Install Microsoft Dynamics CRM for Outlook for desktop virtualization
Applies To: CRM 2016 on-prem, CRM Online
This topic describes how to install Dynamics CRM for Outlook with roaming user profiles by using Windows Server Remote 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 CRM for Outlook do not. Identical applications have to be installed on each computer that the user logs on to.
Dynamics CRM for Outlook is supported for running on Windows Server 2012 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.
More information: Remote Desktop Services
The following is the basic procedure required to deploy Dynamics CRM for Outlook to use as a Remote Desktop Services application.
Provide at least one Microsoft Windows Server that is running the Remote Desktop Services server role. More information: Remote Desktop Services
Install Dynamics CRM for Outlook using the /disableofflinecapability parameter on the Remote Desktop Services server. Go offline mode is not supported when Dynamics CRM for Outlook is installed for Remote Desktop Services use. More information: Install Microsoft Dynamics CRM for Outlook using a command prompt
The Dynamics CRM for Outlook offline database is not supported for roaming profile use.
Run the Microsoft Dynamics CRM Configuration Wizard on the Remote Desktop Services server. For instructions, see 7e846aff-e472-4a3a-810d-de2aea0817f0#BKMK_Task2_ConfigureCRMforOutlook.
Disable the Microsoft Dynamics CRM Configuration Wizard on all desktops that will be used to connect to Remote Desktop Services and run Dynamics CRM for Outlook. For details, see the section below.
The information in this topic applies to Dynamics CRM for Outlook deployments that use Remote Desktop Services. To remove only the Get CRM for Outlook button for Dynamics CRM for Outlook deployments that don’t use Remote Desktop Services, see the “Set whether users see CRM for Outlook message” setting in Help & Training: System Settings dialog box – Outlook tab.
The Dynamics CRM for Outlook Configuration 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 CRM for Outlook when they run Microsoft Office Outlook.
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 CRM for Outlook.
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 CRM. We can’t guarantee that these problems can be resolved. Modify the registry at your own risk.
To disable the Dynamics CRM for Outlook Configuration Wizard and the option to configure Dynamics CRM for Outlook, follow these steps on the client computer.
Disable the Configuration Wizard
On the computer where Microsoft Office is installed, start Registry Editor (regedit.exe).
Locate the following registry subkey: HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins
Right-click Addins, point to New, and then click Key.
Type crmaddin.Addin, and then press ENTER.
Right-click crmaddin.Addin, point to New, and then click DWORD Value or DWORD (32-bit) Value.
Type LoadBehavior and then press ENTER.
Right-click LoadBehavior, and then click Modify.
Type 8 in the Value Data box, click Decimal, and then click OK.
Exit Registry Editor.
Microsoft will support Citrix XenApp 6.5 and 7.0 -7.6 with session virtualization for Microsoft Dynamics CRM 2016 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)
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