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Install Microsoft Dynamics CRM 2015 for Outlook for desktop virtualization

Applies To: CRM 2015 on-prem, CRM Online

This topic describes how to install CRM for Outlook with roaming user profiles by using Windows Server Remote Desktop Services.

Roaming user profiles

A roaming user profile is a copy of the local user profile that is copied to, and stored on, a server share. The advantage of roaming user profiles is that users do not have to create a profile on each computer that they use on a network. Their profile is downloaded to each computer that they log on to on a network. Changes made to a roaming user profile are synchronized with the server copy of the profile when the user logs off.

While the roaming user profile moves with the user, software applications such as CRM for Outlook do not. Identical applications have to be installed on each computer that the user logs on to.

Windows Server Remote Desktop Services

Remote Desktop Services is a centralized desktop and application platform solution that uses presentation and desktop virtualization technologies.

CRM 2015 for Outlook is supported for running on Windows Server 2012 Remote Desktop Services. When users run an application on Remote Desktop Services, the application execution occurs on the server. Only keyboard, mouse, and display information are 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.

More information: Remote Desktop Services

The following is the basic procedure required to deploy CRM for Outlook to use as a Remote Desktop Services application.

  1. Provide at least one Microsoft Windows Server that is running the Remote Desktop Services server role. More information: Remote Desktop Services

  2. Install CRM for Outlook using the /disableofflinecapability parameter on the Remote Desktop Services server. Go offline mode is not supported when CRM for Outlook is installed for Remote Desktop Services use. More information: Install Microsoft Dynamics CRM for Outlook using a command prompt

    ImportantImportant
    The CRM for Outlook offline database is not supported for roaming profile use.

  3. Run the Microsoft Dynamics CRM Configuration Wizard on the Remote Desktop Services server. For instructions, see Task 2: Configure Microsoft Dynamics CRM for Outlook.

  4. Disable the Microsoft Dynamics CRM Configuration Wizard on all desktops that will be used to connect to Remote Desktop Services and run CRM for Outlook. For details, see the section below.

noteNote
The information in this topic applies to CRM for Outlook deployments that use Remote Desktop Services. To remove only the Get CRM for Outlook button for CRM for Outlook deployments that don’t use Remote Desktop Services, see the “Set whether users see CRM for Outlook message” setting in System Settings dialog box – Outlook tab.

The CRM for Outlook Configuration Wizard starts every time a roaming user connects to a Windows Server that is running Remote Desktop Services. In addition, users will see the option to configure CRM for Outlook when they run Microsoft Office Outlook.

TipTip
Instead of manually creating the registry key as described here, you can use Group Policy or a logon script to create the registry key for the Remote Desktop Services users who do not use CRM for Outlook.

WarningWarning
Serious problems might occur if you modify the registry incorrectly by using Registry Editor or by using another method. These problems might require you to reinstall the operating system and Microsoft Dynamics CRM. We can’t guarantee that these problems can be resolved. Modify the registry at your own risk.

To disable the CRM for Outlook Configuration Wizard and the option to configure CRM for Outlook in Microsoft Outlook 2010 and Microsoft Outlook 2013, follow these steps on the client computer.

  1. On the computer where Microsoft Office is installed, start Registry Editor (regedit.exe).

  2. Locate the following registry subkey: HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins

  3. Right-click Addins, point to New, and then click Key.

  4. Type crmaddin.Addin, and then press ENTER.

  5. Right-click crmaddin.Addin, point to New, and then click DWORD Value or DWORD (32-bit) Value.

  6. Type LoadBehavior and then press ENTER.

  7. Right-click LoadBehavior, and then click Modify.

  8. Type 8 in the Value Data box, click Decimal, and then click OK.

  9. Exit Registry Editor.

See Also

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