Upgrade to Microsoft Dynamics CRM 2015 for Outlook

 

Applies To: Dynamics CRM 2015

There are three steps to follow for a smooth upgrade to Microsoft Dynamics CRM 2015 for Outlook.

  1. Upgrade all Dynamics CRM for Outlook to Microsoft Dynamics CRM 2013 for Outlook.

  2. Upgrade your CRM server to Microsoft Dynamics CRM 2015 – for on-premises editions.

  3. Upgrade CRM 2013 for Outlook to Microsoft Dynamics CRM 2015 for Outlook.

Requirement

Description

Understand Dynamics CRM 2015 for Outlook compatability requirements

Dynamics CRM 2015 for Outlook has a variety of software dependencies that must be understood and adhered to for a successful upgrade. For a current and historical view of these dependencies, see CRM for Outlook support

Use a PC that has sufficient hardware

For the best performance when you run Dynamics CRM 2015 for Outlook, make sure your PC is running 64-bit Windows and 64-bit Microsoft Office and has sufficient hard disk and RAM. More information: Microsoft Dynamics CRM for Outlook hardware requirements

Verify that you have appropriate permission

To install or upgrade Dynamics CRM for Outlook, you must have local administrator permission on the computer where you perform the installation or upgrade.

Verify base language

To upgrade Dynamics CRM for Outlook, the base language of Dynamics CRM 2015 for Outlook must match the base language of CRM 2013 for Outlook.

Verify CRM 2013 for Outlook is in online mode

You cannot upgrade CRM 2013 for Outlook when it is in Go offline mode. You must bring CRM 2013 for Outlook online before you can upgrade to Dynamics CRM 2015 for Outlook. To check, in Outlook: choose File > CRM and verify the tile says Go Offline.

Follow this procedure to upgrade to Dynamics CRM 2015 for Outlook on a computer that has CRM 2013 for Outlook installed.

  1. Log on to the computer as a user who has local Administrators group permissions.

  2. Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit Microsoft Update.

  3. Locate and run the appropriate installation file:

    • To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture (32-bit or 64-bit) of Microsoft Office that you’ve installed:

      • ... \Client\amd64 for 64-bit

      • ... \Client\i386 for 32-bit

    • To install from the web, open the Microsoft Dynamics CRM 2015 for Outlook (Outlook Client) download page and then download and run the installation package.

    • To install from the Microsoft Dynamics CRM user interface, choose Get CRM for Outlook on the message bar. If you see any dialog boxes titled Security Warning, choose Run in each.

    The Microsoft Dynamics CRM 2015 for Outlook Setup wizard starts.

  4. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then choose Next.

  5. On the Upgrade page, choose Upgrade Now.

  6. Setup stores your configuration information, installs the program features, and displays a progress indicator. Your configuration information is reapplied in the new installation.

  7. On the completion page of the Microsoft Dynamics CRM 2015 for Outlook Setup wizard, choose Close.

After the upgrade from CRM 2013 for Outlook, Dynamics CRM for Outlook attempts to use the configuration information that was used by CRM 2013 for Outlook.

When your restart Outlook after the upgrade of Dynamics CRM for Outlook, you will know that reconfiguration is necessary if the Configuration Wizard automatically starts.

If you don’t want to configure Dynamics CRM for Outlook immediately after you install it, choose Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and remains there until you configure Dynamics CRM for Outlook.

If the Configuration Wizard doesn’t start automatically, you can start it as described in the following procedure.

To configure Microsoft Dynamics CRM for Outlook

  1. Start the Configuration Wizard: On the Start screen, choose Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics CRM 2015 > Configuration Wizard. Alternatively, choose Configure Dynamics CRM for Outlook on the CRM tab in Outlook.

  2. Choose Delete or Add to remove or add a CRM organization.

  3. To add an organization, choose the option appropriate for you.

    • To connect to a Microsoft Dynamics CRM Online organization, choose CRM Online from the drop-down menu.

    • To connect to an on-premises deployment of Microsoft Dynamics CRM 2015, type the discovery-service URL for Microsoft Dynamics CRM in the format https://orgname.contoso.com for Internet-facing deployments (IFD) or http://crmserver:5555 for internal deployments. Contact your system administrator for the correct URL.

  4. Choose Connect.

    If you are prompted for credentials, select from the following options.

    • For a Microsoft Dynamics CRM Online organization, enter your Microsoft Online Services user name and password, and then choose OK. This information should have been sent to you in email when your account was added.

    • For an on-premises deployment of Microsoft Dynamics CRM 2015, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.

  5. Choose Close.

  6. If you are a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

You use the command prompt to install and configure Dynamics CRM 2015 for Outlook. More information: Install Microsoft Dynamics CRM for Outlook using a command prompt

If you intend to change to a different architecture (move from 32-bit to 64-bit) while upgrading, note the following:

  • In-place cross-architecture upgrade is not supported. If you are running CRM 2013 for Outlook 32-bit, you can perform an in-place upgrade only to 32-bit Dynamics CRM 2015 for Outlook. This also applies to Microsoft Office: If you are running and intend to retain a 32-bit version of Microsoft Office, you can upgrade only to 32-bit Dynamics CRM 2015 for Outlook.

  • Cross-architecture upgrade requires uninstalling and reinstalling. If you have a 64-bit PC running a 64-bit version of Microsoft Windows, you can change from 32-bit to 64-bit Dynamics CRM 2015 for Outlook by performing the following steps in the order listed.

    1. Make sure that your PC has a 64-bit version of Windows. How to determine whether a computer is running a 32-bit version or 64-bit version of the Windows operating system.

    2. Uninstall CRM 2013 for Outlook.

    3. Uninstall Microsoft Office.

    4. Install a 64-bit edition of Microsoft Office.

    5. Install the 64-bit edition of Dynamics CRM 2015 for Outlook.

For more information about installing Dynamics CRM 2015 for Outlook, see Install CRM for Outlook.

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