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How to Install & Configure Microsoft Dynamics CRM 2015 for Outlook
To integrate Outlook with Microsoft Dynamics a free CRM for Outlook connector must first be installed on each computer.
If your organisation has upgraded to the latest Dynamics CRM 2015 release you will need to reinstall CRM for Outlook.
This guide contains the instructions you’ll need to complete the process for setting up the CRM 2015 for Outlook Connector
Before starting, it is important to be aware of the following points:
To install Microsoft Dynamics CRM 2015 for Outlook, you must have administrator permissions on
the computer on which you are running the installation.
On completion of the installation you may be prompted to restart your computer.
The following instructions will guide you through the installation.
The entire process takes approximately 10 to 15 minutes to complete.
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Download and run the Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (Outlook Client). The
software can be downloaded from http://www.microsoft.com/en-us/download/details.aspx?id=45015
Important Note:
• Before downloading please read the System Requirements and Install Instructions on the download page
to ensure your machine is compatible for the install.
Beginning the Download
• If you are using a 32-bit edition of Microsoft Outlook you must download and run the CRM2015-Client-ENU-
i386.exe file
• If you are using a 64-bit edition of Microsoft Outlook you must download run the CRM2015-Client-ENU-
amd64.exe file.
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To check the edition of Microsoft Outlook you are using, open Microsoft Outlook, click the File tab and then
select Help. Look for the About Microsoft Outlook section on the screen that is displayed. The Microsoft
Outlook version and edition (i.e. 32-bit or 64-bit) will be displayed.
Installing Microsoft Dynamics CRM 2015 for Outlook
1. Once you have clicked on the download link from the Microsoft web page, you will be prompted to
save the installation media. To do this browse to and select a location on your machine to save the
installation files and then click OK.
2. Browse to the downloaded file and double click to begin the process.
3. It is best practice to create a new folder to extract the setup files for the CRM for Outlook client, in the
below example a folder was created on the C drive called CRM for Outlook.
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4. When prompted, select I accept the license agreement and then click Next.
5. If you require offline capability click options, if you don’t click Install Now.
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6. If you have selected the ‘Options’ button to install offline capability, tick the box for offline capability
and click install now. If you require the program files to go to another program file area this can be
changed too within this section of the setup
Installation in Progress Explained
7. The installation of CRM will download all of the prerequisites to install and use CRM for Outlook. For a
full list of pre-requisites please see the following Microsoft TechNet article:
http://technet.microsoft.com/en-us/library/hh699818.aspx
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7.1 The install will then install of the prerequisites that your machines doesn’t already have
7.2 Finally the install will install CRM for Outlook
7.3 The installation will then finalise by checking if any CRM for Outlook updates are available to bring it in line
with the latest update for CRM 2015
8. The installation process is now complete and will require a reboot of your machine to finalise the setup. If
you cannot restart your machine at that particular moment in time, un-tick the box for ‘Restart Now’ and click
close.
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You will now be required to proceed with the following to configure the connection between CRM and Outlook.
Configure Microsoft Dynamics CRM 2015 for Outlook
1. Launch the Configuration Wizard by either opening Microsoft Outlook or selecting Start, All
Programs, Microsoft Dynamics CRM 2015, Configuration Wizard. (If Windows 8, search for Microsoft
Dynamics CRM, Configuration Wizard)
2. Upon launching the Microsoft Dynamics CRM 2015 for Outlook Configuration Wizard, you will be
presented with the following Screen. If you are using CRM Online, select the arrow on the drop down menu
and choose ‘CRM Online’. If you are using an on premise or partner hosted installation of CRM, remove
http:// and input your CRM server URL.
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3. Once you have chosen CRM online or input your URL, select Connect
If you are prompted for credentials, you can select from the following options.
For Microsoft Dynamics CRM Online users, you will need to insert your CRM username and
password, tick keep me signed in and click sign in
For an on premise instance of Microsoft Dynamics CRM, you may not be prompted because Microsoft
Dynamics CRM will use your Active Directory domain credentials.
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4. There will be a short delay while the configuration wizard connects to Microsoft Dynamics CRM Online.
5. If your username is associated with multiple databases you will be given the following screen to select the
database you require to use CRM for Outlook with. Select the database from the list and choose select to
connect. If you are not associated with multiple databases you will see the screen in step 6
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6. When connected, the Organisation Information will display the name of the Microsoft Dynamics CRM
Organisation, server address, Sync method, and user the org is configured for.
7. Click Close and Launch Outlook to being working with CRM for Outlook
Using Microsoft Dynamics CRM 2015 via Outlook
1. Launch Microsoft Outlook.
2. Your Organisation will be displayed in Microsoft Outlook as a new set of folders on the navigation
pane. The top folder name will be the name of your Organisation.
You can now use Microsoft Dynamics CRM from Microsoft Outlook in addition to accessing CRM from a Web
Browser.
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Demonstrating CRM Email Integration for Outlook
To see the integration between Dynamics CRM and Outlook emails in action click below to watch our
demonstration.
If you have any queries or require any assistance, please don’t hesitate to contact us.