Download the Outlook Client
Dynamics 365 for Outlook—is deprecated with the July 2017 update for Dynamics 365 (online) and will be removed in a future major release. The information on this page is provided for older versions of CRM and on-premise deployments.
Download the Outlook client that is appropriate for your version of CRM:
- Outlook Client for CRM 2011
- Outlook Client for CRM 2013
- Outlook Client for CRM 2015
- Outlook Client for CRM 2016
The first thing to keep in mind when you’re preparing to install the CRM Outlook Client is the architecture of the base Microsoft Office installed on your system. It is important to make sure the architecture of the CRM version installed is the same as the Microsoft Office installed, and less important for it to match your base computer architecture. (That being said, if you have an x64 bit System and are running 32-bit programs, you are not taking full advantage of your system’s capability, but we won’t go into that now).
If you are running 32-bit office, download the 32 bit CRM client. If you have 64 bit Office, download and install the 64 bit CRM client.
Install the Outlook Client
Once you have the install files downloaded, run the executable which will extract the actual installation files to your local machine. It will prompt you to select an extraction folder.
IMPORTANT NOTE: If you don’t create a new folder for this extraction, you will have a mess of files in whatever folder you selected. It is recommended to create a new CRM folder at any level in your file system. These installation files are critical for the CRM system to be properly updated with each update roll-up. If they are removed from your system you will need to reinstall CRM entirely for the next roll-up to properly install.
The actual install of CRM from this extraction process will start automatically. You will need to click through to start the install at which point it will run itself, including searching for and downloading any available updates for the Outlook client.
Become a CRM Administrator
For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.