Microsoft Dynamics CRM Online requirements


Applies To: Dynamics CRM Online

Microsoft Dynamics CRM Online gives you the following options to access CRM data:

  • Web browser. No need to install anything to run CRM Online from a computer running a supported web browser.

  • Microsoft Dynamics CRM for Outlook. An Outlook add-in that provides you with a complete set of CRM capabilities right within Microsoft Office Outlook.

  • Microsoft Dynamics CRM for phones and CRM for tablets. Lightweight applications that let you access CRM data on almost any web browser running on a tablet, smartphone, or non-Windows computer.

You use a common web browser, such as Internet Explorer, Mozilla Firefox, Google Chrome or Apple Safari to view, add, or edit information stored in your organization’s CRM Online database. For more information about the supported web browsers and hardware requirements, see Web application requirements for Microsoft Dynamics CRM.

Dynamics CRM for Outlook is a free add-in that give you access to CRM Online in the Outlook user interface. You can download the Dynamics CRM for Outlook add-in from within CRM Online by clicking Get CRM for Outlook on the message bar.

For information about using Dynamics CRM for Outlook, see Microsoft Dynamics CRM for Outlook hardware requirements and Microsoft Dynamics CRM for Outlook software requirements.

For complete installation and configuration instructions, see Set up CRM for Outlook [admin guide].

Users can work in CRM Online by using a supported browser on a mobile device, or by using Microsoft Dynamics CRM for phones. For more information about the mobile experience in CRM Online, see Set up CRM for phones express [Admin Guide] and Set up CRM for phones and CRM for tablets [Admin Guide].

Microsoft Dynamics CRM leverages the capabilities of on-premises versions of Microsoft Office or Microsoft Office 365 and integrates with Microsoft Office Word and Microsoft Office Excel. For more information about the supported versions of Microsoft Office, see Supported versions of Microsoft Office.

For full Office 365 feature integration with Microsoft Dynamics CRM Online and Microsoft Dynamics CRM (on-premises), you'll need Office 365 Enterprise E3 or later. Skype for Business PSTN calling and conferencing requires Office 365 Enterprise E5. Other Office 365 plans are not supported. For more information on licensing and pricing, see: Licensing and Pricing Guide.

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