Editor’s note: The following post was written by Dynamics CRM MVP Donna Edwards
Microsoft Dynamics CRM 2013 Outlook Client
I installed the Dynamics CRM Outlook Client and it is looking good.
For my installation, I chose to completely uninstall the Dynamics CRM 2011 Outlook Client. I did not remove registry references and have not had to do that in the past although I have found that some uninstalls require it.
The initial installation works the same as CRM 2011 with the exception that a reboot is required after the install completes. Once complete, you can open Outlook to begin the configuration or select the Configuration Wizard from the Program list.
I prefer to select the Configuration Wizard from the list of programs under Microsoft Dynamics CRM 2013.
You will notice the warning in Outlook that the Microsoft Dynamics CRM add-in is disabled if you chose the option to open Outlook rather than the Configuration Wizard from the Program list.
You can ignore that warning for now, however, you might have to restart Outlook and enable the add-in after configuration completes. For this reason, I recommend installing the Outlook Client by selecting the Configuration Wizard from the Program list rather than launching Outlook.
Enter your CRM Url or select CRM Online if you have an Online Organization the same as you did for CRM 2011. Select the Test Connection button.
If needed, you can select the Change button to change the authenticated user otherwise select your Organization from the list if the one displayed is not the one you want.
Select Ok and let the Wizard complete.
If for some reason, the CRM Outlook Client fails to load when you open Outlook, select Diagnostics from the Program list under Dynamics CRM 2013:
Select the Advanced Troubleshooting tab and select the Enable button for the add-in.
You should now be able to see and interact with CRM 2013 from Outlook.
About the author
Donna has been working with the Dynamics CRM application beginning with the 1.2 version to current. She partners with all levels of an organization to develop and deliver flexible, scalable solutions that simultaneously address short-term business requirements and long-term strategic growth objectives. Her skillset includes: Pre-Sales Support • Solution Architect • Functional Consulting • Client Relations • Requirements Definition & Analysis • Business Process Engineering • Process Improvement & Automation • Operational Streamlining. She is very active in the Dynamics Community, answering in the MSDN Forums and an avid blogger. Follow her on Twitter.
About MVP Monday
The MVP Monday Series is created by Melissa Travers. In this series we work to provide readers with a guest post from an MVP every Monday. Melissa is a Community Program Manager, formerly known as MVP Lead, for Messaging and Collaboration (Exchange, Lync, Office 365 and SharePoint) and Microsoft Dynamics in the US. She began her career at Microsoft as an Exchange Support Engineer and has been working with the technical community in some capacity for almost a decade. In her spare time she enjoys going to the gym, shopping for handbags, watching period and fantasy dramas, and spending time with her children and miniature Dachshund. Melissa lives in North Carolina and works out of the Microsoft Charlotte office.