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How to: Install Dynamics CRM for Outlook - Microsoft Dynamics CRM Community.for Microsoft Business Applications
Have questions on moving to the cloud? Visit the Dynamics Migration Community today! The FastTrack program is designed to help you accelerate your Dynamics deployment with confidence. Follow the installation and configuration instructions below to be able to track emails, access existing and enter new information, synchronize calendar events, contacts and activities, all within Outlook.
Click here to download the client from Microsoft Download Center. If you are unsure which file to download, open your Outlook and click on File. After the download is completed, run the file and follow the prompts to install and set up the Outlook client. If you had a previous version of the add-in installed on your computer you will be asked to upgrade. Note: Prior to initiating the installation, close any Excel or Word documents to prevent loss of data during the installation process. Find and open a small piece of software called Configuration Wizard that came with Outlook to configure which Dynamics CRM organization to sync to.
Those intending to use offline client, should ensure that synchronization is enabled only for the required entities and views as synchronization and storage of the entire database on the local machine can affect performance. Additional synchronization options are under Outlook and Synchronization tabs in System Settings. To get there click on Settings module then Administration. We hope you enjoyed our blog! Or head over to to our main CRM page for all the latest information and education!
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SBX - Heading. SBX - Finance Heading. Then click on Office Account and then on About Outlook. Look for either 32 bit or 64 bit indication on the window. Read Complete Post and Comments. Business Applications communities.
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