The scope of this guide is to walk a user through the required steps to perform an installation of the Outlook client for CRM. These steps cover a user installation process.
1. If Outlook is running, please close Outlook.
2. Open a new browser window and navigate to the Dynamics CRM URL as provided by your IT support group or CRM Administrator.
3. When prompted, authenticate with your credentials. You will be redirected to the current CRM organization.
4. Once the page loads, the system will recognize that the CRM client for Outlook is not installed, and will prompt you to install it. You will get a yellow band underneath the Ribbon as seen in the following screenshot.
Figure 1 – Prompt to install CRM for Outlook
5. Click on the Get CRM for Outlook button.
6. The download prompt will appear. Click on the Run button.
Figure 2 – Run the installation
7. Once you click Run, the installer is downloaded, and the installation process starts.
Figure 3 – Downloading the installer
8. A Windows specific security feature, the User Account Control will prompt you that you are attempting to run an application downloaded from the internet, and will ask if you want to proceed. Click Yes.
Figure 4 – User Account Control
9. The Setup process begins by preparing the necessary files for the installation. This might take a while, depending on the local machine specifications and the internet connection speed.
Figure 5 – Setup process commence
10. The Agreement screen is displayed. Select the “I accept the license agreement” check box, and click on Next.
Figure 6 – Accept the Agreement
11. On the following screen, click on the Install Now button.
Figure 7 – Install Now
12. The installation process has started. The progress bar will show you the actual installation progress, with an update of the tasks that are being completed. Wait for the installation to complete.
Figure 8 – Installation Progress
13. At this point, the installation has completed. Click on Close to finish the installation process.
Figure 9 – Installation complete
14. At this point, the CRM client for Outlook is installed. Go ahead and launch Outlook.
Figure 10 – Launch Outlook
15. First time you launch Outlook after the CRM client installation, you will be prompted to configure the client, by pointing it to the address of your Dynamics CRM server, as well as defining the Organization you will be using.
Figure 11 – Configure Organization
16. Please enter the same URL you have put in the browser at step 2. Click on Test Connection.
17. Once the connection is validated, in the Organization Information area, the Organization drop-down becomes active, and the default Organization becomes the default selection. Also, the Display Name field is populated to reflect the default Organization selected.
18. If there are any issues testing the connection, or the default Organization is not being recognized, please contact your IT support personnel or your CRM administrator for assistance.
19. Once this configuration is complete, click OK.
20. The Add Organization process screen is displayed shortly, and once the process completes, you are being returned to your Outlook application.
Figure 12 – Adding Organization
21. To validate that the installation and configuration is complete, make sure that you have a new section called Microsoft Dynamics CRM Database button, as well as in the accounts area you have a new section named after your Organization
Figure 13 – CRM Database Section
Figure 14 – CRM Account
22. Congratulations, your CRM connector for Outlook is installed and configured. Now you are ready to use your Dynamics CRM Organization by using the same familiar interface of Outlook.