Install CRM for Outlook
Applies To: Dynamics CRM 2013
If your users run a recent version of Microsoft Office Outlook, they can use Microsoft Dynamics CRM for Microsoft Office Outlook. CRM for Outlook makes it easier for your team to work with CRM data in the familiar Outlook environment.
Before you and your users install CRM for Outlook, be sure to have completed your desired customizations. In particular, for best performance, you should ensure that you enable only the minimum required entities and views for offline use in CRM for Outlook. For more information about customization, see the Customization Guide for Microsoft Dynamics CRM 2013. For more information about setting up entities for synchronization, see 02ba7668-028c-4886-9f05-9116a605f3c8#BKMK_EnableDisableOptions.
After you install CRM for Outlook, you have to set some options so that users can send and receive email from CRM for Outlook and to specify what data is synchronized.
Users who log on locally to a device that has Microsoft Dynamics CRM for Outlook installed can potentially access CRM data stored locally. Shared use of a device running Dynamics CRM for Outlook is not supported.
For upgrade information, see Upgrade Microsoft Dynamics CRM for Outlook.
To download and install CRM for Outlook, see Task 1: Install Microsoft Dynamics CRM for Outlook.
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