Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server

This section describes how to install Microsoft Dynamics CRM for Outlook with roaming user profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server.

ImportantImportant
Microsoft Dynamics CRM for Outlook with Offline Access is not supported for installation with roaming user profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server. Instead, you should install Microsoft Dynamics CRM for Outlook from the command prompt and include the parameter disableofflinecapability. This removes the offline button from the Microsoft Dynamics CRM for Outlook user interface. For more information, see Install Microsoft Dynamics CRM for Outlook using a Command Prompt in this guide.

Roaming User Profiles

A roaming user profile is a copy of the local user profile that is copied to, and stored on, a server share. This profile is downloaded to each computer that a user logs onto on a network. Changes made to a roaming user profile are synchronized with the server copy of the profile when the user logs off. 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.

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

Windows Server Remote Desktop Services

Remote Desktop Services (RDS) in Windows Server 2008 is the new name for Terminal Services. RDS is a centralized desktop and application platform solution that uses presentation and desktop virtualization technologies.

Microsoft Dynamics CRM for Outlook is supported for running on Windows Server 2008 or Windows Server 2008 R2 of Remote 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.

For more information, see Remote Desktop Services.

Citrix XenApp

Instructions about how to deploy Microsoft Dynamics CRM for Outlook with Citrix XenApp 6 are available on the Microsoft Download Center at: Microsoft Dynamics CRM for Microsoft Office Outlook Compatibility with Citrix XenApp 6.

Disable the Get CRM for Outlook button

noteNote
The information in this topic applies to deployments with Microsoft Terminal Server or Citrix server user connections. For general Get CRM for Outlook button removal steps, see Disable the CRM for Outlook button on the Web application.

The Microsoft Dynamics CRM for Outlook Configuration Wizard will start when users connect to a Microsoft Terminal Server or Citrix server. In addition, users will see an option to configure Microsoft Dynamics CRM for Outlook.

To disable the Microsoft Dynamics CRM for Outlook Configuration Wizard and the option to configure Microsoft Dynamics CRM for Outlook in Microsoft Outlook 2010, follow these steps on the client computer.

noteNote
You can also use Group Policy or a logon script to create this registry key for Terminal Server or Citrix users who do not use Microsoft Dynamics CRM for Outlook.

  1. Click Start, and then type regedit in the Search programs and files box.

  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.

To disable the Microsoft Dynamics CRM for Outlook Configuration Wizard and the option to configure Microsoft Dynamics CRM for Outlook in Microsoft Office Outlook 2007 and Microsoft Office Outlook 2003, follow these steps on the client computer:

  1. Click Start, and then type regedit in the Search programs and files box.

  2. Locate the following registry subkey:

    • Outlook 2007

      HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Outlook\Resiliency\DisabledItems

    • Outlook 2003

      HKEY_CURRENT_USER\Software\Microsoft\Office\11.0\Outlook\Resiliency\DisabledItems

  3. Right-click DisabledItems, point to New, and then click Binary Value.

  4. Type CRMAddin and then press ENTER.

  5. Right-click CRMAddin and then click Modify.

  6. Type the following in the Value Data box and then click OK:

    Use this value for:

    • 32-bit versions of Microsoft Office and Microsoft Dynamics CRM for Outlook running on 32-bit versions of Windows.

    • 64-bit versions of Microsoft Office and Microsoft Dynamics CRM for Outlook running on 64-bit versions of Windows.

    hex:01,00,00,00,80,00,00,00,2e,00,00,00,63,00,3a,00,5c,00,70,00,72,\ 
    00,6f,00,67,00,72,00,61,00,6d,00,20,00,66,00,69,00,6c,00,65,00,73,00,5c,00,\ 
    6d,00,69,00,63,00,72,00,6f,00,73,00,6f,00,66,00,74,00,20,00,64,00,79,00,6e,\
    00,61,00,6d,00,69,00,63,00,73,00,20,00,63,00,72,00,6d,00,5c,00,63,00,6c,00,\
    69,00,65,00,6e,00,74,00,5c,00,62,00,69,00,6e,00,5c,00,63,00,72,00,6d,00,61,\
    00,64,00,64,00,69,00,6e,00,2e,00,64,00,6c,00,6c,00,00,00,6d,00,69,00,63,00,\
    72,00,6f,00,73,00,6f,00,66,00,74,00,20,00,64,00,79,00,6e,00,61,00,6d,00,69,\
    00,63,00,73,00,20,00,63,00,72,00,6d,00,00,00
    

    Use this value for 32-bit versions of Microsoft Office and Microsoft Dynamics CRM for Outlook on 64-bit versions of Windows.

    hex:01,00,00,00,8c,00,00,00,2e,00,00,00,63,00,3a,00,5c,00,70,00,72,\
    00,6f,00,67,00,72,00,61,00,6d,00,20,00,66,00,69,00,6c,00,65,00,73,00,20,00,\
    28,00,78,00,38,00,36,00,29,00,5c,00,6d,00,69,00,63,00,72,00,6f,00,73,00,6f,\
    00,66,00,74,00,20,00,64,00,79,00,6e,00,61,00,6d,00,69,00,63,00,73,00,20,00,\
    63,00,72,00,6d,00,5c,00,63,00,6c,00,69,00,65,00,6e,00,74,00,5c,00,62,00,69,\
    00,6e,00,5c,00,63,00,72,00,6d,00,61,00,64,00,64,00,69,00,6e,00,2e,00,64,00,\
    6c,00,6c,00,00,00,6d,00,69,00,63,00,72,00,6f,00,73,00,6f,00,66,00,74,00,20,\
    00,64,00,79,00,6e,00,61,00,6d,00,69,00,63,00,73,00,20,00,63,00,72,00,6d,00,\
    00,00
    
    noteNote
    This binary value is based on the default installation locations of the Crmaddin.dll file. By default, the Crmaddin.dll file is installed in one of the following file system locations:

    C:\Program Files\Microsoft Dynamics CRM\Client\bin\crmaddin.dll

    C:\Program Files (x86)\Microsoft Dynamics CRM bin\crmaddin.dll

    If the Crmaddin.dll file is installed in a different location, the binary value in this step will be different.

  7. Exit Registry Editor.

See Also

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