Install Microsoft Dynamics 365 for Outlook for desktop virtualization

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

This topic describes how to install Dynamics 365 for Outlook with roaming user profiles by using Windows ServerRemote Desktop Services. Remote Desktop Services, formerly Terminal Services, is a server role in Windows Server that provides technologies that enable users to access session-based desktops, virtual machine-based desktops, or applications in the data center from both within a corporate network and from the Internet.

A roaming user profile is a copy of the local user profile that is copied to, and stored on, a server share. The advantage of roaming user profiles is that users do not have to create a profile on each computer that they use on a network. Their profile is downloaded to each computer that they log on to on a network. Changes made to a roaming user profile are synchronized with the server copy of the profile when the user logs off.

While the roaming user profile moves with the user, software applications such as Dynamics 365 for Outlook do not. Identical applications have to be installed on each computer that the user logs on to.

Dynamics 365 for Outlook is supported for running on Windows Server 2012Remote Desktop Services. When users run an application on Remote Desktop Services, the application execution occurs on the server. Only keyboard, mouse, and display information are transmitted over the network. Users see only their own individual sessions, which are managed transparently by the server operating system and remain independent of any other client session.

More information: Remote Desktop Services

The following is the basic procedure required to deploy Dynamics 365 for Outlook to use as a Remote Desktop Services application.

  1. Provide at least one Microsoft Windows Server that is running the Remote Desktop Services server role. More information: Remote Desktop Services

  2. Install Dynamics 365 for Outlook using the /disableofflinecapability parameter on the Remote Desktop Services server. Go offline mode is not supported when Dynamics 365 for Outlook is installed for Remote Desktop Services use. More information: Install Microsoft Dynamics 365 for Outlook using a command prompt

    System_CAPS_importantImportant

    The Dynamics 365 for Outlook offline database is not supported for roaming profile use.

  3. Run the Microsoft Dynamics 365 Configuration Wizard on the Remote Desktop Services server. For instructions, see Install Dynamics 365 for Outlook.

  4. Disable the Microsoft Dynamics 365 Configuration Wizard on all desktops that will be used to connect to Remote Desktop Services and run Dynamics 365 for Outlook. For details, see the section below.

System_CAPS_noteNote

The information in this topic applies to Dynamics 365 for Outlook deployments that use Remote Desktop Services. To remove only the Get Dynamics 365 for Outlook button for Dynamics 365 for Outlook deployments that don’t use Remote Desktop Services, see the “Set whether users see Dynamics 365 for Outlook message” setting in Help & Training: System Settings dialog box – Outlook tab.

The Dynamics 365 for OutlookConfiguration Wizard starts every time a roaming user connects to a Windows Server that is running Remote Desktop Services. In addition, users will see the option to configure Dynamics 365 for Outlook when they run Microsoft Office Outlook.

System_CAPS_tipTip

Instead of manually creating the registry key as described here, you can use Group Policy or a logon script to create the registry key for the Remote Desktop Services users who do not use Dynamics 365 for Outlook.

System_CAPS_warningWarning

Serious problems might occur if you modify the registry incorrectly by using Registry Editor or by using another method. These problems might require you to reinstall the operating system and Microsoft Dynamics 365. We can’t guarantee that these problems can be resolved. Modify the registry at your own risk.

To disable the Dynamics 365 for OutlookConfiguration Wizard and the option to configure Dynamics 365 for Outlook, follow these steps on the client computer.

Disable the Configuration Wizard

  1. On the computer where Microsoft Office is installed, start Registry Editor (regedit.exe).

  2. Locate the following registry subkey: HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins

  3. Right-click Addins, point to New, and then click Key.

  4. Type crmaddin.Addin, and then press ENTER.

  5. Right-click crmaddin.Addin, point to New, and then click DWORD Value or DWORD (32-bit) Value.

  6. Type LoadBehavior and then press ENTER.

  7. Right-click LoadBehavior, and then click Modify.

  8. Type 8 in the Value Data box, click Decimal, and then click OK.

  9. Exit Registry Editor.

Microsoft will support Citrix XenApp 6.5 and 7.0 -7.6 with session virtualization for Microsoft Dynamics 365 for Outlook on a single XenApp instance.

Please note that Citrix deployment may include a complex configuration topology based on other configurations, and these are not supported. For example, these configurations are not supported:

  • Citrix products like XenApp (except for versions 6.5 and 7.0-7.6), XenDesktop, and XenServer and versions of these products

  • Application streaming modes

  • Modes of application deployment

  • Application virtualization layered on top of other virtualization technologies (such as Network and storage virtualization technologies)

  • Cached Exchange Mode turned off in Outlook is supported if Dynamics 365 for Outlook syncs with Dynamics 365 using server-side synchronization but not supported if Dynamics 365 for Outlook syncs with Dynamics 365 for Outlook synchronization. See: Turn on Cached Exchange Mode.

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