Sometimes I find it very difficult to find clear and concise directions on how to perform simple CRM tasks. I spent most of a whole day trying to find straight-forward instructions on how to connect my Outlook to our new CRM 2013. Luckily for you I have decided to compile the following set of instructions that walk you through step by step on how to do exactly this. I have written these instructions so that anyone can follow - as a result, some of you tech savvy readers might want to skim the highlights. This process may take 10-30 minutes and will require you to restart your computer. Save any open documents now and prepare to be without your Outlook during the process.
1. Verify the version of Outlook you are currently using.
a. Open Outlook, under the File tab and click Help. In the right of the screen you will see what version of Outlook you are currently using.
2. Close Outlook.
3. Uninstall Microsoft Dynamics CRM 2011
a. From the start menu chose Control Panel
b. Under Programs click Uninstall a program
c. Find Microsoft Dynamics CRM 2011 and double click
d. Make sure the radio button is selected for Uninstall and click OK and then Yes. It will take a few moments for the program to uninstall.
4. Install Microsoft Dynamics CRM 2013 for Microsoft Office Outlook
a. You can download the new Configuration Wizard from:
Select CRM2013-Client-ENU-i386.exe for the 32-bit Outlook version or CRM2013-Client-ENU-amd64.exe if you have the 64 bit version of Outlook.
Then click Next.
b. When the file has finished downloading you will see a dialog box at the bottom of the web page. Click Run.
c. Store the files to be extracted wherever you usually store downloads. Make sure that you Make a New Folder to hold all the files after the extraction. This may take a few moments.
a. Once the files have been downloaded and extracted into the folder you created, you will need to Accept the license agreement.
b. Click Options and check the box for Offline Capability (if you want to have the ability to work offline). Then choose to Install Now. This will likely take a few minutes to complete. Once the install is complete you will need to restart your computer.
5. Clear your credentials.
a. From the Start Menu select Control Panel -> User Accounts -> Credential Manager
b. Under Generic Credentials click the beside an instance of
Microsoft_CRM _* and select Remove from vault. You may want to do this for every instance you see, just to make sure that there are not any conflicts in step 11.
6. From the start menu select All Programs and open the Microsoft Dynamics CRM 2013 folder.
a. Choose Configuration Wizard.
7. In the Configuration Wizard window select Add.
8. If your CRM is hosted online you will need to select CRM Online in the Server URL drop down. If your CRM is hosted on premise you will need to type in the Server URL.
9. Click Test Connection
a. Enter in your O365 username and password in the pop-up window, this is the Username and Password that you use to log into CRM. Click OK.
10. The Configuration wizard should look like the image below. If you receive an error that says the Organization is not valid, you may need to restart your computer again.
11. Click OK. This process may take a few minutes. If you are successful you will see a screen like this. Double check that the Server URL listed matches the URL to your CRM. When you are synced to the correct URL Close the Configuration Wizard.
12. You can now open Outlook.
13. Select CRM from the Outlook ribbon and click Sync with CRM.
Congratulations! You now have the ability to track records in CRM to your Outlook.
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The folder name for the CRM Top level folder in the Outlook Navigation pane is listed as the "Display Name" in the screen shot titled "Configure Organization". If you will be configuring multiple CRM orgs into Outlook (e.g. one for Production CRM and one for Sandbox or UAT) then you may want to change the display name of each org to be more indicative. Also keep in mind that Outllook's nav pane typically sorts alphabetically by folder display name. So if you want the CRM org(s) to appear higher or lower in the nav pane, adjust the display name accordingly.
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