Install CRM for Outlook

Dynamics CRM 2013
 

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.

System_CAPS_importantImportant

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.

System_CAPS_security Security Note

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.

More information:

Set synchronization options in Microsoft Dynamics CRM for Outlook

Set address book options in Microsoft Dynamics CRM for Outlook

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.

© 2016 Microsoft Corporation. All rights reserved. Copyright

Show: