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With the latest release of Dynamics CRM 2011, the system automatically displays a “Get CRM for Outlook” message, regardless if the user has already activated the Outlook client. You can clear it every time you log in, but luckily that’s not your only option.

crm-101

There is a fast and easy way for the System Administrator to eliminate this message altogether.

  1. First, go to Settings, then to Administration, and then System Settings:

  1. Next, find the “Outlook” tab at the top of the window, scroll to the bottom, and you will find the setting that disables this message:

eliminate the "get CRM for Outlook" message

  1. Select No click OK, and, poof! The message no longer shows when the user logs in to CRM.

Disclaimer: The Outlook client needs to be activated from each users’ Outlook account. Please make sure this message bar is no longer needed as a reminder before you disable it.

You can also reference our blog for configuring your Outlook client for optimal performance.

Remember to keep coming back for Dynamics CRM tips and tricks, and happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.