Deploy Microsoft Dynamics CRM for Outlook by using Group Policy

You can deploy Microsoft Dynamics CRM for Outlook by using Microsoft Group Policy. If you perform a Group Policy-based software deployment, you can publish the software and make it available to users from a list of applications in Programs and Features in Control Panel. When you publish software for users, you give them the opportunity to decide if and when they want to install it.

ImportantImportant
You must run the Microsoft Dynamics CRM for Outlook Setup program (SetupClient.exe) by using the administrative installation option to create an Windows Installer package (CRMClient.msi) for Group Policy deployment. You cannot use the Windows Installer package (Client.msi) that is included with the Microsoft Dynamics CRM for Outlook installation files to deploy by using Group Policy. For more information about how to perform an administrative installation, see Install Microsoft Dynamics CRM for Outlook using a Command Prompt in the Installing Guide.

In This Topic

Preparing Microsoft Dynamics CRM for Outlook for a Group Policy deployment

Use this procedure to create the CRMClient.msi file that is required for a Microsoft Dynamics CRM for Outlook Group Policy deployment.

Create the CRMClient.msi file

  1. ImportantImportant
    The CRMClient.msi file is used as the package for Group Policy software installation. After you follow this procedure, users can select Microsoft Dynamics CRM for Outlook in Programs and Features for on-demand installation. CRMClient.msi cannot be used directly to install Microsoft Dynamics CRM for Outlook.

    Determine the distribution point and copy the Windows Installer package in that location.

    • Run SetupClient.exe at the command prompt by using the /A and /targetdir parameters. The /A parameter specifies an administrative installation, and /targetdir parameter specifies the target directory. After Setup is complete, you can share the location. For more information, see Install Microsoft Dynamics CRM for Outlook using a Command Prompt in the Installing Guide.

    • Consider using Microsoft Distributed File System (DFS) and File Replication Service (FRS) to help improve the security and availability of your distribution points. For more information about DFS, FRS, and how to deploy Microsoft file server technologies, see your operating system documentation. We recommend that you understand those features before you configure your distribution point servers.

  2. Create the Group Policy object (GPO) and target the application to Microsoft Dynamics CRM users. To do this, follow these steps:

    1. On a domain controller in the domain where Microsoft Dynamics CRM is installed, click Start, point to Programs, point to Administrative Tools, and then click Group Policy Management.

    2. In Group Policy Management, right-click the domain, and then click Properties.

    3. In the Properties dialog box, on the Group Policy tab, click Open.

    4. In Group Policy Management, right-click the domain, click Create a GPO in this domain, and Link it here, type a name for the GPO, such as Microsoft Dynamics CRM Users, and then click OK.

      Creating a GPO at the domain level configures the GPO with domain-wide scope.

    5. Right-click the GPO that you created in the previous step, and then click Edit.

    6. In Group Policy Management Editor, expand Policies under User Configuration, and then expand Software Settings.

    7. Right-click Software Installation, point to New, and then click Package.

    8. Type the full path or locate the Microsoft Dynamics CRM for Outlook Windows Installer package (CRMClient.msi) that was created by the administrative installation, and then click Open.

      Users must have Read access to this path.

    9. Click Publish to publish the Microsoft Dynamics CRM for Outlook application, and then click OK.

    10. By default, Microsoft Dynamics CRM for Outlook is available in Add or Remove Programs for all authenticated users the next time that they log on to the domain. To limit the scope to a specific organizational unit (OU), group, or individual user, in Group Policy Management, click the GPO named Microsoft Dynamics CRM Users, and then add or remove the security objects that you want, such as a group, in the Security Filtering area of the publication on the Scope tab.

Publish Versus Assign

When you publish an application by using GPO deployment, it is made available for users to install by using Program and Features (or in previous versions of Windows, Add or Remove Programs) in Control Panel. Assigned applications are installed when a user logs on to the domain.

noteNote
Microsoft Dynamics CRM for Outlook does not support application assignment through GPO installation. For more information about publishing versus assigning software, see the Group Policy deployment documentation for your operating system.

See Also

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