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Planning and installing CRM for Outlook for Microsoft Dynamics CRM 2015 and Dynamics CRM Online

Applies To: CRM 2015 on-prem, CRM Online

Microsoft Dynamics CRM for Outlook enables access to the same data through Microsoft Outlook as the Microsoft Dynamics CRM Web client. Dynamics CRM for Outlook is for Microsoft Dynamics CRM users who need access to CRM data while they are using the familiar Outlook application.

Before you and your users install Dynamics 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 Dynamics CRM for Outlook. For more information about customization, see the Customize your CRM system. For more information about setting up entities for synchronization, see Create and edit entities.

securitySecurity Note
After you install Dynamics CRM for Outlook, you have to set some options so that users can send and receive email from Dynamics 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:

Help & Training: Set personal options that affect tracking and synchronization between CRM and Outlook or Exchange

Help & Training: Set address book options in Microsoft Dynamics CRM for Outlook

For upgrade information, see Upgrade to Microsoft Dynamics CRM 2015 for Outlook.

To download and install Dynamics CRM for Outlook, see Task 1: Install Microsoft Dynamics CRM for Outlook.

After you install and configure Dynamics CRM for Outlook, an individual user can use it to access Microsoft Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate logon account and is a valid Microsoft Dynamics CRM user), you must configure Dynamics CRM for Outlook by running Dynamics CRM for Outlook configuration for each user.

We do not guarantee synchronization will work as expected if Cached Exchange Mode is turned off in Microsoft Outlook. For example, sometimes, tracking email from the Outlook Search folder gives an error when Cached Exchange Mode is off when you set up your Exchange email account in Outlook. The best practice is to turn on Cached Exchange Mode when you set up your Exchange email account in Outlook. More information: Turn on Cached Exchange Mode

To install or upgrade Dynamics CRM for Outlook, you must have administrator permissions on the computer where you perform the installation or upgrade steps. The exception to this is when you install an update from Microsoft Update, in which case administrator privileges are not required. You can install Dynamics CRM for Outlook with offline capability. A user who has this capability installed can access Microsoft Dynamics CRM data when they are not connected to the LAN. You can add offline capability at either of the following times:

  • During installation of Dynamics CRM for Outlook.

  • After installation has completed. In this case, a user can add offline capability by clicking Go Offline in Microsoft Outlook. This starts the installation of additional required components and stores a copy of the user’s Microsoft Dynamics CRM data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.

    Although multiple users can share a computer that uses Dynamics CRM for Outlook, go offline capability is not supported in a shared computer environment, such as when you use remote desktop services (formerly Terminal Services).

    Using Folder Redirection with offline files is not supported for Dynamics CRM for Outlook. If the CRM data is stored with redirected offline files, users may be unable to use Dynamics CRM for Outlook.

See Also

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