The purpose of this post is to provide some guidance and resources for creating a SMS-based installation routine for the CRM Outlook client.
First and foremost, make sure you are downloading the CRM Outlook client that is specific to CRM Online. The link is:
Next, review the CRM Implementation Guide sections on deploying the CRM Client for Outlook with SMS.
Please keep in mind that the Implementation Guide (IG) instructions are geared toward on-premise CRM, which would leverage Active Directory. As a result, some modifications to the IG instructions will be required.
Ignore any documentation references to “Update Rollup X”. Update Rollups apply only to the on-premise version of the software. As of this post the cloud-based service, and the CRM Client for Outlook, are on the latest release known publicly as the “November 2009 Service Update,” and known internally as “R4.”
There’s also a good blog post on installing with SMS located here: http://blogs.msdn.com/crm/archive/2008/02/22/how-to-deploy-microsoft-dynamics-crm-client-through-sms.aspx.