Microsoft Dynamics CRM for Outlook and Windows Server Terminal Services or Citrix Presentation Server support
[Applies to: Microsoft Dynamics CRM 4.0]
This section describes terminal server and roaming user profile support for Microsoft Dynamics CRM for Outlook.
Microsoft Dynamics CRM for Outlook with Offline Access is not supported for Terminal Services, Citrix Presentation Server.
Microsoft Dynamics CRM for Outlook is supported for running on Windows Server 2003 or later versions of Terminal Services. When users run an application on Terminal Server, the application execution occurs on the server. Only keyboard, mouse, and display information is 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.
Microsoft Dynamics CRM for Outlook is certified as Citrix-Ready for use with the Citrix Presentation Server 4.5 (32-bit and 64-bit). For more information, see Citrix Ready Products.
Additionally, Microsoft Dynamics CRM for Outlook supports roaming user profiles. Roaming user profiles let you store user profiles centrally on a server and load them when a user logs on. Therefore, users experience a consistent environment regardless of which computer they use.
By default, the Configuration Wizard starts automatically the first time the user runs Outlook after Microsoft Dynamics CRM for Outlook is installed. if you do not want the Configuration Wizard to run automatically for each user, you can set the following registry keys by using a group policy:
HKCU\Software\Microsoft\Office\Outlook\Addins\crmaddin.Addin\LoadBehavior DWORD 2
HKCU\Software\Microsoft\Office\Excel\Addins\crmexceladdin.Addin\LoadBehavior DWORD 2