microsoft Dynamics CRM for Outlook for this user, select Microsoft Dynamics CRM for Outlook.
Incoming email messaging options
You can use the following incoming email configurations when a user or a queue receives Microsoft Dynamics CRM email messages:
None. Use this option for users or queues that do not use Microsoft Dynamics CRM to send email messages.
Microsoft Dynamics CRM for Outlook . This option requires that Microsoft Outlook be installed on the user's computer. This option does not require the E-mail Router component. However, to process Microsoft Dynamics CRM email messages, Microsoft Outlook must be running.
E-mail Router . This option delivers Microsoft Dynamics CRM email messages directly to Microsoft Dynamics CRM, without the need of a forward mailbox. The email system that you can use to process messages can be Microsoft Exchange Server 2003, Microsoft Exchange Server 2007, Microsoft Exchange Server 2010, Exchange Online, or a POP3-compliant server. For more information, see the E-mail Router documentation.
Forward Mailbox. To use this option, you must install the E-mail Router. This option requires a dedicated mailbox, which your administrator must create. The E-mail Router processes email messages that are forwarded to this mailbox. Although this option does not require users to run Microsoft Outlook, it does require that a server-side rule be deployed for the user. If you are using Exchange Server to process incoming email messages, you can deploy the rule by using the Rule Deployment Wizard. For more information, see “Deploy inbox rules” and “Set up a forward mailbox” in Configure the E-mail Router in this guide.
Outgoing email messaging options
The following are the outgoing email configurations that you can use when users or queues send Microsoft Dynamics CRM email messages:
None. Use this option for users or queues that do not use Microsoft Dynamics CRM to send email messages.
Microsoft Dynamics CRM for Outlook . This option requires that Microsoft Outlook be installed on the user's computer. This option does not require the E-mail Router component.
E-mail Router . This option sends Microsoft Dynamics CRM email messages by using the E-mail Router component. The email system must be SMTP compliant. The E-mail Router can be installed on an SMTP server, or on a different computer that has a connection to an SMTP server.
See Also
Concepts
Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook
Other Resources
Microsoft Dynamics CRM 2011 for Outlook Installation Instructions