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Microsoft Dynamics CRM Online requirements

Applies To: Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online gives you the following options to access CRM data:

  • Web browser. No need to install anything to run CRM Online from a computer running a supported web browser.

  • Microsoft Dynamics CRM for Outlook. An Outlook add-in that provides you with a complete set of CRM capabilities right within Microsoft Office Outlook.

  • Microsoft Dynamics CRM for phones and CRM for tablets. Lightweight applications that let you access CRM data on almost any web browser running on a tablet, smartphone, or non-Windows computer.

You use a common web browser, such as Internet Explorer, Mozilla Firefox, Google Chrome or Apple Safari to view, add, or edit information stored in your organization’s CRM Online database. For more information about the supported web browsers and hardware requirements, see Microsoft Dynamics CRM 2013 web application requirements.

CRM for Outlook is a free add-in that give you access to CRM Online in the Outlook user interface. You can download the CRM for Outlook add-in from within CRM Online by clicking Get CRM for Outlook on the message bar.

For information about using CRM for Outlook, see Microsoft Dynamics CRM for Outlook hardware requirements and Microsoft Dynamics CRM for Outlook software requirements.

For complete installation and configuration instructions, see Microsoft Dynamics CRM for Outlook Installation Instructions for use with Microsoft Dynamics CRM Online.

ImportantImportant
CRM for Outlook includes email routing functionality. If you aren’t using CRM for Outlook, there are two other options for processing email:

  • Configure CRM Online to use the Microsoft Dynamics CRM Email Router for incoming and outgoing email.

  • Configure CRM Online to use the Microsoft Dynamics CRM Email Router for outgoing email and a forward mailbox for incoming email.

More information: Planning messaging integration in Microsoft Dynamics CRM 2013

Users can work in CRM Online by using a supported browser on a mobile device, or by using Microsoft Dynamics CRM for phones. For more information about the mobile experience in CRM Online, see Set up CRM for phones and Set up CRM for tablets.

Microsoft Dynamics CRM leverages the capabilities of on-premises versions of Microsoft Office or Microsoft Office 365 and integrates with Microsoft Office Word and Microsoft Office Excel. For more information about the supported versions of Microsoft Office, see Supported versions of Microsoft Office.

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