• Microsoft Dynamics Crm For Outlook 64 Bit
• Microsoft Crm For Outlook Plugin
• Microsoft Crm For Outlook
• Microsoft Dynamics Crm For Outlook
• Microsoft Dynamics Crm For Outlook Configuration Troubleshooting Wizard

In this blog, Talina Galloway, SBS Group’s CRM team lead, outlines how to uninstall your old version of Microsoft Dynamics CRM for Microsoft Office Outlook, and install the latest 2015 version.

Running Microsoft Dynamics CRM 2011 for Outlook on Windows 8 or with Microsoft Office 2013 requires Microsoft Dynamics CRM 2011 Update Rollup 11 or a later update rollup. For more information, see Unable to configure the Microsoft Dynamics CRM 2011 Outlook client on a Windows 8 computer and Support with Microsoft Dynamics CRM 2011 and Microsoft. Nov 10, 2014 Running Microsoft Dynamics CRM on a computer that has less than the recommended requirements may result in inadequate performance. For information, see: Microsoft Dynamics CRM for Outlook hardware requirements; Microsoft Dynamics CRM 2015 for Outlook software requirements. Verify a supported version of CRM for Outlook is installed. Sign into your CRM Online web application via your web browser. Click the settings button in the upper-right corner of the screen. Click Apps for Dynamics CRM. Empower your team to achieve more with Dynamics 365 and Outlook. Extend the power of productivity in Outlook with Microsoft Dynamics 365 App for Outlook so your team can experience Common Data Service app in context of customer communication in Outlook. Track your emails and appointments in Outlook to CDS and associate them to the right records.

Step One: Uninstall the old Microsoft Dynamics CRM for Microsoft Office Outlook add-in

Applies to Microsoft Dynamics CRM 2011 for Microsoft Office Outlook and Microsoft Dynamics CRM 2013 for Microsoft Office Outlook

Go to the Control Panel and select Uninstall a program.

Windows 8

Open the Control Panel by swiping in from the right edge of the screen, tapping Search (or if you’re using a mouse, pointing to the upper-right corner of the screen, moving the mouse pointer down, and then clicking Search), entering Control Panel in the search box, and then tapping or clicking Control Panel.

Windows 7

Open the Control Panel by clicking the Start Button. Click Control Panel on the right-hand side of the window that appears.

From the list, select Microsoft Dynamics CRM 2011 for Microsoft Office outlook and/or Microsoft Dynamics CRM 2011 for Microsoft Office outlook and click Uninstall at the list.

Wait until the uninstall has completed.

Step Two: Download the new Microsoft Dynamics CRM 2015 for Microsoft Outlook application

First, verify what version of Microsoft Outlook you have installed.

Outlook 2013

Click File in Outlook, then select Office Account, and finally click About Outlook under Product Information.

Outlook 2010

Select Help

Once you arrive at the appropriate page based on your version of Outlook, look for 64-bit or 32-bit included with the outlook version information near the top of the About Microsoft Outlook dialog (2013) or under About Microsoft Outlook (2010).

Examples

Once you have verified which version of Outlook you are using, go to the Microsoft Download Center and download the appropriate version of Microsoft Dynamics CRM 2015 for Microsoft Office Outlook installer.

Click the Download Button next to Select Language.

Once you have clicked download, the following 2 choices will be available. Click the Checkbox that matches the version of Outlook you are using and the Next Button in the lower right of the screen.

Important Note: The version of your operating system has no bearing on this selection. Even if your Windows is 64-bit, if your Outlook is only 32-bit, select the 32-bit version of the software to download.

Step Three: Install your Microsoft Dynamics CRM 2015 for Microsoft Office Outlook software

Go to the location you saved the download file. Double-click the file.

Follow the onscreen instructions.

Step Four: Configure your organization

When asked to configure your organization, select CRM Online.

If you have an on-premises installation, enter the URL where you log into the Web client.

Enter your User Name and Password.

Wait until the installation finishes. Easy!

Dynamics 365 for Outlook

If you’re like many people, you use Office Outlook as your communications, scheduling, and contact management hub for business. You can continue to use the familiar Outlook interface and integrate Dynamics 365 for Customer Engagement at the same time by using Dynamics 365 for Outlook. Dynamics 365 for Outlook can also provide access to Customer Engagement data while you’re offline. More information: Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook

Important

To install and use Dynamics 365 for Outlook, your organization must be running Dynamics 365 Server.

Step 1: Review installation prerequisites

Sign in as a Local Administrator

• To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.

  In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations.

Review software requirements

Review hardware and network requirements

Install updates

• Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update. Go to Microsoft Update.

Verify permissions

• To install Dynamics 365 for Outlook, you must have the appropriate security permissions. Permissions required for Dynamics 365 for Outlook tasks

Step 2: Download the software

Before you or your users install Dynamics 365 for Outlook, please note the following:

• Make sure you have completed your desired Customer Engagement customizations. If your users will use Dynamics 365 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. For more information, see Customize Dynamics 365 apps.

• Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. More information: Using Folder Redirection

• For synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. More information: Turn Cached Exchange mode on or off

Download the software

1. In Customer Engagement, click the Settings icon , and then click Apps for Dynamics 365 apps.

2. On the Apps for Dynamics 365 apps page, click Download from Microsoft Download Center.

   Tip

   If you prefer, you can download the software from this web page.

3. If you see one or more Security Warning dialog boxes, click Run in each.

   The software will start downloading and you’ll see the following dialog box:

4. In the Getting Started with Dynamics 365 for Outlook dialog box, under 2. Configure, click Copy to copy your organization’s URL to your computer’s Clipboard. You’ll paste this URL in the following Configure step.

5. Click Run, when prompted, to download the software.

6. In the Browse For Folder dialog box, select a folder to store the extracted Outlook files. We recommend that you store the extracted files in a separate folder (choose the Make New Folder option in the dialog box to create a folder without exiting the wizard).

7. On the License Agreement page, if you accept the license agreement, select I accept the license agreement, and then click Next.

8. Do one of the following:

   • To install Dynamics 365 for Outlook without offline capability, click Install Now.

   • To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook.

     Important

     If you aren’t able to install offline capability, check to make sure you don’t have any pending Windows updates. Learn more about Windows updates

9. When prompted, restart Outlook.

Step 3: Configure Dynamics 365 for Outlook

After restarting Outlook, you’ll see the following dialog box:

1. Press Ctrl+V to paste the URL you copied in the preceding Download the software step, and then click Connect. You can also enter a Server URL or a Discovery URL.

2. If you’re prompted for a password, enter the password.

   Tip

   If you want to add another organization, you can run the Configuration Wizard again after you have successfully configured the first organization. To run the Configuration Wizard, in the Windows 8 Start screen, search for Configuration Wizard and run it. In earlier versions of Windows, click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard.

   If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement 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 Customer Engagement credentials.

CRM 2015 for Outlook

If you’re like many people, you use Office Outlook as your communications, scheduling, and contact management hub for business. You can continue to use the familiar Outlook interface and integrate Dynamics 365 for Customer Engagement at the same time by using Microsoft Dynamics CRM 2015 for Outlook. Dynamics CRM 2015 for Outlook can also provide access to Customer Engagement data while you’re offline. More information: Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook

Important

• To install and use Dynamics CRM 2015 for Outlook, your organization must be running Dynamics CRM Server 2015.
• Microsoft Dynamics CRM 2013 for Microsoft Office Outlook is not compatible with Dynamics CRM Server 2015. At a minimum, you must update CRM 2013 for Outlook to UR1 to use it with Dynamics CRM Server 2015. More information: TechNet: Upgrading from CRM 2013 for Outlook to CRM 2015 for Outlook

Step 1: Review installation prerequisites

Sign in as a Local Administrator

• To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.

  In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations.

Review software requirements

Review hardware and network requirements

Install updates

• Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update. Go to Microsoft Update.

Verify permissions

• To install Dynamics CRM 2015 for Outlook, you must have the appropriate security permissions. Permissions required for Dynamics 365 for Outlook tasks

Step 2: Download the software

Before you or your users install Dynamics CRM 2015 for Outlook, please note the following:

• Make sure you have completed your desired Customer Engagement customizations. If your users will use Dynamics CRM 2015 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. For more information, see Customize Dynamics 365 apps.

• Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. More information: Using Folder Redirection

• For synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. More information: Turn Cached Exchange mode on or off

Download the software

1. In the Customer Engagement user interface, click Get Dynamics 365 for Outlook on the message bar.

   Tip

   If you prefer, you can download the software from this page.

2. If you see one or more Security Warning dialog boxes, click Run in each.

   The software will start downloading and you’ll see the following dialog box:

3. In the Getting Started with Dynamics 365 for Outlook dialog box, under 2. Configure, click Copy to copy your organization’s URL to your computer’s Clipboard. You’ll paste this URL in the following Configure step.

4. Click Run, when prompted, to download the software.

5. In the Browse For Folder dialog box, select a folder to store the extracted Outlook files. We recommend that you store the extracted files in a separate folder (choose the Make New Folder option in the dialog box to create a folder without exiting the wizard).

6. On the License Agreement page, if you accept the license agreement, select I accept the license agreement, and then click Next.

7. Do one of the following:

   • To install Dynamics 365 for Outlook without offline capability, click Install Now.

   • To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook.

     Important

     If you aren’t able to install offline capability, check to make sure you don’t have any pending Windows updates. Learn more about Windows updates

8. When prompted, restart Outlook.

Step 3: Configure Dynamics 365 for Outlook

After restarting Outlook, you’ll see the following dialog box:

1. Press Ctrl+V to paste the URL you copied in the preceding Download the software step, and then click Connect. You can also enter a Server URL or a Discovery URL.

2. If you’re prompted for a password, enter the password.

   Tip

   If you want to add another organization, you can run the Configuration Wizard again after you have successfully configured the first organization. To run the Configuration Wizard, in the Windows 8 Start screen, search for Configuration Wizard and run it. In earlier versions of Windows, click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard.

CRM 2013 for Outlook

If you’re like many people, you use Office Outlook as your communications, scheduling, and contact management hub for business. You can continue to use the familiar Outlook interface and integrate Dynamics 365 for Customer Engagement at the same time by using CRM 2013 for Outlook. Dynamics 365 for Outlook can also provide access to Customer Engagement data while you’re offline. More information: Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook

Important

If you’re using Dynamics CRM 2011 (on-premises), don’t update to the Dynamics CRM 2013 for Outlook client; continue to use the Microsoft Dynamics CRM 2011 for Outlook client.

If you’re using CRM 2013 (on-premises) or Customer Engagement, you can upgrade to CRM 2013 for Outlook or you can use Microsoft Dynamics CRM 2011 for Outlook if you’re not ready to upgrade yet. If you use Microsoft Dynamics CRM 2011 for Outlook with CRM 2013 for Outlook or Customer Engagement, you can’t use the Outlook client in offline mode, however. We recommend that you update to CRM 2013 for Outlook at your earliest convenience.

Step 1: Review installation prerequisites

Sign in as a Local Administrator

• To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.

  In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations.

Review software requirements

Review hardware and network requirements

• Install updates

• Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update. Go to Microsoft Update.

Step 2: Download the software

Before you or your users install CRM 2013 for Outlook, please note the following:

Microsoft Dynamics Crm For Outlook 64 Bit

• Make sure you have completed your desired Customer Engagement customizations. If your users will use CRM 2013 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. For more information, see Customize Dynamics 365 apps.

• Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. More information: Using Folder Redirection

• For synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. More information: Turn Cached Exchange mode on or off

Download the software

1. Run the Microsoft Dynamics CRM 2013 for Outlook Setup to download the software. You can start the Setup from any of the following places:

   • From the message bar in Dynamics 365 apps: In the Customer Engagement user interface, click Get Dynamics 365 for Outlook on the message bar. If you see one or more Security Warning dialog boxes, click Run in each.

   • From the web:Go to the download page, and then download and run the appropriate executable file (32-bit or 64-bit), depending on your system and the version of Outlook you use.

   • From a DVD: Double-click SetupClient.exe in the appropriate Microsoft Office installation folder (32-bit or 64-bit).

2. In the Browse For Folder dialog box, select a folder to store the extracted Outlook files. We recommend that you store the extracted files in a separate folder (choose the Make New Folder option in the dialog box to create a folder without exiting the wizard).

3. On the License Agreement page, if you accept the license agreement, select I accept the license agreement, and then click Next.

4. In the Select the installation page, do one of the following:

   • To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook.

     Important

     If you aren’t able to install offline capability, check to make sure you don’t have any pending Windows updates. Learn more about Windows updates

   • To install Dynamics 365 for Outlook without offline capability, click Install Now.

     Customer Engagement installs Dynamics 365 for Outlook. You may need to restart your computer to complete the installation.

5. On the final page of the wizard, click Close.

Microsoft Crm For Outlook Plugin

Step 3: Configure Dynamics 365 for Outlook

You must configure Dynamics 365 for Outlook after installing it. When you restart Outlook after installing, the Configuration Wizard starts automatically.

Microsoft Crm For Outlook

Note

Microsoft Dynamics Crm For Outlook

If the Configuration Wizard doesn’t start automatically, in the Start screen, search for Configuration Wizard and run it. In earlier versions of Windows, click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard.

1. In the Configuration Wizard, you’ll see a Server URL drop-down list. Click the arrow next to the drop-down list, and then do one of the following:

   • To connect to a Customer Engagement organization, select Dynamics 365 apps. If you don’t know if you’re using the online or on-premises version of Customer Engagement, look in your browser at the web address for Dynamics 365 for Customer Engagement. If the web address contains “dynamics.com” after the name of your organization, you’re using the online version. Otherwise, it’s the on-premises version.

   • To connect to a CRM 2013 (on-premises) organization, there are two types of URLs, depending on whether your computer is connected to the Internet or not:

     • For internal deployments (not connected over the Internet), type the Dynamics 365 for Customer Engagement server or discovery service URL using the following format: https://crmserver or https://crmserver:5555.

     • To connect over the Internet, use the discovery service URL using the following format: https://dev.crmserver.contoso.com.

       Note

       If you’re unsure of what url to use, check with your Customer Engagement administrator.

2. Click Test Connection. This adds organizations to the Organization Information list. If you’re prompted for credentials, select from the following options:

   • For a Customer Engagement organization, do one of the following:

     • If your organization connects through Microsoft 365, enter your Microsoft online services user name and password, and then click OK. This information was sent to you in email when your account was created.

     • If you’re connecting with an earlier online services platform, enter your Microsoft account (formerly Windows Live ID) and password, and then click OK. This information was sent to you in email when your account was created.

   • For a Customer Engagement on-premises organization, you may not be prompted because Customer Engagement uses your Active Directory domain credentials.

3. In the Organization list, select the Customer Engagement organization you want to connect to, and then click OK. Then click Close.

   Tip

   If you have problems installing and configuring Dynamics 365 for Outlook, try Configuration Troubleshooting Wizard.

Microsoft Dynamics Crm For Outlook Configuration Troubleshooting Wizard

See also