Install guidance for the CRM Online Outlook Plug-In for CRM Online 2011
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 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:
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