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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.
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:
Setupclient.exe [/A] [/Q] [/X] [/L or /LV [drive:][[ path] logfilename.log]] [/targetdir "[drive:][ path]"] [/installofflinecapability] [/disableofflinecapability] [/ignoreofflinequeue]
Configuration Command-line Parameters
The following command-line parameters are available at the command prompt for Microsoft.Crm.Application.Outlook.ConfigWizard.exe:
Microsoft.Crm.Application.Outlook.ConfigWizard.exe [/Q] [/i [drive:][[path] XMLConfigurationFile.xml]] [/xa] [/L or /LV [drive:][[ path] logfilename.log]]
XML Configuration File Elements
The following XML elements are available for creating the XML Configuration File:
Automate the Installation and Configuration Process
1. Create a script using Notepad. The text file will look similar to this:
Setupclient /Q /l c:tempclientinstalllog.txt /installofflinecapability /targetdir "c:Program FilesMicrosoft Dynamics CRM Client"Microsoft.Crm.Application.Outlook.ConfigWizard.exe /Q /i c:tempconfig_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:
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 UserConfigurationWindows SettingsScripts (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!