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Install CRM for Outlook for Microsoft Dynamics CRM 2013 and Dynamics CRM Online

Applies To: Microsoft Dynamics CRM 2013

This section applies to Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2013 (on-premises). Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Microsoft Outlook as the Microsoft Dynamics CRM Web client. CRM for Outlook is for Microsoft Dynamics CRM users who need access to CRM data while they are using the familiar Outlook application.

For information about how to plan CRM for Outlook deployments, see Planning Deployment of Microsoft Dynamics CRM 2013 in the Planning Guide.

For information about using Microsoft Group Policy to deploy CRM for Outlook, see Deploy Microsoft Dynamics CRM for Outlook by using Group Policy in the Planning Guide.

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 user), you must configure CRM for Outlook by running CRM for Outlook configuration for each user.

To install or upgrade CRM for Outlook, you must have administrator permissions on the computer where you perform the installation or upgrade steps. The exception to this is when you install an update from Microsoft Update, in which case administrator privileges are not required. You can install CRM for Outlook with offline capability. A user who has this capability installed can access Microsoft Dynamics CRM data when they are not connected to the LAN. 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 data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.

    Although multiple users can share a computer that uses CRM for Outlook, go offline capability is not supported in a shared computer environment, such as when you use remote desktop services (formerly Terminal Services).

Any users who log on locally to a computer that has Microsoft Dynamics CRM for Outlook installed can potentially access Microsoft Dynamics CRM data that is stored in the offline database. Shared use of a computer running CRM for Outlook is not supported.

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