Setup method #1

§  Download the Outlook plug in from within your CRM Online subscription website.   (If you don’t see the option to "download the Outlook Client" available in a yellow bar of your browser move to setup method #2 below.)

o   This will look at what version of OS and Office you are running and download the correct version.

o   Choose to save to your desktop.

o   Close Outlook if running.

o   Right click and choose "run as administrator" if possible.

§  After install click "Start" – "Programs" – "Microsoft Dynamics folder" – "Configuration Wizard".

§  Click drop down and choose “CRM Online”.

§  Click "test connection".

§  Click "change user".

§  Enter your credentials for CRM Online.

§  When this completes open Outlook and wait a minute for synchronization.

 

Setup method #2

§  Un-install any previous CRM for Outlook client via add/remove programs in Control Panel.

§  Determine if you are running Office 32 or 64 bit.  In Outlook 2010 you can check this by clicking "File" - "Help" and it will be listed on the right side.

§  Download new CRM for Outlook client here http://www.microsoft.com/downloads/en/details.aspx?FamilyID=22dc423a-7194-491e-a169-6ace16bfdd36&displaylang=en to your desktop.

§  Right click and choose "run as administrator" if possible.

§  After install click "Start" – "Programs" – "Microsoft Dynamics folder" – "Configuration Wizard".

§  Click drop down and choose “CRM Online”.

§  Click "test connection".

§  Click "change user".

§  Enter yout credentials for CRM Online.

§  When this completes open Outlook and wait a minute for synchronization.

Detailed Overview:

§  http://www.microsoft.com/downloads/en/details.aspx?FamilyID=a4c4c297-5df5-4233-af93-9f488d63805b&displaylang=en

Troubleshooting

§  If Quick Overview installs steps don’t work.  Reference “Detailed Overview” steps above.

§  Email hqdynts@mircrosoft.com

 

Patrick Anderson

CRM Technology Specialist, Microsoft Corporation