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Microsoft Dynamics CRM Online Requirements

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

Web browser. No need to install anything to run Microsoft Dynamics 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.
Mobile Express. A lightweight application that lets you access CRM data on almost any web browser running on a tablet, smartphone, or non-Windows computer.

For Microsoft Dynamics CRM for Outlook, there are links to detailed information about hardware and software requirements. If you do not plan to use Microsoft Dynamics CRM for Outlook, the section provides information about adding the email routing functionality necessary to integrate Microsoft Dynamics CRM Online with your email system.

Web Browser Requirements

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 Microsoft Dynamics CRM Online database. For more information about the supported web browsers and hardware requirements, see Microsoft Dynamics CRM 2011 web application and mobile device requirements.

Microsoft Dynamics CRM for Outlook Requirements

Microsoft Dynamics CRM for Outlook is a free add-in that integrates access to Microsoft Dynamics CRM Online into the Outlook user interface, making it possible to work in both email and Microsoft Dynamics CRM Online through the same interface.

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

You can download the Microsoft Dynamics CRM for Outlook add-in from within Microsoft Dynamics CRM Online by clicking Get CRM for Outlook on the message bar.

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

Important
Microsoft Dynamics CRM for Outlook includes email routing functionality. If you are not using Microsoft Dynamics CRM for Outlook, there are two other options for processing email: Configure Microsoft Dynamics CRM Online to use the Microsoft Dynamics CRM E-mail Router for incoming and outgoing email. Configure Microsoft Dynamics CRM Online to use the Microsoft Dynamics CRM E-mail Router for outgoing email and a forward mailbox for incoming email. For more information, see Planning e-mail integration.

Important

Microsoft Dynamics CRM for Outlook includes email routing functionality. If you are not using Microsoft Dynamics CRM for Outlook, there are two other options for processing email:

Configure Microsoft Dynamics CRM Online to use the Microsoft Dynamics CRM E-mail Router for incoming and outgoing email.
Configure Microsoft Dynamics CRM Online to use the Microsoft Dynamics CRM E-mail Router for outgoing email and a forward mailbox for incoming email.

For more information, see Planning e-mail integration.

Mobile Device Requirements

Users can work in Microsoft Dynamics CRM Online by using a supported browser on a mobile device, or by using Mobile Express for Microsoft Dynamics CRM. For more information about mobile device and browser support, see Microsoft Dynamics CRM mobile device support. For more information about the mobile experience in Microsoft Dynamics CRM Online, including information about Mobile Express for Microsoft Dynamics CRM, see Getting Started with CRM Mobility.

Microsoft Office Requirements

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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