Microsoft Dynamics CRM How To Series

How To: Installing the Microsoft Dynamics CRM Online for Outlook Client

By Frank Lee, Workopia, Inc.

www.workopia.com

 

The following steps with screen shots show how to install the Microsoft CRM Online for Outlook Client.  There are two parts.

 

Part A:  Install Microsoft Dynamics CRM Online for Outlook Client

 

  1. Obtain the Microsoft Dynamics CRM Online for Microsoft Office Outlook client setup program - download the latest setup program from the internet:

http://rc.crm.dynamics.com/rc/regcont/en_us/live/articles/downloads.aspx

or

http://www.workopia.com/Links.htm#Update

Note:  Highly recommend 1 GB or more RAM and make sure to apply the latest Microsoft Windows and Office updates to your computer

Note:  Ensure that Microsoft Outlook is setup and running properly prior to the Microsoft CRM Outlook Client installation

Note:  Only Windows XP or Vista running Microsoft Office Outlook 2003 or 2007 are supported

 

  1. Log on to the computer as a user who has the “Local Administrator” privilege, if you are not sure, check with your CRM Administrator

 

  1. Double-click setupclient.exe.

Note:  It may take several seconds to load

 

  1. Select “Install Microsoft Dynamics CRM for Outlook (Recommended)” or select “Install Microsoft Dynamics CRM for Outlook with Offline Access (Advanced)” and then click the “Next >” button

 

  1. Select “I accept this license agreement” and then click the “I Accept” button

 

  1. If any required components are missing, click the “Install” button to install them.

Note:  Microsoft .NET Framework 3.0 (if needed) and SQL Server 2005 Express (if needed) can take several minutes to install

Note:  Ensure that all the required components are installed and all checks are green, and then click the “Next” button

 

  1. The Select Installation Location window appears.  Keep the default installation location and then click the “Next” button

 

  1. The System Requirements window appears.  Failed checks must be corrected before installation can continue to the next step.  When all checks are “green”, click the “Install” button

Note:  Warning check such as “After installation is complete, run Windows Update…” is OK to continue.  Also on computers that have less than 1GB RAM, a warning will appear about it but is OK to continue – you can upgrade your computer to more than 1 GB RAM after the installation

 

  1. On the Microsoft Dynamics CRM for Outlook Setup completion window, click the “Close” button

Note:  Ensure that the “installed successfully…” message is present

 

 

Part B:  Configure Microsoft Dynamics CRM for Outlook Client

After you complete Microsoft Dynamics CRM for Outlook Setup (Part A), run the Configuration Wizard to complete the installation.

 

  1. To start the Configuration Wizard, click Start >> All Programs >> Microsoft Dynamics CRM 4.0, and then click “Configuration Wizard”

 

  1. On the Welcome window, click the “Next” button

 

  1. On the Connect to Microsoft Dynamics CRM Online window, enter your Windows Live ID and Password.  Also check the “Remember my password…”, and then click the “OK” button

Note:  If you are not sure of your Windows Live ID, check with your CRM Administrator

 

  1. On the Help Us Improve the Customer Experience window, select whether you want to participate in the Customer Experience Improvement Program, and then click the “Next” button

 

  1. The System Requirements window appears.  Failed checks must be corrected before configuration can continue.  If no errors, or if only warnings appear, you can continue.  Click the “Next” button

 

  1. On the Configuration Complete window, click the “Finish” button.  Congratulation!  You have completed the installation of the Microsoft CRM Outlook Client.  Open your Microsoft Office Outlook and begin access Microsoft CRM within Outlook.

 

Note:  The Connect to Microsoft Dynamics CRM Online window my appear the first time you open Microsoft Outlook after installing the Microsoft CRM for Outlook client.  Re-enter your Windows Live ID and Password.  Also check the “Remember my password…”, and then click the “OK” button.  If you are not sure of your Windows Live ID, check with your CRM Administrator

 

Frank Lee is the President of Workopia, Inc. - Microsoft Dynamics CRM certified specialist serving small to medium businesses nationwide.  Frank has been actively involved with Microsoft CRM implementations since Microsoft CRM v1.0 Beta.

 

www.workopia.com

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