This section will cover various aspects of configuring the Outlook client. Jump to the following sections to learn more:
The important difference in Windows 7 is the possibility to continue using Internet Explorer 9. If you regularly run windows updates, you most likely have Internet Explorer 10 by now, but you always have the option to downgrade back to 9.
If you are running IE 9, before configuring the Outlook Client you must modify some Internet Options in IE. These settings are listed below in the best practices/settings section.
If you are running IE 10, along with adding the Trusted Site as with IE 9, you will also need to set compatibility mode. To avoid any issues with other websites set to run in IE 10 natively, we prefer to set individual domains to run in compatibility view. “powerobjects.net, dynamics.com, live.com, microsoftonline.com”.
Before discussing the configuration wizard and setting up the outlook client we will discuss the difference for downloading and getting the CRM Outlook client ready for configuration in Windows 8.
As mentioned before, the installation file and download link are the same as above for the Windows 7 install. Just like with windows 7, if you have 32 bit Office installed, download and install the 32 bit CRM client, for 64 bit Office download the 64 bit CRM Client.
Here’s where we need to take a few additional steps. We will need to check in the Control Panel of the system and select programs and features. From the left bar select Turn Windows feature on or off. There are two features that are off by default, that are required/recommended for best use of the CRM Outlook client. First is .NET Framework 3.5, second is Windows Identity Foundation 3.5.
Once these are turned on and the CRM Client has been downloaded, run the executable to extract the installation files. Just like in Windows 7, it is recommended to create a new CRM directory for these files. Once the installation is running it will pull down the latest CRM Client Update Rollup before completing.
In Windows 8 there is no option to roll back to IE 9, so IE 10 settings must be applied. These are the same as the IE 10 settings for Windows 7. Set the Trusted Sites as well as Compatibility view mode for selected domains.
At this point, whether in Windows 7 or Windows 8 we are ready to configure the CRM Client to Outlook. To do this we open the Configuration Wizard. If your CRM is part of the CRM Online system, select the drop down to select the CRM Online option. If you have a hosted or on prem CRM system, enter the url you use to connect to your CRM in the Server URL section.
At this point you can select Test Connection or simply select Okay at the bottom to run through the next step of the configuration. As this is checking the connection it is attempting to find credentials to use, so it will almost certainly error out the first time. This process will be the same for both Online and Hosted/On Prem systems. After the initial error which you can click through, you will be prompted to enter your CRM credentials. Enter the credentials you use to connect to your CRM system through the web and it will connect and find your CRM.
If your account is set up in more than one CRM Organization, at this point you will need to select your synchronizing org, and the display name you would like it to have in your Outlook.
This will then complete the connection to the CRM system and allow you to take full advantage of the Outlook CRM sync.
Once the progress bar reaches completion, your Outlook is configured with your CRM and can now be utilized to its full potential. Any errors you receive at this point will be covered in the following section about troubleshooting the CRM Outlook Client.