Microsoft Dynamics CRM for Outlook Installing Guide for use with Microsoft Dynamics CRM Online

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ContentsMicrosoft Dynamics CRM for Outlook Installation Instructions for use with Dynamics CRM Online

.................................................................................................................................................... 4Microsoft Dynamics CRM 2011 for Outlook hardware requirements...........................................4Microsoft Dynamics CRM 2011 for Outlook software requirements.............................................5Microsoft Dynamics CRM 2011 for Outlook Installation Instructions............................................8

Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed...9Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for

Outlook............................................................................................................................... 16Troubleshooting Microsoft Dynamics CRM for Outlook installation, configuration and upgrade

............................................................................................................................................ 20Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration

Manager 2007..................................................................................................................... 22Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server

Remote Desktop Services, or Citrix Presentation Server....................................................27Install Microsoft Dynamics CRM 2011 for Outlook without an Internet connection.................31Send feedback about this document......................................................................................33

Microsoft Dynamics CRM for Outlook Installation Instructions for use with Dynamics CRM OnlineMicrosoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Microsoft Office Outlook as the pn_crm_online Web client. Microsoft Dynamics CRM for Outlook is targeted at pn_crm_online users who need access to CRM data while they are using the familiar Microsoft Outlook application.

After you install and configure Microsoft Dynamics CRM for Outlook, an individual user can use it to access Microsoft Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate logon account and is a valid pn_crm_online user), you must configure Microsoft Dynamics CRM for Outlook by running Microsoft Dynamics CRM for Outlook configuration for each user.

You can install Microsoft Dynamics CRM for Outlook with offline capability. A user who has this capability installed can access pn_crm_online data when they are not connected to the LAN. You can add offline capability at either of the following times:

During installation of Microsoft Dynamics CRM for Outlook. After installation has completed. In this case, a user can add offline capability by clicking Go

Offline in Microsoft Outlook. This starts the installation of additional required components and stores a copy of the user’s pn_crm_online data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.

Although multiple users can share a computer that uses Microsoft Dynamics CRM for Outlook, only one user can go offline on that computer.

Microsoft Dynamics CRM 2011 for Outlook hardware requirementsThis section applies to Microsoft Dynamics CRM Online and on-premises versions of Microsoft Dynamics CRM 2011. The following table lists the minimum and recommended hardware requirements for Microsoft Dynamics CRM 2011 for Outlook.

Component *Minimum *Recommended

Processor Intel Core 2 Duo 1.2 Ghz or comparable

Core 2 Duo 1.8Ghz or higher

Running a supported 64-bit operating system.

Note

4

Component *Minimum *Recommended

Memory 2-GB RAM 4-GB RAM or more

Hard disk 1.5 GB of available hard disk space

2 GB of available hard disk space

7200 RPM or more

Display Super VGA with a resolution of 1024 x 768

Super VGA with a resolution higher than 1024 x 768

* Actual requirements and product functionality may vary based on your system configuration and operating system.

Running Microsoft Dynamics CRM on a computer that has less than the recommended requirements may result in inadequate performance. Additionally, Microsoft Dynamics CRM for Outlook using go offline capability increases the need for performant hardware, which can include processor, memory, hard disk, and network throughput.

Network requirementsMicrosoft Dynamics CRM is designed to work best over networks that have the following elements:

Bandwidth greater than 50 kbps Latency under 150 ms

These values are recommendations and do not guarantee satisfactory performance.

Successful network installation of Microsoft Dynamics CRM for Outlook requires a reliable and high-throughput network. Otherwise, installation might fail. The recommended minimum available bandwidth of the network connection is 300 Kbps.

See AlsoMicrosoft Dynamics CRM 2011 E-mail Router software requirementsMicrosoft Dynamics CRM 2011 for Outlook software requirements

Microsoft Dynamics CRM 2011 System Requirements and Required Components

Microsoft Dynamics CRM 2011 for Outlook software requirementsThis section applies to Microsoft Dynamics CRM Online and on-premises versions of Microsoft Dynamics CRM 2011. Microsoft Dynamics CRM for Outlook works the way that you do by providing a seamless combination of Microsoft Dynamics CRM features in the familiar Microsoft Outlook environment. This section lists software and software requirements for Microsoft

Note

5

Dynamics CRM for Outlook and Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access.

Any one of the following operating systems is required:

*Windows 8 Windows 7 (both 64-bit and 32-bit versions) Windows Vista SP2 (both 64-bit and 32-bit versions) Windows XP Professional SP3 Windows XP Tablet SP3 Windows XP Professional x64 Edition Windows Server 2008 or Windows Server 2003 when running with Remote Desktop Services

(formerly Terminal Services)

Windows XP Media Center is not supported for installing and running Microsoft Dynamics CRM for Outlook.

*Requires Microsoft Dynamics CRM 2011 Update Rollup 10 or later update rollup. For known issues with Microsoft Dynamics CRM 2011 Update Rollup 10 running on Windows 8, see Support with Microsoft Dynamics CRM 2011 and Windows 8.

Microsoft Dynamics CRM for Outlook software component prerequisitesThe following components must be installed and running on the computer before you run Microsoft Dynamics CRM for Outlook Setup:

Web Browser. A supported web browser.

Supported versions of Internet Explorer Supported non-Internet Explorer web browsersMicrosoft Office. One of the following:

*Microsoft Office 2013 Microsoft Office 2010 2007 Microsoft Office system SP2 Microsoft Office 2003 SP3

*Requires Microsoft Dynamics CRM 2011 Update Rollup 12 or later update rollup for full compatibility.

For known issues with Microsoft Dynamics CRM 2011 Update Rollup 10 and Microsoft Dynamics CRM 2011 Update Rollup 11 running with Office 2013, see Support with Microsoft Dynamics CRM 2011 and Microsoft Office 2013

Important

6

Both the web application and Microsoft Dynamics CRM for Outlook require JavaScript enabled for certain features, such as Activity Feeds, dashboard areas, and the display of certain panes or menus. Although the web application displays error messages when JavaScriptis disabled, Microsoft Dynamics CRM for Outlook does not. To verify if JavaScriptis enabled in Internet Explorer 9, start Internet Explorer, on the Tools menu click Internet options, click the Security tab, click Internet, and then click Custom level. In the Security Settings dialog box under Scripting, Active scripting must be set to Enable.

The Indexing Service (now known as the Windows Search Service, or WSS) is required by users who will set up and use Microsoft Dynamics CRM for Outlook and its Help file in offline mode.

Microsoft Dynamics CRM. One of the following editions of Microsoft Dynamics CRM must be available so that Microsoft Dynamics CRM for Outlook can connect to it:

Microsoft Dynamics CRM (On-Premises Edition) Microsoft Dynamics CRM Online

Microsoft Internet Explorer 6 or earlier versions are not supported with an on-premises deployment of Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online.

Internet Explorer 7 is not supported with Microsoft Dynamics CRM Online.

Microsoft Office XP and Microsoft Outlook 2000 versions are not supported for installing and running Microsoft Dynamics CRM for Outlook.

To install and run the 64-bit version of Microsoft Dynamics CRM for Outlook, a 64-bit version of Office 2010 is required.

Before you run the Configuration Wizard to configure Microsoft Dynamics CRM for Outlook, a Microsoft Office Outlook profile must exist for the user. Therefore, Microsoft Outlook must be run at least once to create the user's Microsoft Outlook profile.

Additional Microsoft Dynamics CRM for Outlook software requirementsIf the following components are missing, they will be installed by Microsoft Dynamics CRM for Outlook Setup:

The following components will be installed with Microsoft Dynamics CRM 2011 Update Rollup 6 or later update rollup.

Microsoft SQL Server 2008 Express Edition SP1 or *Microsoft SQL Server 2012 Express Edition

Installed for Microsoft Dynamics CRM for Outlook with Offline Access only.

Important

Important

Note

Note

7

Although, Microsoft SQL Server 2012 Express Edition is supported, it will not be installed during Setup.

Microsoft .NET Framework 4 Microsoft Windows Installer 4.5. MSXML 4.0 Microsoft Visual C++ Redistributable Microsoft Report Viewer 2010 Microsoft Application Error Reporting Windows Identity Framework (WIF) Windows Azure AppFabric SDK V1.0 Windows Live ID Sign-in Assistant 6.5 Microsoft Online Services Sign-in Assistant Microsoft SQL Server Native Client Microsoft SQL Server Compact 3.5 Service Pack 2

*Microsoft Dynamics CRM Update Rollup 6 or later update rollup is required to use Microsoft SQL Server 2012.

*At the time of this writing, there are known issues and limitations when you use Microsoft SQL Server 2012 with Microsoft Dynamics CRM 2011 on premises versions. For more information, see Support for Microsoft Dynamics CRM with Microsoft SQL Server 2012.

See AlsoMicrosoft Dynamics CRM 2011 for Outlook hardware requirements

Microsoft Dynamics CRM Web application and mobile device software requirements

Microsoft Dynamics CRM 2011 for Outlook Installation InstructionsThis section applies to Microsoft Dynamics CRM Online and on-premises versions of Microsoft Dynamics CRM 2011. Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Microsoft Outlook as the Microsoft Dynamics CRM Web client. Microsoft Dynamics CRM for Outlook is targeted at Microsoft Dynamics CRM users who need access to CRM data while they are using the familiar Outlook application.

For information about how to plan Microsoft Dynamics CRM for Outlook deployments, see Planning Deployment in the Planning Guide.

Important

Note

8

For information about using Microsoft Group Policy to deploy Microsoft Dynamics CRM for Outlook, see Deploy Microsoft Dynamics CRM for Outlook by using Group Policy in the Planning Guide.

After you install and configure Microsoft Dynamics CRM for Outlook, an individual user can use it to access Microsoft Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate logon account and is a valid Microsoft Dynamics CRM user), you must

configure Microsoft Dynamics CRM for Outlook by running Microsoft Dynamics CRM for Outlook configuration for each user.

To install or upgrade Microsoft Dynamics CRM for Outlook, you must have administrator permissions on the computer where you perform the installation or upgrade steps. The exception to this is when you install an update from Microsoft Update, in which case administrator privileges are not required. You can install Microsoft Dynamics CRM for Outlook with offline capability. A user who has this capability installed can access Microsoft Dynamics CRM data when they are not connected to the LAN. You can add offline capability at either of the following times:

During installation of Microsoft Dynamics CRM for Outlook. After installation has completed. In this case, a user can add offline capability by clicking Go

Offline in Microsoft Outlook. This starts the installation of additional required components and stores a copy of the user’s Microsoft Dynamics CRM data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.

Although multiple users can share a computer that uses Microsoft Dynamics CRM for Outlook, only one user can go offline on that computer.

In This Section Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for

Outlook Troubleshooting Microsoft Dynamics CRM for Outlook installation, configuration and upgrade Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration

Manager 2007 Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server

Remote Desktop Services, or Citrix Presentation Server

See AlsoDownload: Microsoft Dynamics CRM 2011 for Microsoft Office Outlook (Outlook Client)

Microsoft Dynamics CRM E-mail Router Installation Instructions

Note

Note

9

Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installedThis section applies to Microsoft Dynamics CRM Online and on-premises versions of Microsoft Dynamics CRM 2011. The main application interface of Microsoft Dynamics CRM for Outlook resides in Microsoft Outlook. You can access it by using the Microsoft Outlook shortcut bars, ribbon, and folder navigation. Installing Microsoft Dynamics CRM for Outlook also creates a toolbar in Microsoft Outlook and a folder in the structure of the user's mailbox.

To set up Microsoft Dynamics CRM for Outlook on a user’s computer, perform the following installation and configuration tasks:

1. Install Microsoft Dynamics CRM for Outlook. To complete this task, run the SetupClient.exe file in the appropriate folder on the installation media. For more information, see Task 1: Install Microsoft Dynamics CRM for Outlook below.

2. Configure Microsoft Dynamics CRM for Outlook. To complete this task, run the Microsoft Dynamics CRM for Outlook Configuration Wizard. For more information, see Task 2: Configure Microsoft Dynamics CRM for Outlook below. You can run the Configuration Wizard either right after the installation finishes or at a later time.

The Configuration Wizard starts automatically the first time you run Microsoft Outlook after you install Microsoft Dynamics CRM for Outlook.

3. Configure user e-mail settings. To complete this task, configure the incoming e-mail and outgoing e-mail options for the user. You do this by using the User form in the Microsoft Dynamics CRM web application. By default, Microsoft Dynamics CRM for Outlook is selected as both the incoming and outgoing e-mail access type. For more information, see Task 3: Configure user e-mail settings below.

Task 1: Install Microsoft Dynamics CRM for OutlookUse this procedure to install Microsoft Dynamics CRM for Outlook. You can add offline capability for the user either during this installation or at a later time.

Running Microsoft Dynamics CRM for Outlook on a computer that is running Microsoft Exchange Server is not supported.

1. Meet the Microsoft Dynamics CRM for Outlook requirements specified in Microsoft Dynamics CRM 2011 for Outlook hardware requirements and Microsoft Dynamics CRM 2011 for Outlook software requirements in the Planning Guide.

2. Log on to the computer as a user who has Local Administrator privileges.3. Best practice: Make sure that all Microsoft Office security updates are installed. To verify,

visit Microsoft Update.4. Locate and run the appropriate installation file:

Note

Important

To install Microsoft Dynamics CRM for Outlook

10

To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture (32-bit or 64-bit) of Microsoft Office that you have installed: ... \Client\amd64 for 64-bit ... \Client\i386 for 32-bit

To install from the web, open the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook (Outlook Client) download page and then download and run the executable file that matches the architecture of Microsoft Office that you have installed.

To install from the Microsoft Dynamics CRM user interface, click Get CRM for Outlook on the message bar. If you see one or more dialog boxes entitled Security Warning, click Run in each.

The Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard starts.

5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

6. On the Get Recommended Updates page, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.

NoteShould Microsoft make improvements to Microsoft Dynamics CRM for Outlook, it will release them in a software update. If you choose Get Recommended Updates, those updates will be installed on an automated basis. The exact level of automation – for example, whether any user interaction is required during the installation – is determined by the group policy that is in place within your organization.

7. Click either Install Now or Options. To install Microsoft Dynamics CRM for Outlook with offline access, click Options,

select Offline Capability on the Customize Installation page, and then click Install Now.

To install Microsoft Dynamics CRM for Outlook without offline access, click Install Now.

ImportantIf you do not install offline capability at this point, the user will initially have no offline capability. If you choose Install Now, the Microsoft Outlook user can add offline capability later by clicking Go Offline in Microsoft Outlook.

The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

8. On the completion page of the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard, click Close.

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Task 2: Configure Microsoft Dynamics CRM for OutlookAfter Microsoft Dynamics CRM for Outlook is installed, it must be configured. When you restart Outlook after you have installed Microsoft Dynamics CRM for Outlook, the Configuration Wizard starts automatically.

If you do not want to configure Microsoft Dynamics CRM for Outlook immediately after you install it, click Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Microsoft Outlook toolbar and will remain there until you configure Microsoft Dynamics CRM for Outlook.

If the Configuration Wizard does not start automatically, you can start it as described in the first procedure that follows. The second procedure gives information about how to use a script to configure multiple client computers.

1. Start the Configuration Wizard: Click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Microsoft Outlook.

2. For Server URL, choose the option appropriate for you. To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list,

click CRM Online. To connect to an on-premises deployment of Microsoft Dynamics CRM 2011, type the

discovery-service URL for Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555.

NoteIf you are configuring Microsoft Dynamics CRM for Outlook to connect to an on-premises deployment of Microsoft Dynamics CRM 2011 over the internet, use the discovery-service URL with this format: https://dev.crmserver.contoso.com. Check with your system administrator for the exact URL.

3. Click Test Connection. This populates the Organization Information list.

If you are prompted for credentials, select from the following options.

For a Microsoft Dynamics CRM Online organization… Connecting through Office 365, enter your Microsoft online services user name

and password, and then click OK. This information should have been sent to you in email when your account was added.

Connecting by using an earlier online services platform, enter your Microsoft account (formerly Windows Live ID) and password, and then click OK. This information should have been sent to you in email when your account was added.

Note

To configure Microsoft Dynamics CRM for Outlook manually

12

For an on-premises deployment of Microsoft Dynamics CRM 2011, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.

Click OK.

4. For Organization, verify the Microsoft Dynamics CRM organization in the Organization list to which you want to connect, and then click OK.

The organization is initialized.

Click Close.

5. If you are a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

1. Write a script that automatically updates the configuration settings for users of Microsoft Dynamics CRM for Outlook. You could use lines such as the following to perform the basic configuration actions, based on a new configuration file that is stored on the computer indicated as <servername>.

In the following script, the default client configuration file is overwritten, previously configured organizations are removed, and the new organization is installed:

copy /y \\<servername>\share\Default_Client_Config.xml "c:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"

"C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /xa

"C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /i "C:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"

TipConsider running your script as a logon script, or forcing the script to run at a specific time, such as by using Microsoft System Center Configuration Manager 2007.

In the script, you might also want to include detection logic that determines whether the client computer has already been configured. If it has, you can have the script exit without taking action.

Example Default_Client_Config.xml file

<Deployment>

<DiscoveryUrl>http://CrmDiscoveryUrl</DiscoveryUrl>

To configure Microsoft Dynamics CRM for Outlook using a script

13

<Organizations>

<Organization IsPrimary='true'>Organization1</Organization>

</Organizations>

</Deployment>

2. Run the script on each client computer in the organization whose server has changed. You can run the script in various ways, including through the Profile tab of the user properties dialog box in Active Directory Users and Computers (ADUC), or through Group Policy Objects (GPO).

Task 3: Configure user e-mail settingsThe E-mail Router is not required to send and receive Microsoft Dynamics CRM e-mail messages. Instead of using the E-mail Router, you can use Microsoft Dynamics CRM for Outlook to perform the following tasks:

Deliver received e-mail messages to Microsoft Dynamics CRM. Send e-mail messages that are generated from Microsoft Dynamics CRM.

By default, the incoming and outgoing e-mail access types for a user are set to Microsoft Dynamics CRM for Outlook. To enable the Microsoft Dynamics CRM for Outlook for a particular user, you must set the incoming and outgoing e-mail access types only if they have been changed from their default value.

As part of e-mail configuration, you should verify e-mail tracking options. By default, only e-mail messages in response to a Microsoft Dynamics CRM generated e-mail message are tracked. For more information about these settings, see "Specify how your e-mail is tracked" in the Microsoft Dynamics CRM Help.

User and queue e-mail configurationThe e-mail messaging incoming and outgoing settings can be different for each user or queue. You configure these incoming and outgoing options on the User form.

1. Open the Microsoft Dynamics CRM web application.2. In the Navigation Pane, click Settings.3. Under System, click Administration.4. In the Administration area, click Users.5. Find the user whose settings you want to edit. You may need to navigate to a different

page.6. Click the name of the user, or select the user and then click Edit. The User form opens.

You can edit the messaging options in the E-mail Access Configuration section.

Note

To set the e-mail access type

14

NoteBy default, Microsoft Dynamics CRM sets both the incoming e-mail access type and the outgoing e-mail access type to "Microsoft Dynamics CRM for Outlook."

7. To enable Microsoft Dynamics CRM for Outlook for this user, select Microsoft Dynamics CRM for Outlook.

Incoming e-mail messaging optionsYou can use the following incoming e-mail configurations when a user or a queue receives Microsoft Dynamics CRM e-mail messages:

None. Use this option for users or queues that do not use Microsoft Dynamics CRM to send e-mail messages.

Microsoft Dynamics CRM for Outlook. This option requires that Microsoft Outlook be installed on the user's computer. This option does not require the E-mail Router component. However, to process Microsoft Dynamics CRM e-mail messages, Microsoft Outlook must be running.

E-mail Router. This option delivers Microsoft Dynamics CRM e-mail messages directly to Microsoft Dynamics CRM, without the need of a forward mailbox. The e-mail system that you can use to process messages can be Microsoft Exchange Server 2003, Microsoft Exchange Server 2007, Microsoft Exchange Server 2010, Exchange Online, or a POP3-compliant server. For more information, see the E-mail Router documentation.

Forward Mailbox. To use this option, you must install the E-mail Router. This option requires a dedicated mailbox, which your administrator must create. The E-mail Router processes e-mail messages that are forwarded to this mailbox. Although this option does not require users to run Microsoft Outlook, it does require that a server-side rule be deployed for the user. If you are using Exchange Server to process incoming e-mail messages, you can deploy the rule by using the Rule Deployment Wizard. For more information, see “Deploy inbox rules” and “Set up a forward mailbox” in Configure the E-mail Router in this guide.

Outgoing e-mail messaging optionsThe following are the outgoing e-mail configurations that you can use when users or queues send Microsoft Dynamics CRM e-mail messages:

None. Use this option for users or queues that do not use Microsoft Dynamics CRM to send e-mail messages.

Microsoft Dynamics CRM for Outlook. This option requires that Microsoft Outlook be installed on the user's computer. This option does not require the E-mail Router component.

E-mail Router. This option sends Microsoft Dynamics CRM e-mail messages by using the E-mail Router component. The e-mail system must be SMTP compliant. The E-mail Router can be installed on an SMTP server, or on a different computer that has a connection to an SMTP server.

See AlsoMicrosoft Dynamics CRM 2011 for Outlook Installation Instructions

15

Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

Notes about upgrading Microsoft Dynamics CRM for OutlookThe following procedures do not apply to moving between versions of Microsoft Dynamics CRM 2011 for Outlook. Do not use these upgrade procedures to update a computer that has an earlier version of Microsoft Dynamics CRM 2011 for Outlook installed.

Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes automatically from Microsoft Update. You can also search for updates on the Microsoft Download Center. Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.

Base languages must match. To upgrade Microsoft Dynamics CRM for Outlook, the base language of Microsoft Dynamics CRM 2011 for Outlook must match the base language of Microsoft Dynamics CRM 4.0 for Outlook.

Upgrade is required to continue offline access after server upgrade. For an on-premises deployment of Microsoft Dynamics CRM 2011, after the Microsoft Dynamics CRM Server 2011 in an organization has been upgraded to Microsoft Dynamics CRM Server 2011, users must upgrade to Microsoft Dynamics CRM 2011 for Outlook to continue accessing data offline. For example, a particular user runs Microsoft Dynamics CRM 4.0 for Outlook and accesses data offline. This user's organization is upgraded from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. Although there now exists a client-server mismatch, the user can still connect to the server and can still access data online. However, to go offline again, the user must upgrade to Microsoft Dynamics CRM 2011 for Outlook.

Cross-architecture upgrade of Microsoft Dynamics CRM for OutlookIf you intend to change to a different architecture (move from 32-bit to 64-bit or vice versa) while upgrading, note the following:

In-place cross-architecture upgrade is not supported. Microsoft Dynamics CRM 4.0 for Outlook was available only in a 32-bit architecture. If you are running Microsoft Dynamics CRM 4.0 for Outlook, you can perform an in-place upgrade only to 32-bit Microsoft Dynamics CRM 2011 for Outlook. This also applies to Office 2010: If you are running and intend to retain 32-bit Office 2010, you can upgrade only to 32-bit Microsoft Dynamics CRM 2011 for Outlook.

Cross-architecture upgrade requires uninstalling and reinstalling. To change to a different architecture, perform the following steps in the order listed:a. Uninstall Microsoft Dynamics CRM 4.0 for Outlook.b. Uninstall Microsoft Office.c. Install a 64-bit edition of Microsoft Office.

16

d. Install the 64-bit edition of Microsoft Dynamics CRM 2011 for Outlook. For more information about installing Microsoft Dynamics CRM 2011 for Outlook, see "Task 1:

Install Microsoft Dynamics CRM for Outlook" in Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed in this guide.

Task 1: Install Microsoft Dynamics CRM 2011 for OutlookFollow this procedure to install Microsoft Dynamics CRM 2011 for Outlook on a computer that has Microsoft Dynamics CRM 4.0 for Outlook installed.

These steps describe an in-place upgrade. To know whether an in-place upgrade is possible in your situation, see the information above.

1. Meet the Microsoft Dynamics CRM for Outlook requirements specified in Microsoft Dynamics CRM 2011 for Outlook hardware requirements and Microsoft Dynamics CRM 2011 for Outlook software requirements in the Planning Guide.

2. Log on to the computer as a user who has Local Administrator privileges.3. Best practice: Make sure that all Microsoft Office security updates are installed. To verify,

visit Microsoft Update (http://go.microsoft.com/fwlink/?LinkId=165705).4. Locate and run the appropriate installation file:

To install from a DVD, double-click the SetupClient.exe file in the ... \Client\i386 installation folder.

To install from the Web, open the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook (Outlook Client) download page and then download and run the executable file for 32-bit Microsoft Office.

To install from the Microsoft Dynamics CRM user interface, click Get CRM for Outlook on the message bar. If you see one or more dialog boxes entitled Security Warning, click Run in each.

The Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard starts.

5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

6. On the Upgrade page, click Upgrade Now.7. Setup stores your configuration information, installs the program features, and displays a

progress indicator. Your configuration information is reapplied in the new installation.8. On the completion page of the Microsoft Dynamics CRM 2011 for Microsoft Office

Outlook Setup wizard, click Close.

Note

To upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

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Task 2: Configure Microsoft Dynamics CRM for OutlookAfter the upgrade from Microsoft Dynamics CRM 4.0 for Outlook, Microsoft Dynamics CRM for Outlook attempts to use the configuration information that was used by Microsoft Dynamics CRM 4.0 for Outlook. If the configuration information is correct, this re-use will succeed and you will need to take no action. However, Microsoft Dynamics CRM for Outlook must be reconfigured if the old configuration details no longer apply.

When the user restarts Outlook after the installation of Microsoft Dynamics CRM for Outlook, you will know that reconfiguration is necessary if the Configuration Wizard automatically starts. It does so if either of the following is true:

The URL of pn_crm_online to which the Microsoft Dynamics CRM for Outlook connects has changed.

For on-premises deployment of Microsoft Dynamics CRM 2011, if the discovery-service URL or the organization URL changes during the upgrade of an Internet-facing deployment (IFD) from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0 for Outlook will not work. You must either reconfigure each instance of Microsoft Dynamics CRM 4.0 for Outlook (by using the Configuration Wizard, System Center Configuration Manager, or Group Policy), to point Microsoft Dynamics CRM 4.0 for Outlook to the new URL, or upgrade to Microsoft Dynamics CRM 2011 for Outlook.

The user's installation of Microsoft Dynamics CRM 4.0 for Outlook was not completely configured.

If you do not want to configure Microsoft Dynamics CRM for Outlook immediately after you install it, click Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain there until you configure Microsoft Dynamics CRM for Outlook.

If the Configuration Wizard does not start automatically, you can start it as described in the following procedure.

1. Start the Configuration Wizard: Click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Outlook.

2. For Server URL, choose the option appropriate for you. To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list,

click CRM Online. To connect to an on-premises deployment of Microsoft Dynamics CRM 2011, type the

discovery-service URL for Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555.

Note

Important Note

To configure Microsoft Dynamics CRM for Outlook manually

18

If you are configuring Microsoft Dynamics CRM for Outlook to connect to an on-premises deployment of Microsoft Dynamics CRM 2011 over the internet, use the discovery-service URL with this format: https://dev.crmserver.contoso.com. Check with your system administrator for the exact URL.

3. Click Test Connection. This populates the Organization Information list.

If you are prompted for credentials, select from the following options.

For a Microsoft Dynamics CRM Online organization… Connecting through Office 365, enter your Microsoft online services user name

and password, and then click OK. This information should have been sent to you in email when your account was added.

Connecting by using an earlier online services platform, enter your Microsoft account (formerly Windows Live ID) and password, and then click OK. This information should have been sent to you in email when your account was added.

For an on-premises deployment of Microsoft Dynamics CRM 2011, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.

Click OK.

4. For Organization, verify the Microsoft Dynamics CRM organization in the Organization list to which you want to connect, and then click OK.

The organization is initialized.

Click Close.

5. If you are a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

1. Write a script that automatically updates the configuration settings for users of Microsoft Dynamics CRM for Outlook. You could use lines such as the following to perform the basic configuration actions, based on a new configuration file that is stored on the computer indicated as <servername>.

In the following script, the default client configuration file is overwritten, previously configured organizations are removed, and the new organization is installed:

copy /y \\<servername>\share\Default_Client_Config.xml "c:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"

"C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /xa

"C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /i

To configure Microsoft Dynamics CRM for Outlook using a script

19

"C:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"

TipConsider running your script as a logon script, or forcing the script to run at a specific time, such as by using Microsoft System Center Configuration Manager 2007.

In the script, you might also want to include detection logic that determines whether the client computer has already been configured. If it has, you can have the script exit without taking action.

Example Default_Client_Config.xml file

<Deployment>

<DiscoveryUrl>http://CrmDiscoveryUrl</DiscoveryUrl>

<Organizations>

<Organization IsPrimary='true'>Organization1</Organization>

</Organizations>

</Deployment>

2. Run the script on each client computer in the organization whose server has changed. You can run the script in various ways, including through the Profile tab of the user properties dialog box in Active Directory Users and Computers (ADUC), or through Group Policy Objects (GPO).

See AlsoInstalling on a computer that does not have Microsoft Dynamics CRM for Outlook installed

Troubleshooting Microsoft Dynamics CRM for Outlook installation, configuration and upgrade

Troubleshooting Microsoft Dynamics CRM for Outlook installation, configuration and upgradeThis section describes how to troubleshoot Microsoft Dynamics CRM for Outlook installation and upgrade issues.

Troubleshooting installation and configuration tips and known issuesRun the Microsoft Dynamics CRM for Outlook Configuration Troubleshooting Wizard. A step by step wizard that can help resolve Microsoft Dynamics CRM for Outlook configuration issues.

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Microsoft Dynamics CRM Online with Office 365When you try to connect to an organization that is part of your Microsoft Office 365 subscription by using the Configuration Wizard or Microsoft Dynamics CRM Online for Outlook, you are cannot connect. To resolve this issue, verify, and if necessary, correct the following:

Make sure that you can connect to the organization by using Internet Explorer. There may be incomplete information with your Microsoft online services account that is preventing you from authenticating with the service. The URL for the organization is provided in the invitation email message you should have received from Microsoft online services, and is typically in the form of https:// OrganizationName.onmicrosoft.com or https:// OrganizationName.crm.dynamics.com. If you are not certain of the URL, contact your system administrator

Make sure that the Microsoft Online Services Sign-in Assistant is installed on your computer. This component is required by Microsoft Dynamics CRM Online for Outlook to sign-in to an Office 365 subscription. To verify, click Start, click Control Panel, and then in the Control Panel window click Programs, and then click Programs and Features. In this list of installed programs verify that Microsoft Online Services Sign-in Assistant appears. If it is not installed, download and install the component.

Microsoft Online Services Sign-In Assistant for IT Professionals RTW

Log filesWhen you install and configure Microsoft Dynamics CRM for Outlook, the system creates log files that you can use for troubleshooting.

By default, the location of the Setup log files (including crm50setup.log and the Microsoft.Crm.Application.Hoster log file), where User is the account of the user who ran Setup, is as follows:

Windows XP: SystemDrive:\Documents and Settings\<User>\Application Data\Microsoft\MSCRM\Logs\

Windows Vista: SystemDrive:\Users\<User>\AppData\Roaming\Microsoft\MSCRM\Logs\ Windows 7: SystemDrive:\Users\<User>\AppData\Local\Microsoft\MSCRM\Logs

By default, the location of the configuration log files (including crm50clientconfig.log), where User is the account of the user who ran Configuration Wizard, is as follows:

Windows XP: SystemDrive:\Documents and Settings\<User>\Local Settings\Application Data\Microsoft\MSCRM\Logs\

Windows Vista: SystemDrive:\Users\<User>\AppData\Local\Microsoft\MSCRM\Logs Windows 7: SystemDrive:\Users\<User>\AppData\Local\Microsoft\MSCRM\Logs

Event ViewerTo access event logging information for Microsoft Dynamics CRM for Outlook, you open Event Viewer from the client computer where Microsoft Dynamics CRM for Outlook is installed, and then view the entries in the Application log.

To view the Application log in Event Viewer on Windows Vista or Windows 7:

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1. On the computer where Microsoft Dynamics CRM for Outlook is installed, start Event Viewer. 2. In the navigation pane, expand Windows Logs and then click Application. 3. To make it easier to locate events that apply to Microsoft Dynamics CRM for Outlook, use

Create Custom View or Filter Current Log and then sort by applying the following Event sources: MSCRM* (such as MSCRMAddin, MSCRMAddressBook, etc.) MSSQL$CRM

Disable the CRM for Outlook button on the Web applicationBy default, if a user does not have Microsoft Dynamics CRM for Outlook installed and configured, the Microsoft Dynamics CRM web application displays a Get CRM for Outlook button on the message bar. This button provides a link for users to download Microsoft Dynamics CRM for Outlook. If you do not want users to have this capability, you can remove the button.

1. With a security role that has read and write permissions (for example, the System Administrator role), start the Microsoft Dynamics CRM web application.

2. Click Settings.3. Under System, click Administration.4. Click System Settings. The System Settings dialog box appears.5. Click the Outlook tab.6. Set the value for Outlook client is advertised to users in the Message Bar to No.

See AlsoUpgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007

Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007Microsoft System Center Configuration Manager 2007 is a tool that administrators can use to distribute software to users’ computers. System Center Configuration Manager 2007 is one way to distribute Microsoft Dynamics CRM 2011 for Outlook to users in an organization.

In This TopicPrerequisites

Use Microsoft System Center Configuration Manager 2007 to distribute Microsoft Dynamics CRM for Outlook

To remove the Get CRM for Outlook button from the Microsoft Dynamics CRM web application

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Part 1: Start the Distribute Software to Collection Wizard

Part 2: Continue the Distribute Software to Collection Wizard

Part 3: Complete the Distribute Software to Collection Wizard

Inspect the distribution package

Prerequisites

Prepare System Center Configuration ManagerYou can perform the following procedures only if your organization has a working System Center Configuration Manager implementation. Also, software distribution for System Center Configuration Manager must be enabled for clients in your network. For more information, see Configuration Manager 2007 Documentation Library.

Distribute prerequisite software for Microsoft Dynamics CRM for OutlookUse one of the following methods to distribute the prerequisite software required by Microsoft Dynamics CRM for Outlook:

Use System Center Configuration Manager to distribute the prerequisite software. This helps avoid computer restarts during Microsoft Dynamics CRM client setup.

Propagate the prerequisite software to a central file share along with the Microsoft Dynamics CRM installation files. Then, let Microsoft Dynamics CRM setup perform the installation. It will, when required, restart client computers.

For more information, see Configuration Manager 2007 Documentation Library.

Use Microsoft System Center Configuration Manager 2007 to distribute Microsoft Dynamics CRM for OutlookIn the following procedures, you use Microsoft System Center Configuration Manager 2007 to create and distribute a distribution package. This package will contain files and settings that will install Microsoft Dynamics CRM for Outlook and can be customized with configuration information that will allow users to begin using Microsoft Dynamics CRM immediately.

The following procedures describe an example of a way to install Microsoft Dynamics CRM 2011 for Outlook by using System Center Configuration Manager. The file names, installation options, and other settings given here depict one way – but not the only way – to accomplish this task. Other choices might be more appropriate for other system configurations.

For more information about the settings that System Center Configuration Manager makes available, see the Help system that is built into System Center Configuration Manager. Also see the online documentation for System Center Configuration Manager, in particular the section Wizard Pages.

Important

23

The following procedures use a System Center Configuration Manager client called "SCCM_CLIENT1."

Part 1: Start the Distribute Software to Collection Wizard

1. Open the Microsoft System Center Configuration Manager 2007 console. This console is where you control System Center Configuration Manager by setting up client agents, network addresses, boundaries, and so on.

2. In the navigation pane, expand Computer Management, and then expand Collections.

NoteA collection is a logical grouping of computers. This grouping can represent, for example, the set of computers onto which you intend to distribute Microsoft Dynamics CRM for Outlook.

3. Under Collections, right-click the client System: SCCM_CLIENT1, point to Distribute, and click Software. The Distribute Software to Collection Wizard starts. In this wizard, you complete all the steps needed to create a software package and distribute it to clients.

4. On the Welcome page, click Next.5. On the Package page, click Create a new package and program without a definition

file, and then click Next.6. On the Package Identification page, type a name for the package. In this example, for

Name, type CRM Client for Outlook.7. Type the following values into the remaining fields on the Package Identification page:

Version: 5.0 Publisher: Microsoft Language: 1033 Comment: Outlook Client Distribution Package

8. Click Next.9. On the Source Files page, click Create a compressed version of the source files, and

then click Next.10. On the Source File Compression page, indicate where System Center Configuration

Manager is to find the source files for Microsoft Dynamics CRM for Outlook so that it can place them in a package. First, under Source directory location, select Network path (UNC name) or Local drive on site server. Then, under Source directory, indicate the actual path to the Microsoft Dynamics CRM for Outlook source files. Click Next.

11. Continue with Part 2: Continue the Distribute Software to Collection Wizard below.

Part 2: Continue the Distribute Software to Collection Wizard

To create a distribution package

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1. On the Distribution Points page, select one or more points from which the package will be distributed. In a large organization, especially if it is geographically dispersed, you may want to use multiple distribution points. In a small organization, a single distribution point may be enough. Under Distribution points, select one or more distribution points, and then click Next.

2. On the Program Identification page, indicate the action that System Center Configuration Manager should take to install the package. For Name, type SetupClient.

3. Click Browse, and then navigate to the setup location that you indicated on the Source File Compression page. Select the executable file that installs Microsoft Dynamics CRM for Outlook (SetupClient.exe), and then click Open. The name of this executable file displays in the Command line field.

4. (Optional) Add command-line options to the SetupClient.exe command. The following are examples that you may want to consider: Type /q to specify a "quiet" installation, namely one that requires no interaction with

the user on whose computer Microsoft Dynamics CRM for Outlook is being installed. Type /targetdir=<folder name> to indicate a folder into which to install Microsoft

Dynamics CRM for Outlook. If you omit this option Microsoft Dynamics CRM for Outlook is installed to the default folder,drive:\Program Files\Microsoft Dynamics CRM\Client or drive:\Program Files (x86)\Microsoft Dynamics CRM\Client.

Type /l drive:\<folder name>\<file name> to indicate the name and folder of a log file in which to record setup events. You can use this log file to troubleshoot installation issues.

In this distribution package example, we use the following command line: SetupClient.exe /q /l c:\sms.log

5. (Optional) For Comment, add notes that System Center Configuration Manager administrators may need to read.

6. If applicable, for Category, select a custom category, and then click Next. In System Center Configuration Manager, categories are properties by which users can filter software to more easily find distribution packages that meet their needs. For example, you could classify Microsoft Dynamics CRM for Outlook as an example of the type "customer-relationship management."

7. Continue with Part 3: Complete the Distribute Software to Collection Wizard below.

Part 3: Complete the Distribute Software to Collection Wizard

1. On the Program Properties page, specify how you want the installation program to run. For Program can run, select Whether or not a user is logged on.

2. For After running, select No action required, and click Next.

NoteA particular software installation might require a computer restart, but it might not enforce the restart. In this case, you could have System Center Configuration

25

Manager cause the restart by selecting ConfigMgr restarts computer (or Program restarts computer). You could also schedule the restart to occur at a time of day when users are not expected to be working.

3. On the Advertise Program page, select Yes, and then click Next.4. On the Select Program page, make sure that SetupClient is selected under Programs,

and then click Next.5. On the Advertisement Name page, the Name of the advertisement is shown as CRM

Client for Outlook – SetupClient to System : SCCM_CLIENT1. For Comment, you can add text to remind you, for example, of the purpose of the software distribution, so that you can more easily identify it later. Click Next.

6. On the Advertisement Subcollection page, select Advertise the program to members of the collection and its subcollections, and then click Next.

7. On the Advertisement Schedule page, specify when you want the installation to take place. You could, for example, specify that installations can take place only during "maintenance windows," or times that the technical staff has set aside for preventive maintenance that might cause a disruption of service. For Advertise the program after, input a date and time.

8. Select No, this advertisement never expires.9. (Optional) Clear the check box for Download content from unprotected distribution

point and run locally. Then, click Next.10. On the Assign Program page, click Yes, assign the program. This choice makes it

mandatory for users to install the program—in this case, Microsoft Dynamics CRM for Outlook.

11. On the Summary page, click Next. System Center Configuration Manager creates the distribution package.

12. On the Wizard Completed page, click Close.13. Continue with Inspect the distribution package below.

Inspect the distribution package

This procedure is optional.

After you complete the steps in the preceding procedure, the new distribution package exists. Next, you can inspect the distribution package to make sure that it is ready to be propagated and used.

1. In the navigation pane of the System Center Configuration Manager console, under Computer Management, expand Software Distribution, and then expand Packages. The Microsoft CRM Client for Outlook package displays in the Packages pane.

2. In the navigation pane, expand Microsoft CRM Client for Outlook, and then click

Note

To inspect the distribution package

26

Distribution Points.3. In the Distribution Points pane, make sure that at least one distribution point is

displayed.4. In the navigation pane, expand the Package Status node, and within it, the other

Package Status node. This displays information about each package for each site to which the package is targeted.

5. In the interior Package Status folder, click the name of a distribution point. The distribution point and its contents display in the main pane of the System Center Configuration Manager console.

6. You can now determine whether a deployment package has been successfully provisioned on the distribution point. If, for example, the value in the State column is Install Pending, the propagation of the distribution package has not yet occurred. You might need to wait a few minutes for provisioning to complete.

7. After the State of the package has changed to Installed, the distribution package has been propagated, which means it can be used to install software on client computers.

8. In the navigation pane of the System Center Configuration Manager console, click Advertisements.

9. Right-click the advertisement listed in the Advertisements pane, and then click Properties. Make sure that the values shown for Package, Program, and Schedule are correct.

10. (Optional) Check that the values shown on the other tabs of the Properties dialog box are correct.

See AlsoTroubleshooting Microsoft Dynamics CRM for Outlook installation, configuration and upgrade

Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server

Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation ServerThis section describes how to install Microsoft Dynamics CRM for Outlook with roaming user profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server.

Microsoft Dynamics CRM for Outlook with Offline Access is not supported for installation with roaming user profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server. Instead, you should install Microsoft Dynamics CRM for Outlook from the command prompt and include the parameter disableofflinecapability. This removes the offline button from the Microsoft Dynamics CRM for Outlook user interface. For more information, see Install Microsoft Dynamics CRM for Outlook in this guide.

Important

27

Roaming User ProfilesA roaming user profile is a copy of the local user profile that is copied to, and stored on, a server share. This profile is downloaded to each computer that a user logs onto on a network. Changes made to a roaming user profile are synchronized with the server copy of the profile when the user logs off. The advantage of roaming user profiles is that users do not have to create a profile on each computer that they use on a network.

While the roaming user profile moves with the user, software applications such as Microsoft Dynamics CRM for Outlook do not. Identical applications have to be installed on each computer that the user roams to.

Windows Server Remote Desktop ServicesRemote Desktop Services (RDS) in Windows Server 2008 is the new name for Terminal Services. RDS is a centralized desktop and application platform solution that uses presentation and desktop virtualization technologies.

Microsoft Dynamics CRM for Outlook is supported for running on Windows Server 2008 or Windows Server 2008 R2 of Remote Desktop Services. When users run an application on Remote Desktop Services, the application execution occurs on the server. Only keyboard, mouse, and display information are transmitted over the network. Users see only their own individual sessions, which are managed transparently by the server operating system and remain independent of any other client session.

For more information, see Remote Desktop Services.

Citrix XenAppInstructions about how to deploy Microsoft Dynamics CRM for Outlook with Citrix XenApp 6 are available on the Microsoft Download Center at: Microsoft Dynamics CRM for Microsoft Office Outlook Compatibility with Citrix XenApp 6.

Disable the Get CRM for Outlook button

The information in this topic applies to deployments with Microsoft Terminal Server or Citrix server user connections. For general Get CRM for Outlook button removal steps, see Disable the CRM for Outlook button on the Web application.

The Microsoft Dynamics CRM for Outlook Configuration Wizard will start when users connect to a Microsoft Terminal Server or Citrix server. In addition, users will see an option to configure Microsoft Dynamics CRM for Outlook.

To disable the Microsoft Dynamics CRM for Outlook Configuration Wizard and the option to configure Microsoft Dynamics CRM for Outlook in Microsoft Outlook 2010, follow these steps on the client computer.

Note

Note

28

You can also use Group Policy or a logon script to create this registry key for Terminal Server or Citrix users who do not use Microsoft Dynamics CRM for Outlook.

1. Click Start, and then type regedit in the Search programs and files box.2. Locate the following registry subkey: HKEY_CURRENT_USER\Software\Microsoft\

Office\Outlook\Addins3. Right-click Addins, point to New, and then click Key.4. Type crmaddin.Addin, and then press ENTER.5. Right-click crmaddin,Addin, point to New, and then click DWORD Value or DWORD

(32-bit) Value.6. Type LoadBehavior and then press ENTER.7. Right-click LoadBehavior, and then click Modify.8. Type 8 in the Value Data box, click Decimal, and then click OK.9. Exit Registry Editor.

To disable the Microsoft Dynamics CRM for Outlook Configuration Wizard and the option to configure Microsoft Dynamics CRM for Outlook in Microsoft Office Outlook 2007 and Microsoft Office Outlook 2003, follow these steps on the client computer:

1. Click Start, and then type regedit in the Search programs and files box.2. Locate the following registry subkey:

Outlook 2007HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Outlook\Resiliency\DisabledItems

Outlook 2003HKEY_CURRENT_USER\Software\Microsoft\Office\11.0\Outlook\Resiliency\DisabledItems

3. Right-click DisabledItems, point to New, and then click Binary Value.4. Type CRMAddin and then press ENTER.5. Right-click CRMAddin and then click Modify.6. Type the following in the Value Data box and then click OK:

Use this value for:

32-bit versions of Microsoft Office and Microsoft Dynamics CRM for Outlook running on 32-bit versions of Windows.

64-bit versions of Microsoft Office and Microsoft Dynamics CRM for Outlook running on 64-bit versions of Windows.

hex:01,00,00,00,80,00,00,00,2e,00,00,00,63,00,3a,00,5c,00,70,00,72,\

29

00,6f,00,67,00,72,00,61,00,6d,00,20,00,66,00,69,00,6c,00,65,00,73,00,5c,00,\

6d,00,69,00,63,00,72,00,6f,00,73,00,6f,00,66,00,74,00,20,00,64,00,79,00,6e,\

00,61,00,6d,00,69,00,63,00,73,00,20,00,63,00,72,00,6d,00,5c,00,63,00,6c,00,\

69,00,65,00,6e,00,74,00,5c,00,62,00,69,00,6e,00,5c,00,63,00,72,00,6d,00,61,\

00,64,00,64,00,69,00,6e,00,2e,00,64,00,6c,00,6c,00,00,00,6d,00,69,00,63,00,\

72,00,6f,00,73,00,6f,00,66,00,74,00,20,00,64,00,79,00,6e,00,61,00,6d,00,69,\

00,63,00,73,00,20,00,63,00,72,00,6d,00,00,00

Use this value for 32-bit versions of Microsoft Office and Microsoft Dynamics CRM for Outlook on 64-bit versions of Windows.

hex:01,00,00,00,8c,00,00,00,2e,00,00,00,63,00,3a,00,5c,00,70,00,72,\

00,6f,00,67,00,72,00,61,00,6d,00,20,00,66,00,69,00,6c,00,65,00,73,00,20,00,\

28,00,78,00,38,00,36,00,29,00,5c,00,6d,00,69,00,63,00,72,00,6f,00,73,00,6f,\

00,66,00,74,00,20,00,64,00,79,00,6e,00,61,00,6d,00,69,00,63,00,73,00,20,00,\

63,00,72,00,6d,00,5c,00,63,00,6c,00,69,00,65,00,6e,00,74,00,5c,00,62,00,69,\

00,6e,00,5c,00,63,00,72,00,6d,00,61,00,64,00,64,00,69,00,6e,00,2e,00,64,00,\

6c,00,6c,00,00,00,6d,00,69,00,63,00,72,00,6f,00,73,00,6f,00,66,00,74,00,20,\

00,64,00,79,00,6e,00,61,00,6d,00,69,00,63,00,73,00,20,00,63,00,72,00,6d,00,\

00,00

NoteThis binary value is based on the default installation locations of the Crmaddin.dll file. By default, the Crmaddin.dll file is installed in one of the following file system locations:

C:\Program Files\Microsoft Dynamics CRM\Client\bin\crmaddin.dll

30

C:\Program Files (x86)\Microsoft Dynamics CRM bin\crmaddin.dll

If the Crmaddin.dll file is installed in a different location, the binary value in this step will be different.

7. Exit Registry Editor.

See AlsoMicrosoft Dynamics CRM 2011 for Outlook Installation Instructions

Install Microsoft Dynamics CRM 2011 for Outlook without an Internet connection

Install Microsoft Dynamics CRM 2011 for Outlook without an Internet connectionThis section applies to Microsoft Dynamics CRM for Microsoft Office Outlook when you use either Microsoft Dynamics CRM 2011 or pn_crm_online.

There may be occasions when you have to install Microsoft Dynamics CRM for Outlook where there is no Internet connection available. Common occasions are when you are creating virtual demonstration environments, such as when you use Hyper-V, and environments that use firewalls or other security requirements that block Internet access.

For more information about how to install other Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online applications, see How to install Microsoft Dynamics CRM 2011 without an Internet Connection.

To install Microsoft Dynamics CRM for Outlook without an Internet connection, you must first download all prerequisite components. To do this, you will need a computer that has an Internet connection to download all the prerequisites beforehand.

Notice that, when you download the Microsoft Dynamics CRM 2011 ISO from MSDN, or have a physical DVD that you are installing from, you will already have the Redist folder and all the prerequisites downloaded. However, if you download the Microsoft Dynamics CRM for Outlook installation media from the Microsoft Download Center, you must manually build this Redist prerequisite folder structure.

Step 1: Create the First, create the Redist folder structure in the installation media at the same level as the Server, Client, EmailRouter and BIDSExtensions folders.

The installation media folder structure will appear similar to the following list.

BIDSExtensions Client EmailRouter Redist

Note

31

Server Additional files such as autorun.inf, msvp100.dll, and so on.

Step 2: Create the subfolders under the Redist folderCreate the following subfolders directly under the Redist folder.

1. dotNETFX2. IDCRL3. MSI454. MSOIDCRL5. SQLCE6. SQLExpr – Only required if you install Microsoft Dynamics CRM for Microsoft Office Outlook

with Offline Access

Step 3: Download the prerequisite filesDownload the six prerequisite components and copy them into the Redist folder under the appropriate subfolders, by using the following list.

1. dotNETFX Prerequisite name: Microsoft .NET Framework 4 (stand-alone Installer) File name: dotNetFx40_Full_x86_x64.exe

2. IDCRL Prerequisite names:

Windows Live ID Sign-in Assistant 6.5 (32-bit) Windows Live ID Sign-in Assistant 6.5 (64-bit)

File names: wllogin_32.msi wllogin_64.msi

3. MSI45 Prerequisite names:

Windows Installer 4.5 Redistributable (Windows 7 and Vista 32-bit) Windows Installer 4.5 Redistributable (Windows 7 and Vista 64-bit) Windows Installer 4.5 Redistributable (Windows XP 32-bit)

File names: Windows6.0-KB942288-v2-x86.msu Windows6.0-KB942288-v2-x64.msu WindowsXP-KB942288-v3-x86.exe

4. MSOIDCRL Prerequisite names:

Microsoft Online Services Sign-in Assistant (32-bit)

32

Microsoft Online Services Sign-in Assistant (64-bit) File names:

Both versions are named msoidcli. Therefore, you must rename each file by using the naming conventions described here.

msoidcli_32.msi msoidcli_64.msi

5. SQLCE Prerequisite names:

Microsoft SQL Server Compact 3.5 Service Pack 1 and Synchronization Services for ADO.NET version 1.0 Service Pack 1 for Windows Desktop (32-bit)

Microsoft SQL Server Compact 3.5 Service Pack 1 and Synchronization Services for ADO.NET version 1.0 Service Pack 1 for Windows Desktop (64-bit)

File names: SSCERuntime-ENU-x86.msi SSCERuntime-ENU-x64.msi

6. SQLExpr Prerequisite name: Microsoft SQL Server 2008 Express File name: SQLEXPR_x86_ENU.exe

Now that you have all the prerequisites downloaded and saved in the correct folders, you can continue with the Microsoft Dynamics CRM for Outlook installation without an Internet connection.

See AlsoInstalling on a computer that does not have Microsoft Dynamics CRM for Outlook installed

Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

Microsoft Dynamics CRM 2011 Language Pack Installation Instructions

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Note

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