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In today’s blog, we’ll be showing you how to install and configure the CRM Outlook Client from a command prompt. To install the Microsoft Dynamics CRM for Outlook Client, you must first run the setup to install files on your computer and then configure the CRM for Outlook Client. Start by locating, or downloading, the appropriate installation files. You can download the Microsoft Dynamics CRM 2016 Outlook Client here. If you have the installation disk, you can find the installation files located in the “Client” folder.

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It’s common to install the client on a local machine by double-clicking the “SetupClient.exe” file, follow the Setup Wizard, and then configure the client using the Configuration Wizard. This is an attended installation, which means that it requires you to interactively provide information so the installation can run successfully. You can find out more information on this process in our blog “Installing Dynamics CRM 2015 for Outlook“.

The installation and configuration of the Microsoft Dynamics CRM for Outlook Client can also be run from the command prompt. This provides the opportunity to complete an unattended installation when used in a script file.

Installation Command-line Parameters

The following command-line parameters are available at the command prompt for SetupClient.exe:

  • /A – Creates an administrative installation of Dynamics CRM for Outlook by creating a Windows Installer package.
  • /Q – Used to run the installation in quiet mode.
  • /X – Used to uninstall Dynamics CRM for Outlook.
  • /L [drive:][[path] logfilename.log] – Used to create a log file of installation activity.
  • /LV [drive:][[path] logfilename.log] – Used to create a verbose log file of installation activity.
  • /targetdir <“drive:\path”> – Used to specify the folder in which Dynamics CRM for Outlook files will be installed.
  • /installofflinecapability – Used to install offline capability.
  • /disableofflinecapability – Used to hide the “go offline” button in Outlook.
  • /ignoreofflinequeue – Used to prevent Setup from synchronizing items that may remain in the offline queue during upgrade.

Configuration Command-line Parameters

The following command-line parameters are available at the command prompt for Microsoft.Crm.Application.Outlook.ConfigWizard.exe:

  • /Q – Used to run the installation in quiet mode. Using this parameter will require an XML configuration file that the Setup program references and is identified using the /i parameter.
  • /i [drive:][[path] XMLConfigurationFile.xml] – Used to identify the XML configuration file.
  • /xa – Used with the /q parameter to remove all organizations that are configured for Dynamics CRM for Outlook.
  • /L [drive:][[path] logfilename.log] – Used to create a log file of installation activity.
  • /LV [drive:][[path] logfilename.log] – Used to create a verbose log file of installation activity.

XML Configuration File Elements

The following XML elements are available for creating the XML Configuration File:

  • <Deployments> </Deployments> – Root element.
  • <InstallOfflineCapability>true/false</InstallOfflineCapability> – Specifying true will install Microsoft Dynamics CRM for Outlook with Offline Access capability.
  • <TargetDir>drive:\path</TargetDirectory> – Specifies the folder in which the Dynamics CRM for Outlook files will be installed.
  • <Deployment> </Deployment> – Parent element for all of the following elements:

    • <DiscoveryUrl>https://website:portnumber</DiscoveryUrl>Specifies the URL for the Microsoft Dynamics CRM Discovery Web Service.
    • <FederatedAuthentication>true/false</FederatedAuthentication> – Specifies if federated (Azure Active Directory) credentials are used for authentication in the Configuration Wizard.
    • <Organizations> </Organizations> – Parent element for the following <Organization> element.

      • <Organization FriendlyName=”My Friendly Organization Name” IsPrimary=”true”/”false”>OrganizationName</Organization> – Specifies the name of the organization that the client will connect to.
    • <CEIPNotification>true/false</CEIPNotification> – Specifies whether Dynamics CRM for Outlook will display the “I want to join the Customer Experience Improvement Program” notification banner.

Automate the Installation and Configuration Process

1. Create a script using Notepad. The text file will look similar to this:

Setupclient /Q /l c:\temp\clientinstalllog.txt /installofflinecapability /targetdir “c:\Program Files\Microsoft Dynamics CRM Client”Microsoft.Crm.Application.Outlook.ConfigWizard.exe /Q /i c:\temp\config_client.xml /xa /l c:\clientinstall.log

2. Navigate to File > Save As. Change the file type to “All Files” and then name the file “logon.bat”.

3. Create a new document using WordPad. The file will look similar to this:

<Deployments>

<Deployment>

<DiscoveryUrl>http://crmserver</DiscoveryUrl>

<Organizations>

<OrganizationIsPrimary=’true’>Constoso</Organization>

<Organization>AdventureWorksCycle</Organization>

</Organizations>

<CEIPNotification>false</CEIPNotification>

</Deployment>

</Deployments>

4. Navigate to File > Save As. Change the file type to “All Files” and then name the file “config_client.xml”.

5. Copy the two new files along with the CRM setup files to your domain controller’s SYSVOL folder. You can access this on the server by going to %SYSVOL%.

6. Now you will setup the logon script. On the domain controller, open group policy editor, right click on your Default Domain Policy (or create a new one), and click Edit.

Next, navigate to UserConfiguration\Windows Settings\Scripts (Logon/Logoff). Finally, double click Logon. Click Browse and double click on your logon.bat

That’s all for the blog today! Check out our blog to learn how to configure the Outlook client via a second federation for even more options. You can also read a deeper dive into this topic on Microsoft’s TechNet resource here.

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.