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Configuring the CRM Online 2011 Outlook Client Silently

Configuring the CRM Online 2011 Outlook Client Silently

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When configuring the CRM Online  2011 Outlook client, many customers choose to have their end users configure manually, and I’ve had a few customers ask me if it’s possible to configure the CRM Outlook client with their CRM Online organization silently.  While it’s not necessarily an easy process, it is technically possible to silently configure the CRM Outlook client.  The steps that you’d need to follow to complete this process are as follows (steps specific to Windows 7):

  1. Verify that the Windows Live Sign-in Manager  is installed (this should be installed when the CRM Outlook client is installed)
  2. Verify that your Windows Live ID (WLID) that you use to connect to your CRM Online organization is listed in the Link online IDs with your Windows user account section:
    • Start – Credential Manager
    • Select Link online IDs in the lower left-hand corner

      image

      • Windows Live Online Provider should be listed

      image

    • Click WindowsLiveID and then click Link Online ID  
      • The Windows Live Sign-in Assistant will launch

      image

    • Have the user enter their credentials and sign into Windows Live
  3. Add the following entry to the Generic Credentials section of the Credential Manager.  This information is needed so that the configuration process knows which WLID credentials to use:
    • Internet site:
      • OSDP: Microsoft_CRM_https://disco.crm.dynamics.com/
      • CTP: Microsoft_CRM_https://dev.crm.dynamics.com/
    • Note: The site must be entered exactly as shown above (with the trailing /)
    • Supply the user’s WLID credential
      • Windows Live ID = username
      • Password = password
  4. Update the config file (ex. config_client.xml)with DiscoveryServiceUrl = CRMOnline:

    <Deployments>
    <Deployment>
    <DiscoveryUrl>CRMOnline</DiscoveryUrl>
    <Organizations>
    <Organization IsPrimary='true'>OrganizationUniqueName</Organization>
    </Organizations>
    </Deployment>
    </Deployments>

    Note: The OrgnizationUniqueName value must be populated with your CRM Online organization. OrganizationUniqueName is case-sensitive.  You can get your Organization Unique Name at: Settings – Customizations – Developer Resources.  An example would be crmNAorg2jas2.

  5. Run the config wizard from the command prompt:
    • Ex. microsoft.crm.application.outlook.configwizard.exe /q /i "c:\SilentInstall\config_client.xml" /l "c:\SilentInstall\clientinstall.log"
      • /q = silent install
      • /i = config file location
      • /l = config log location
  6. When the log file states that the following, you can launch Outlook and begin using your CRM Outlook client: We have successfully configured Microsoft Dynamics CRM for Outlook. You are now ready to use Microsoft Dynamics CRM for Outlook with Microsoft:
    • The user may be prompted to enter their WLID credentials when opening Outlook.


Another option to consider when configuring the CRM Outlook client is to use the /QR command.  The /QR command configures the application in a reduced UI mode.  This option requires a configuration file in XML format specified by the config parameter.  When configuring a CRM Outlook client to an on-premise org, this option acts similar to the /Q parameter, but displays installation progress bars and all error messages.  When the /QR command is used to configure to a CRM Online org, the user will be prompted with the following configuration screen in order to provide their WLID credentials:

image

The next step would be for the user to select the Test Connection button and fill in their WLID credentials:

image

The user would then select their correct organization (if they are members of multiple CRM Online organizations).  They’ll also be able to give their organization a Display Name before selecting OK.

 

Thanks,
Jon

  • Can the Display Name be configured within the customconfig.xml file?  If so, what is the syntax for this?

  • Hi

    Apart from the generated log file, I want to know if there is any other way to check that the CRM client configuration was successfully done. Like some registry entry or so.

    Regards

    Ramesh

  • @Kim - Here is the syntax you can use in the Outlook.config file where the FriendlyName is what will display in Outlook and the IsPrimary value is the actual Organization name.

         <Organization FriendlyName="My Organization" IsPrimary="true">OrganizationName</Organization>

    I logged a documentation bug to get this added and this will be released in the next documentation update in June as well.

    @Ramesh - The log file is the best way to get this information, so that you know if it was done successfully or not, but if you are looking to read a registry key you could look at HKCU\Microsoft\Software\Microsoft\MSCRMClient\CoreConfigured = 1

    Thanks!

    Shawn Dieken

  • Is it possible to disable the CRM11 addin for Outlook 2010? This key (CRM4) no longer applies...

    HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins\crmaddin.Addin\LoadBehavior = 3

  • Technically, it's IMPOSSIBLE to silently configure CRM without manual end user intervention. The credentials must be manually entered prior to successful configuration no matter what from what I can tell.

    A serious pain in the butt for IT support staff and users alike. Pretty disappointing implementation from a Microsoft product in an active directory environment. :(

  • Sorry for the slow replies on these comments...

    @Paul - Yes, you can change that value to 8 to disable the CRM 2011 addin in Outlook 2010.  We cover this in more detail in the Citrix White Paper - www.microsoft.com/.../details.aspx

    @Ryan - Yeah, these steps allow you to silently configure the client, but you are correct that the user will have to enter their username and password once after it's been configured for them.  This is only for CRM Online though which is not using Active Directory.  If you are using CRM On Premise and AD authentication, then your users of course do not have to enter credentials.

    Please let me know if you have any questions.

    Thanks!

    Shawn Dieken

  • "This is only for CRM Online though which is not using Active Directory.  If you are using CRM On Premise and AD authentication, then your users of course do not have to enter credentials."

    This is not true, There is a bug that prevent that.

    Crm installation prompt for password, ever!

  • @bug crm plugin outlook - CRM, when configured in an AD environment will not prompt you for a password (unless you're using IFD).  If you're getting prompts it is a problem in the environment as it is falling back to NTLM - see the articles on configuring SPN's and Kerberos (blogs.msdn.com/.../kerberos)  if you aren't able to tackle it or are having trouble give support a call and have them help since your experience of "Crm installation prompt for password, ever" is certainly not common nor a "usual" experience for non-IFD on premise deployments (and in IFD you can save your password).

    Thanks!

    Sean McNellis

    Premier Field Engineer

  • @Sean I am running CRM 4.0 Outlook Client on a terminal server; I don't want to configure the damn client for every one of my +200 users manually. How do I go about this? It's installed, it only needs to be configured, same settings for everybody.

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