The Microsoft Dynamics CRM for Outlook add-in is a powerful way to use Dynamics CRM within Outlook. It also allows you to synchronize your contacts and activities between the two. The following is a handy guide on how to install and configure the client for Dynamics CRM 2011 or CRM 2013 Online.
1. First you will need to download and install the client.
(Note: Most workstations will use the version ending in i386 [32 bit], as opposed to the version ending in adm64 [64 bit]. If you’re unsure, you can check and see what version you will need. To do this in Outlook 2003 or 2007, open Outlook, go to the File menu and select Help. For Outlook 2013, click File, select Office Account, and then click About Outlook. Under the About Microsoft section you will see what version you are running.)
2. Once your web browser prompts you to download, click Run.
3. Follow the prompts to install and set up the Outlook client.
4. Once the setup is complete, you may be prompted to configure the add-in using the Configuration Wizard. If the wizard does not start automatically, you can manually start it by navigating to the CRM tab in Outlook and clicking Configure Microsoft Dynamics CRM for Outlook.
How to Configure Microsoft Dynamics CRM for Outlook
1. Once you have the Configuration Wizard started, the next step you take will depend on whether you are running Dynamics CRM 2011 Online or On-Premise.
- For Dynamics CRM 2011 Online, do not enter a Server URL. Instead, choose the option CRM Online from the drop-down.
- For Dynamics CRM On-Premise, enter your organization’s Dynamics CRM URL and click Test Connection.
2. Once the test finishes, enter your Dynamics CRM credentials and click OK.
Note: If you are not sure of your password or it is not accepting your credentials, try logging in through the web to verify your password.
3. Choose your Organization and click OK.
Warning! If you own contact records in Dynamics CRM, the add-in will sync those CRM contacts into your Outlook contacts, which could create the potential for duplicate Outlook contacts. See our blog for turning off contact syncing for more information.
Once the process completes, Microsoft Dynamics CRM will now be available to access using your Outlook! Here’s what it should look like:
If you need help troubleshooting, you can reference our blog on maintaining the Outlook client for Dynamics CRM.