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Microsoft Dynamics CRM for Outlook software requirements

Applies To: Microsoft Dynamics CRM 2013

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

Any one of the following operating systems is required:

  • Windows 8.1 or Windows 8 (64-bit and 32-bit versions)

  • Windows 7 (64-bit and 32-bit versions)

  • Windows Vista SP2 (64-bit and 32-bit versions)

  • Windows Server 2012, Windows Server 2008 R2, or Windows Server 2008 when running as a Remote Desktop Services application

Windows XP editions are not supported for installing and running CRM 2013 for Outlook.

Windows Server 2003 editions are not supported for installing and running CRM 2013 for Outlook as a Remote Desktop Services application.

Running on Windows 8.1 requires Microsoft Dynamics CRM 2013 Update Rollup 2.

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

Web Browser. One of the following:

Internet Explorer 7 or earlier versions are not supported for use with Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

Microsoft Office . One of the following:

  • Microsoft Office 2013

  • Microsoft Office 2010

  • Microsoft Office 2007

Outlook 2003 versions are not supported for installing and running CRM 2013 for Outlook.

CRM for Outlook isn’t supported with Office for Mac versions of Microsoft Office Outlook.

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

Before you run the Configuration Wizard to configure 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.

Both the web application and 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 JavaScript is disabled, CRM for Outlook doesn’t. To verify if JavaScript is enabled in Internet Explorer 9, start Internet Explorer, on the Tools menu click or tap Internet options. On the Security tab, click or tap Internet, and then click or tap 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 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 CRM for Outlook can connect to it:

  • On-premises editions of Microsoft Dynamics CRM Server 2013

  • Microsoft Dynamics CRM Online

If needed, the following software will be installed by Microsoft Dynamics CRM for Outlook Setup:

  • Microsoft SQL Server 2008 Express Edition SP1.

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

  • 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).

  • Microsoft Azure AppFabric SDK V1.0.

  • Windows Live ID Sign-in Assistant 6.5.

  • Microsoft Online Services Sign-in Assistant 2.1.

  • Microsoft SQL Server Native Client.

  • Microsoft SQL Server Compact 4.0.

  • Reporting Services Microsoft ActiveX control. If not installed on the computer, the user will be prompted to install the software at first attempt to print a report. This installer package is named RSClientPrint.cab and can found on the Microsoft SQL Server Reporting Services server at <drive>:\Program files\Microsoft SQL Server\<MSSQL>\Reporting Services\ReportServer\bin.

If you run more than one version of Microsoft Office Outlook on your computer, CRM for Outlook will only run in the latest version of Outlook. This behavior is true even if you were previously running Outlook in the earlier version of Microsoft Office. For example, if you run Outlook in Microsoft Outlook 2010 and then install Microsoft Outlook 2013 keeping Microsoft Outlook 2010, CRM for Outlook will only run in Microsoft Outlook 2013. If you uninstall Microsoft Outlook 2013, CRM for Outlook will switch to running in Microsoft Outlook 2010 again.

Microsoft will support a configuration that is Citrix XenApp 6.5 with session virtualization for Microsoft Dynamics CRM for Outlook on a single XenApp instance. That support is only for Microsoft Dynamics CRM 2013 Service Pack 1 for Microsoft Office Outlook.

Please note that Citrix deployment may include a complex configuration topology based on other configurations, and these are not supported. For example, these configurations are not supported:

  • Citrix products like XenApp (except for version 6.5), XenDesktop, and XenServer and versions of these products

  • Application streaming modes

  • Modes of application deployment

  • Options for load balancing

  • Application virtualization layered on top of other virtualization technologies (such as Network and storage virtualization technologies)

See Also

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