Tag - CRM Outlook Client

5. To access Quick Access Toolbar, click on CRM tab and then choose your options from the Quick Access Toolbar

Know about Dynamics CRM app for Outlook

Are you an Outlook geek? Can’t you image anything but Outlook? No problem, Dynamics CRM brings Dynamic CRM for Outlook app for you. It provides similar interface of Outlook which will remove hassle of habituating with a new UI. CRM App for Outlook provides an interface which is more than just like tracking emails. You don’t have to download any software. Just add a plug-in from your CRM Account and start tracking emails, and finding records from your Dynamics CRM. In your Outlook client, you have access to full functionality and areas of CRM and CRM data. You also have some extra features and functionalities. You can easily manage your tasks from your Outlook client. Outlook is one of the most Gorgeous mail management servers. Many people are used to use only Outlook to manage their emails. Keeping in mind these users, Microsoft developed Microsoft Dynamics CRM app for Outlook. You can add contact and other activities by tracking them to CRM which will save your significant amount of time. Moreover, it automatically process re-typing data into a new record in CRM. Also, you can attach different types of articles with emails through Outlook. Recreating tasks, contacts, documents etc. to the CRM takes too much time. Through Dynamics CRM for Outlook, you can easily transfer your emails, contacts, documents and tasks from Outlook to your CRM. After transferring all these, you can again manage these from your Outlook. So, everything is at your hand.  :) (more…)
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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:
CRM Client for Outlook
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:
Rollup 10 CRM Dynamics
Rollup 10 CRM Dynamics
2. Follow the wizard through until the end:
Update Completed CRM Rollup
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:
Dynamics CRM for Outlook
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:
CRM Client Configuration
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:
CRM Dynamics Sync Message
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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