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Microsoft Dynamics CRM for Outlook Installation Instructions for use with Microsoft Dynamics CRM Online

Version 5.6.0

Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Microsoft Office Outlook as the Microsoft Dynamics CRM Online Web client. Microsoft Dynamics CRM for Outlook is targeted at Microsoft Dynamics CRM Online users who need access to CRM data while they are using the familiar Microsoft Outlook application.

After you install and configure Microsoft Dynamics CRM for Outlook, an individual user can use it to access Microsoft Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate logon account and is a valid Microsoft Dynamics CRM Online user), you must configure Microsoft Dynamics CRM for Outlook by running Microsoft Dynamics CRM for Outlook configuration for each user.

You can install Microsoft Dynamics CRM for Outlook with offline capability. A user who has this capability installed can access Microsoft Dynamics CRM Online data when they are not connected to the LAN. You can add offline capability at either of the following times:

  • During installation of Microsoft Dynamics CRM for Outlook.

  • After installation has completed. In this case, a user can add offline capability by clicking Go Offline in Microsoft Outlook. This starts the installation of additional required components and stores a copy of the user’s Microsoft Dynamics CRM Online data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.

noteNote
Although multiple users can share a computer that uses Microsoft Dynamics CRM for Outlook, only one user can go offline on that computer.

If you would like a version of this document to print, download Microsoft Dynamics CRM Online for Outlook Installation Instructions (Microsoft Dynamics CRM Online editions).

Microsoft Dynamics CRM for Outlook requirements and installation topics

The following Microsoft Dynamics CRM 2011 Implementation Guide topics cover both Microsoft Dynamics CRM for Outlook when used with an on-premises deployment of Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM for Outlook when used with Microsoft Dynamics CRM Online.

Microsoft Dynamics CRM 2011 for Outlook hardware requirements

Microsoft Dynamics CRM 2011 for Outlook software requirements

Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed

Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

Troubleshooting Microsoft Dynamics CRM for Outlook installation and upgrade

Microsoft Dynamics CRM Online for Outlook silent, centralized desktop and automated deployment options

Microsoft Dynamics CRM for Outlook offers deployment options for organizations that require silent automated distribution or installation to centralized desktop environments that use Remote Desktop Services or Citrix Presentation Server.

Notice that, although the following Implementation Guide topics specifically refer to on premises deployments of Microsoft Dynamics CRM, much of the content still applies to Microsoft Dynamics CRM Online.

Install Microsoft Dynamics CRM for Outlook using a Command Prompt

Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server

Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007 (SCCM)

Deploy Microsoft Dynamics CRM for Outlook by using Group Policy

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