Export (0) Print
Expand All

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

Applies To: CRM Online

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. 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 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 CRM for Outlook by running CRM for Outlook configuration for each user.

A user who has offline capability configured can access Microsoft Dynamics CRM Online data when they are not connected to a network. You can add offline capability at either of the following times:

  • During installation of 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 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 topics cover both CRM for Outlook when used with an on-premises deployment of Microsoft Dynamics CRM and CRM for Outlook when used with Microsoft Dynamics CRM Online.

Microsoft Dynamics CRM for Outlook hardware requirements

Microsoft Dynamics CRM for Outlook software requirements

Install CRM for Outlook

Upgrade to Microsoft Dynamics CRM 2015 for Outlook

Troubleshooting and things to know about Microsoft Dynamics CRM for Outlook

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

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.

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

Deploy Microsoft Dynamics CRM for Outlook by using Group Policy

See Also

Send comments about this topic to Microsoft.
© 2014 Microsoft Corporation. All rights reserved.
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft