Install CRM for Outlook
Applies To: Dynamics CRM 2016, Dynamics CRM Online
To set up Microsoft Dynamics CRM for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics CRM for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.
For information about installing Dynamics CRM for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics CRM for Outlook using a command prompt.
You can add offline capability for the user either during this installation or at a later time.
If you encounter an issue installing, connecting, or enabling Dynamics CRM for Outlook with your CRM Online organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your CRM Online credentials.
Meet the Dynamics CRM for Outlook requirements specified in Microsoft Dynamics CRM for Outlook hardware requirements and CRM for Outlook support.
Log on to the computer as a local administrator.
Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.
Locate and run the appropriate installation file by choosing one of the following methods:
To install from the web, go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the installed Microsoft Office architecture.
To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture (32-bit or 64-bit) of Microsoft Office that you’ve installed:
... \Client\amd64 for 64-bit
... \Client\i386 for 32-bit
To install from the Microsoft Dynamics CRM web application:
Click the Settings button , and then click Apps for Dynamics CRM.
On the Apps for Dynamics CRM page, click Download from Microsoft Download Center.
If you see any dialog boxes titled Security Warning, click Run in each.
The Microsoft Dynamics CRM 2016 for Microsoft Office 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 Next.
If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.
Microsoft releases improvements to Dynamics CRM for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.
Click Install Now or Options.
To install Dynamics CRM for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Microsoft Dynamics CRM without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics CRM for Outlook hardware requirements.
To install Dynamics CRM for Outlook without offline capability, click Install Now.
If you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.
The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.
On the completion page of the Microsoft Dynamics CRM 2016 for Microsoft Office Outlook Setup wizard, click Close.
After Dynamics CRM for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics CRM for Outlook, the configuration wizard starts automatically.
If you don’t want to configure Dynamics CRM for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics CRM for Outlook.
If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics CRM 2016, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Outlook.
If you encounter an issue configuring Dynamics CRM for Outlook with your CRM Online organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. You’ll need to sign in to the diagnostics tool with your CRM Online credentials.
To add an organization, choose one of the following:
To connect to a Microsoft Dynamics CRM Online organization, choose CRM Online from the drop-down list.
To connect to an on-premises deployment of Microsoft Dynamics CRM, type the discovery-service URL for Microsoft Dynamics CRM in the format https://orgname.contoso.com for Internet-facing deployment (IFD) or http://crmserver:5555 for internal deployments.
If you are prompted for credentials, select from the following options.
For a Microsoft Dynamics CRM Online organization, enter your Microsoft Online Services user name and password, and then click 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, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.
If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.
In the Microsoft Dynamics CRM for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as CRM). Using MFA can help make client authentication more secure, especially for mobile users. CRM Online and on-premises versions of Microsoft Dynamics CRM 2016 can take advantage of MFA; Microsoft Dynamics CRM 2016 on-premises requires at least Windows Server 2012 R2. CRM Online automatically uses OAuth.
If you have upgraded your authentication server to use OAuth prior to installing Dynamics CRM 2016 for Outlook, Dynamics CRM 2016 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics CRM 2016 for Outlook.
If you upgrade your authentication server to use OAuth after rolling out Dynamics CRM 2016 for Outlook, you have two options to set Dynamics CRM 2016 for Outlook to use OAuth.
Reconfigure Dynamics CRM for Outlook on all computers. Run the Microsoft Dynamics CRM for Outlook Configuration Wizard and remove and re-add your organization.
-- OR --
Use Group Policy to update the following registration key:
Set AuthenticationProvider to 0
After the registry change, Dynamics CRM 2016 for Outlook will automatically check for and use OAuth for MFA.
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