Upgrade Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM 2013 for Outlook
Applies To: Dynamics CRM 2013
Before you upgrade from Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM 2013 for Microsoft Office Outlook, consider the following:
CRM 2013 for Outlook is incompatible with earlier versions of Microsoft Dynamics CRM Server, such as Microsoft Dynamics CRM Server 2011 (on-premises). However, Microsoft Dynamics CRM 2011 for Outlook is compatible with Microsoft Dynamics CRM Server 2013. More information: Microsoft Dynamics CRM 2011 for Outlook compatibility with Microsoft Dynamics CRM 2013 Server
Verify that your computer and software supports running CRM 2013 for Outlook. More information: Microsoft Dynamics CRM for Outlook hardware requirements, Microsoft Dynamics CRM for Outlook software requirements
Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes. You can automatically apply the latest update by using Microsoft Update. You can also search for updates on the Microsoft Download Center. Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.
Base languages must match. To upgrade CRM for Outlook, the base language of the version of CRM 2013 for Outlook you want to install must match the base language of Microsoft Dynamics CRM 2011 for Outlook.
Verify Microsoft Dynamics CRM 2011 for Outlook is in online mode. If you have an earlier version of CRM for Outlook, you cannot upgrade that version of CRM for Outlook when it is in Go offline mode. You must bring CRM for Outlook online before you can upgrade to CRM 2013 for Outlook.
Upgrade is required to continue offline access after server upgrade. For an on-premises deployment of Microsoft Dynamics CRM, after the Microsoft Dynamics CRM Server 2011 has been upgraded to Microsoft Dynamics CRM Server 2013, users running CRM 2013 for Outlook can continue to connect and use Microsoft Dynamics CRM. However, the clients must upgrade to CRM 2013 for Outlook to be able to go offline.
Changing from 32-bit to 64-bit. If you want to change to a different processor architecture (move from 32-bit to 64-bit) while upgrading, note the following:
In-place cross-architecture upgrade isn’t supported. If you’re running the 32-bit version of Microsoft Dynamics CRM 2011 for Outlook you can’t in-place upgrade to 64-bit CRM 2013 for Outlook. This also applies to Microsoft Office: If you’re running Microsoft Office and want to retain 32-bit, you can upgrade only to the 32-bit version of CRM 2013 for Outlook.
Cross-architecture upgrade requires uninstalling and reinstalling. To change to a different architecture, perform the following steps in the order listed:
Uninstall Microsoft Dynamics CRM 2011 for Outlook 32-bit.
Make sure that you have a 64-bit edition of Microsoft Office installed. If not, install one. To determine the version, in Outlook click or tap File, click or tap Help, and in the right-pane next to Version the bit-version is displayed.
Install the 64-bit edition of CRM 2013 for Outlook.
For more information about installing CRM 2013 for Outlook, see "Task 1: Install Microsoft Dynamics CRM for Outlook" in Install CRM for Outlook in this guide.
Follow this procedure to upgrade to CRM 2013 for Outlook on a computer that has Microsoft Dynamics CRM 2011 for Outlook installed.
Log on to the computer as a user who has local Administrators group permissions.
Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit Microsoft Update.
Locate and run the appropriate installation file:
To install from a DVD, double-click the SetupClient.exe file in the ... \Client\i386 installation folder.
To install from the web, open the Microsoft Dynamics CRM 2013 for Outlook (Outlook Client) download page and then download and run the installation package.
To install from the Microsoft Dynamics CRM user interface, click or tap Get CRM for Outlook on the message bar. If you see any dialog boxes titled Security Warning, click or tap Run in each.
The Microsoft Dynamics CRM 2013 for Outlook Setup wizard starts.
On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click or tap Next.
On the Upgrade page, click or tap Upgrade Now.
Setup stores your configuration information, installs the program features, and displays a progress indicator. Your configuration information is reapplied in the new installation.
On the completion page of the Microsoft Dynamics CRM 2013 for Outlook Setup wizard, click or tap Close.
After the upgrade from Microsoft Dynamics CRM 2011 for Outlook, CRM for Outlook attempts to use the configuration information that was used by Microsoft Dynamics CRM 2011 for Outlook.
When your restart Outlook after the upgrade of CRM for Outlook, you will know that reconfiguration is necessary if the Configuration Wizard automatically starts.
If you don’t want to configure CRM for Outlook immediately after you install it, click or tap 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 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
Start the Configuration Wizard: On the Start screen, click or tap Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics CRM > Configuration Wizard. Alternatively, click or tap Configure CRM for Outlook on the CRM tab in Outlook.
For Server URL, choose the option appropriate for you.
To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list, click or tap CRM Online.
To connect to an on-premises deployment of Microsoft Dynamics CRM 2013, 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.
Click or tap Test Connection. This populates the Organization Information list.
If you are prompted for credentials, select from the following options.
For a Microsoft Dynamics CRM Online organization…
Connecting through Office 365, enter your Microsoft Online Services user name and password, and then click or tap OK. This information should have been sent to you in email when your account was added.
Connecting by using an earlier online services platform, enter your Microsoft account (formerly Windows Live ID) and password, and then click or tap 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 2013, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.
Click or tap OK.
For Organization, verify the Microsoft Dynamics CRM organization in the Organization list to which you want to connect, and then click or tap OK.
The organization is initialized.
Click or tap Close.
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 CRM 2013 for Outlook. More information: Install Microsoft Dynamics CRM for Outlook using a command prompt