How to Install CRM Dynamics 2011 Outlook Client

How to Install CRM Dynamics 2011 Outlook Client

In this post i am going to explain, how you can install CRM Dynamics 2011 Outlook Client.

Prerequisites

The following prerequisites are required before you can install and use the full functionality of Microsoft Dynamics CRM:

  • Internet Explorer 8 or 9 (although IE8 will work, IE9 is highly recommended)
  • Microsoft Outlook 2010
  • Client operating system: Windows 7, Windows XP, Vista
  • CRM account access
  • You must be an Administrator on your PC to install new software.

 

Installation Process

Preparation

Ensure Microsoft Outlook is closed prior to the installation.

Client Software

Download the following client software file and save it in your Downloads folder:

http://download.microsoft.com/download/4/6/6/466BA2EA-4A6B-4623-86A4-B205A7B3A7F9/CRM2011-Client-ENU-i386.exe

Information about this download can be found here:

http://www.microsoft.com/en-gb/download/details.aspx?id=27821

Update Software

Download the following update file (‘rollup 10’ – version 05.00.9690.2730, published: 16/08/2012) and save it in your Downloads folder:

http://download.microsoft.com/download/3/6/0/36048F57-2D2A-412C-9C53-AF9BE5AC1378/CRM2011-Client-KB2710577-ENU-i386.exe

Information about this update can be found here:

http://www.microsoft.com/en-gb/download/details.aspx?id=30711

Install the client

    1. Run the following file that you downloaded in your Downloads folder: CRM2011-Client-ENU-i386.exe
    2. This will prompt you for a location to extract the files:
    3. Ensuring ‘Desktop’ is selected first, click on the ‘Make New Folder’ button.
    4. Create a folder for example CRM:
    5. Select it and click on ‘OK’.  The files will extract which may take several minutes:
    6. The installation will automatically start the ‘Microsoft Dynamics CRM 2011 for Outlook Setup’ wizard.  Follow the steps in the wizard, accepting all default options.  The process may take several minutes:

How to Install CRM Dynamics 2011 Outlook Client
CRM Client for Outlook

Do not restart Microsoft Outlook at this point.  Proceed to install the update instead

Install the Update

  1. Run the following file that you downloaded in your Downloads folder: RM2011-Client-KB2710577-ENU-i386.exe

This will start the Update Rollup wizard:

How to Install CRM Dynamics 2011 Outlook Client
Rollup 10 CRM Dynamics

2. Follow the wizard through until the end:

How to Install CRM Dynamics 2011 Outlook Client
Update Completed CRM Rollup

 

Configuring Microsoft Dynamics CRM for First Use

After Microsoft Dynamics CRM has been installed on a PC, the first time every user of that PC runs Outlook, the configuration wizard will automatically start.  This will only once, per user, per PC:

  1. Launch Microsoft Outlook.
  2. The configuration wizard should automatically start:
How to Install CRM Dynamics 2011 Outlook Client
Dynamics CRM for Outlook

 

If the configuration wizard does not start automatically, you must run it manually by clicking on the ‘Configure Microsoft Dynamics CRM for Outlook’ button on the new ‘CRM’ tab on the Microsoft Outlook ribbon:

How to Install CRM Dynamics 2011 Outlook Client
CRM Client Configuration

 

3. Enter ‘Your Server Address‘ into the ‘Server URL’ field and click on ‘Test Connection’.  The correct ‘Organization Information’ should automatically populate:

4. Select ‘OK’ and the organisation will be added and initialised:

 

 

Microsoft Dynamics CRM can only allow one PC to synchronise with Microsoft Outlook at any one time.  If you have previously installed or used Microsoft Dynamics CRM on another PC, that PC will automatically be set as the synchronisation client.

When you use Microsoft Dynamics CRM on a different PC, if it detects that you have already have a synchronisation client, it will prompt you as follows:

How to Install CRM Dynamics 2011 Outlook Client
CRM Dynamics Sync Message

 

You should always answer ‘Yes’ to this question if you want your work in Microsoft Dynamics CRM to be synchronised immediately with Microsoft Outlook.  If you select ‘No’, the work you have carried out in Microsoft Dynamics CRM will not be synchronised until you next run Microsoft Outlook on your other PC.

If you answer ‘Yes’ to this message, when you return to your other PC, the same prompt will appear and again you should answer ‘Yes’.

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