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 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

 

Comments (7)

  1. Andy Lamb says:

    Thanks Patrick. When I run the install it fails when it is trying to install the Live ID Sign-In Assistant. I am unable to uninstall the 2 copies of the Sign-In Assitant on my machine. Yes for some reason there is two different versions. Do you know of any registry changes to get round this issue?

  2. I thought I would share our findings when deploying the CRM 2011 Outlook client onto our Office 2007 Windows XP machines.  For our company, and I suspect a large number of other companies, our users are not authorised to download updates or programs, and this is locked down on the PC.  Therefore the default CRM installation fails as it cannot download the pre-requistes to install.  

    In order to get around this we worked out the pre-requistes, downloaded the files individually, and scripted the install.  This is for Office 2007 connecting to Hosted CRM Online with no "Take Off-Line support".

    They are as follows

    1. Microsoft SQL Server 2008 Compact Edition  

    2.  Microsoft .NET Framework 4.0

    3.  Microsoft Windows Installer (MSI) 4.5

    4.  MSXML 4.0

    5. Microsoft Visual C++ Redistributable (2010)

    6. Microsoft Report Viewer 2010

    7. Microsoft Application Error Reporting

    8. Windows Identity Framework (WIF) [support.microsoft.com/…/2549386]

    9. Microsoft Dynamics CRM 2011 for Microsoft Office Outlook

    10.Update Rollup 2 for Microsoft Dynamics CRM 2011 (KB 2466086)

    The above pre-requistes take around 30 minutes to install on a 3 year old PC and must be run as a user logged in with full local admin rights.  Hope this helps other peolpe as it has quite a stack of effort to get it to this point.

    Regards

    Scott Jackson , London, UK

  3. Andreas Widén says:

    Would you see any impact regarding the outlook plug-in when CRM online customers go from Live-Id´s to AD FS as method of autentication?

  4. Patrick says:

    Hi Andreas, we are all looking forward to ADFS authentication coming very soon.  Once this is released we will know what configuration changes will need to happen for existing deployments but its too early to guess what the exact steps will be.

  5. Troy says:

    The link above for the new CRM Outlook client is broken

  6. DaveWill says:

    There is confusion out there about the on-line and on-premise Outlook add-ins.  Folks are seeing the download page on microsoft.com/downloads for CRM 2011 titled "Microsoft Dynamics CRM 2011 for Microsoft Office Outlook (Outlook Client)".  However, they are saying this is not the right add-in because the one they are looking for is the on-line add-in.  Based on some other searching it appears that in the past there (possibly) were different add-ins for on-line versus on-premise CRM.

    Some additional information should probably be added to the download page clarifying that the add-in is for BOTH on-premise and on-line CRM.

  7. joe@sihti.fi says:

    This is the current and correct download page (confirmed to work with CRM Online and Outlook 2013): http://www.microsoft.com/…/details.aspx