Microsoft Dynamics CRM for Outlook

Installing Guide for use with Microsoft

Dynamics CRM Online
Microsoft Dynamics CRM Online Spring 14

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Contents
Microsoft Dynamics CRM for Outlook Installation Instructions for use with Dynamics CRM Online
.................................................................................................................................................... 4
Microsoft Dynamics CRM for Outlook hardware requirements....................................................4
Microsoft Dynamics CRM for Outlook software requirements.....................................................5
Install CRM for Outlook for Microsoft Dynamics CRM 2013 and Dynamics CRM Online............9
Install CRM for Outlook.......................................................................................................... 10
Upgrade Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM 2013 for
Outlook............................................................................................................................... 13
Send feedback about this document......................................................................................17

Microsoft Dynamics CRM for Outlook

Installation Instructions for use with
Dynamics CRM Online
Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through
Microsoft Office Outlook as the Microsoft Dynamics CRM Online web client. CRM for Outlook is
targeted at Microsoft Dynamics CRM Online users who need access to CRM data while they are
using the familiar Microsoft Outlook application.
After you install and configure CRM for Outlook, an individual user can use it to access Microsoft
Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate
logon account and is a valid Microsoft Dynamics CRM Online user), you must configure CRM for
Outlook by running CRM for Outlook configuration for each user.
A user who has offline capability configured can access Microsoft Dynamics CRM Online data
when they are not connected to a network. You can add offline capability at either of the following
times:

During installation of CRM for Outlook.

After installation has completed. In this case, a user can add offline capability by clicking Go Offline
in Microsoft Outlook. This starts the installation of additional required components and stores a copy
of the users Microsoft Dynamics CRM Online data locally. Subsequent offline sessions require no
additional installations, but may require updating the local copy of the users data.
Note
Although multiple users can share a computer that uses CRM for Outlook, only one user
can go offline on that computer.

Microsoft Dynamics CRM for Outlook hardware

requirements
The following table lists the minimum recommended hardware requirements when you run
Microsoft Dynamics CRM 2013 for Microsoft Office Outlook in either online only or go offline
enabled modes.

Component

Online only mode

Go Offline enabled

Processor

1.9 gigahertz (GHz) or faster x86- or x64-bit

dual core processor with SSE2 instruction set

1.9 gigahertz (GH

dual core process
4

Memory

2-GB RAM or more

4-GB RAM or mor

Hard disk

1.5 GB of available hard disk space

2 GB of available

7200 RPM or mor

Display

Super VGA with a resolution of 1024 x 768

Super VGA with a

x 768

Note
Actual requirements and product functionality may vary based on your system
configuration and operating system.
Running Microsoft Dynamics CRM on a computer that has less than the minimum
recommended requirements may result in inadequate performance. For the best
performance, we recommend running 64-bit versions of Microsoft Windows, Microsoft
Office, and CRM for Outlook.
Network requirements
Microsoft Dynamics CRM is designed to work best over networks that have the following
elements:

Bandwidth greater than 50 KBps

Latency under 150 ms

These values are recommendations and dont guarantee satisfactory performance.

Note
Successful network installation of CRM for Outlook requires a reliable and highthroughput network. Otherwise, installation might fail. The recommended minimum
available bandwidth of the network connection is 300 Kbps.

See Also
Microsoft Dynamics CRM 2011 E-mail Router software requirements
Microsoft Dynamics CRM for Outlook software requirements
Microsoft Dynamics CRM 2011 System Requirements and Required Components

Microsoft Dynamics CRM for Outlook software

requirements
CRM for Outlook works the way that you do by providing a seamless combination of Microsoft
Dynamics CRM features in the familiar Microsoft Outlook environment. This section lists software
requirements for CRM for Outlook and Microsoft Dynamics CRM for Microsoft Office Outlook with
Offline Access.
5

Any one of the following operating systems is required:

Windows 8.1 or Windows 8 (64-bit and 32-bit versions)

Windows 7 (64-bit and 32-bit versions)

Windows Vista SP2 (64-bit and 32-bit versions)

Windows Server 2012, Windows Server 2008 R2, or Windows Server 2008 when running as a Remote
Desktop Services application
Important
Windows XP editions are not supported for installing and running CRM 2013 for Outlook.
Windows Server 2003 editions are not supported for installing and running CRM 2013 for
Outlook as a Remote Desktop Services application.
Running on Windows 8.1 requires Microsoft Dynamics CRM 2013 Update Rollup 2.

In this topic
Microsoft Dynamics CRM for Outlook software feature prerequisites
Additional Microsoft Dynamics CRM for Outlook software requirements
Running Microsoft Dynamics CRM for Outlook on computers that have multiple versions of
Outlook installed
Support for Citrix XenApp 6.5 session virtualization for Microsoft Dynamics CRM for Outlook on a
single XenApp instance

Microsoft Dynamics CRM for Outlook software feature

prerequisites
The following software must be installed and running on the computer before you run Microsoft
Dynamics CRM for Outlook Setup:
Web Browser. One of the following:

Supported versions of Internet Explorer

Supported non-Internet Explorer web browsers

Important
Internet Explorer 7 or earlier versions are not supported for use with Microsoft Dynamics
CRM 2013 for Microsoft Office Outlook.

Microsoft Office. One of the following:

Microsoft Office 2013

Microsoft Office 2010

6

Microsoft Office 2007

Important
Outlook 2003 versions are not supported for installing and running CRM 2013 for
Outlook.
CRM for Outlook isnt supported with Office for Mac versions of Microsoft Office Outlook.
To install and run the 64-bit version of CRM for Outlook, a 64-bit version of Microsoft
Office is required.
Before you run the Configuration Wizard to configure CRM for Outlook, a Microsoft Office
Outlook profile must exist for the user. Therefore, Microsoft Outlook must be run at least
once to create the user's Microsoft Outlook profile.
Both the web application and CRM for Outlook require JavaScript enabled for certain
features, such as Activity Feeds, dashboard areas, and the display of certain panes or
menus. Although the web application displays error messages when JavaScript is
disabled, CRM for Outlook doesnt. To verify if JavaScript is enabled in Internet Explorer
9, start Internet Explorer, on the Tools menu click or tap Internet options. On the
Security tab, click or tap Internet, and then click or tap Custom level. In the Security
Settings dialog box under Scripting, Active scripting must be set to Enable.
The Indexing Service (now known as the Windows Search Service, or WSS) is required
by users who will set up and use CRM for Outlook and its Help file in offline mode.

Microsoft Dynamics CRM. One of the following editions of Microsoft Dynamics CRM must be
available so that CRM for Outlook can connect to it:

On-premises editions of Microsoft Dynamics CRM Server 2013

Microsoft Dynamics CRM Online

Additional Microsoft Dynamics CRM for Outlook software requirements

If needed, the following software will be installed by Microsoft Dynamics CRM for Outlook Setup:

Microsoft SQL Server 2008 Express Edition SP1 or *Microsoft SQL Server 2012 Express.
Note
Installed for Microsoft Dynamics CRM for Outlook with Offline Access only.
*Although, SQL Server 2012 Express is supported, Microsoft SQL Server 2008
Express Edition SP1 will be installed during Setup.

Microsoft .NET Framework 4.

Microsoft Windows Installer 4.5.

MSXML 4.0.

Microsoft Visual C++ Redistributable.

7

Microsoft Report Viewer 2010.

Microsoft Application Error Reporting.

Windows Identity Framework (WIF).

Microsoft Azure AppFabric SDK V1.0.

Windows Live ID Sign-in Assistant 6.5.

Microsoft Online Services Sign-in Assistant 2.1.

Microsoft SQL Server Native Client.

Microsoft SQL Server Compact 4.0.

Reporting Services Microsoft ActiveX control. If not installed on the computer, the user will be
prompted to install the software at first attempt to print a report. This installer package is named
RSClientPrint.cab and can found on the Microsoft SQL Server Reporting Services server at
<drive>:\Program files\Microsoft SQL Server\<MSSQL>\Reporting Services\ReportServer\bin.

Running Microsoft Dynamics CRM for Outlook on computers that have

multiple versions of Outlook installed
If you run more than one version of Microsoft Office Outlook on your computer, CRM for Outlook
will only run in the latest version of Outlook. This behavior is true even if you were previously
running Outlook in the earlier version of Microsoft Office. For example, if you run Outlook in
Microsoft Outlook 2010 and then install Microsoft Outlook 2013 keeping Microsoft Outlook 2010,
CRM for Outlook will only run in Microsoft Outlook 2013. If you uninstall Microsoft Outlook 2013,
CRM for Outlook will switch to running in Microsoft Outlook 2010 again.

Support for Citrix XenApp 6.5 session virtualization for Microsoft

Dynamics CRM for Outlook on a single XenApp instance
Microsoft will support a configuration that is Citrix XenApp 6.5 with session virtualization for
Microsoft Dynamics CRM for Outlook on a single XenApp instance. That support is only for
Microsoft Dynamics CRM 2013 Service Pack 1 for Microsoft Office Outlook.
Please note that Citrix deployment may include a complex configuration topology based on other
configurations, and these are not supported. For example, these configurations are not
supported:

Citrix products like XenApp (except for version 6.5), XenDesktop, and XenServer and versions of
these products

Application streaming modes

Modes of application deployment

Options for load balancing

8

Application virtualization layered on top of other virtualization technologies (such as Network and
storage virtualization technologies)

See Also
Microsoft Dynamics CRM for Outlook hardware requirements
Microsoft Dynamics CRM Web application and mobile device software requirements

Install CRM for Outlook for Microsoft Dynamics

CRM 2013 and Dynamics CRM Online
This section applies to Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2013 (onpremises). Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same
data through Microsoft Outlook as the Microsoft Dynamics CRM Web client. CRM for Outlook is
for Microsoft Dynamics CRM users who need access to CRM data while they are using the
familiar Outlook application.
Note
For information about how to plan CRM for Outlook deployments, see Planning
Deployment in the Planning Guide.
For information about using Microsoft Group Policy to deploy CRM for Outlook, see
Deploy Microsoft Dynamics CRM for Outlook by using Group Policy in the Planning
Guide.
After you install and configure CRM for Outlook, an individual user can use it to access Microsoft
Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate
logon account and is a valid Microsoft Dynamics CRM user), you must configure CRM for Outlook
by running CRM for Outlook configuration for each user.
Note
To install or upgrade CRM for Outlook, you must have administrator permissions on the
computer where you perform the installation or upgrade steps. The exception to this is
when you install an update from Microsoft Update, in which case administrator privileges
are not required. You can install CRM for Outlook with offline capability. A user who has
this capability installed can access Microsoft Dynamics CRM data when they are not
connected to the LAN. You can add offline capability at either of the following times:

During installation of CRM for Outlook.

After installation has completed. In this case, a user can add offline capability by clicking Go Offline
in Microsoft Outlook. This starts the installation of additional required components and stores a copy
of the users Microsoft Dynamics CRM data locally. Subsequent offline sessions require no additional
installations, but may require updating the local copy of the users data.

Note
Although multiple users can share a computer that uses CRM for Outlook, go offline
capability is not supported in a shared computer environment, such as when you use
remote desktop services (formerly Terminal Services).
Folder Redirection with offline files is not supported for CRM for Outlook. If the CRM
data is stored with redirected offline files, users may be unable to use CRM for
Outlook.
Warning
Any users who log on locally to a computer that has Microsoft Dynamics CRM for Outlook
installed can potentially access Microsoft Dynamics CRM data that is stored in the offline
database. Shared use of a computer running CRM for Outlook is not supported.

In This Section

Install CRM for Outlook

Upgrade Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM 2013 for Outlook

Troubleshooting Microsoft Dynamics CRM for Outlook installation and upgrade

Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server
Remote Desktop Services, or Citrix Presentation Server

Install CRM for Outlook

The main application interface of Microsoft Dynamics CRM for Microsoft Office Outlook resides in
Outlook. You can access it by using the Outlook shortcut bars, ribbon, and folder navigation.
Installing CRM for Outlook also creates a toolbar in Outlook and a folder in the structure of the
user's mailbox.
To set up CRM for Outlook on a users computer, perform the following installation and
configuration tasks:
1.

Install CRM for Outlook. To complete this task, run the SetupClient.exe file in the appropriate folder
on the installation media. For more information, see Task 1: Install Microsoft Dynamics CRM for
Outlook later in this topic.

2.

Configure CRM for Outlook. To complete this task, run the CRM for Outlook Configuration Wizard.
For more information, see Task 2: Configure Microsoft Dynamics CRM for Outlook. You can run the
Configuration Wizard either right after the installation finishes or at a later time.
Note
The Configuration Wizard starts automatically the first time you run Outlook after you
install CRM for Outlook.
10

For information about how to install CRM for Outlook at a command prompt (silent installation),
see Install Microsoft Dynamics CRM for Outlook using a Command Prompt.
Important
Running CRM for Outlook on a computer that is running Microsoft Exchange Server isnt
supported.

In This Topic
Task 1: Install Microsoft Dynamics CRM for Outlook
Task 2: Configure Microsoft Dynamics CRM for Outlook

Task 1: Install Microsoft Dynamics CRM for Outlook

Use this procedure to install CRM for Outlook. You can add offline capability for the user either
during this installation or at a later time.

1.

Meet the CRM for Outlook requirements specified in Microsoft Dynamics CRM for Outlook hardware
requirements and Microsoft Dynamics CRM for Outlook software requirements in the Planning Guide.

2.

Log on to the computer as Local Administrator.

3.

Best practice: Make sure that the latest Microsoft Office updates are installed including all security
updates. To verify, visit Microsoft Update.

4.

Locate and run the appropriate installation file:

To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture
(32-bit or 64-bit) of Microsoft Office that youve installed:

... \Client\amd64 for 64-bit

... \Client\i386 for 32-bit

To install from the web, go to Microsoft Dynamics CRM 2013 for Microsoft Office Outlook
(Outlook Client) and then download and run the executable file that matches the architecture of
Microsoft Office that youve installed.

To install from the Microsoft Dynamics CRM web application, click or tap Get CRM for
Outlook on the message bar. If you see any dialog boxes titled Security Warning, click or tap
Run in each.
The Microsoft Dynamics CRM 2013 for Microsoft Office Outlook Setup wizard starts.

5.

On the License Agreement page, review the information. If you accept the license agreement, select I
accept the license agreement, and then click or tap Next.

6.

If the Get Recommended Updates page appears, indicate whether you want to obtain updates through
11

the Microsoft Update program, and then click or tap Next.

Note
Microsoft releases improvements to CRM for Outlook as software updates. If you
choose Get Recommended Updates, those updates will be installed automatically.
The exact level of automation, for example, whether any user interaction is required
during the installation, is determined by the group policy of your organization.
7.

Click or tap either Install Now or Options.

To install CRM for Outlook with offline capability, click or tap Options, select Offline
Capability on the Customize Installation page, and then click or tap Install Now. Although
offline capability lets you run Microsoft Dynamics CRM without a network or Internet
connection, it does require the installation of additional technologies and places more demand on
your computers processor and memory. For more information about the minimum recommended
requirements, see Microsoft Dynamics CRM for Outlook hardware requirements.

To install CRM for Outlook without offline capability, click or tap Install Now.
Important
If you dont install offline capability at this point, the user will initially have no offline
capability. If you choose Install Now, the Outlook user can add offline capability later
by clicking Go Offline in Outlook.

The program features are installed and a progress indicator is displayed. You may be asked
to restart your computer to complete the installation.
8.

On the completion page of the Microsoft Dynamics CRM 2013 for Microsoft Office Outlook Setup
wizard, click or tap Close.

Task 2: Configure Microsoft Dynamics CRM for Outlook

After CRM for Outlook is installed, it must be configured. When you restart Outlook after youve
installed CRM for Outlook, the Configuration Wizard starts automatically.
Note
If you dont want to configure CRM for Outlook immediately after you install it, click or tap
Cancel on the Configure Organization page of the wizard. A Configure Microsoft
Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain
there until you configure CRM for Outlook.
If the Configuration Wizard doesnt start automatically, you can start it as described in the first
procedure that follows. The second procedure gives information about how to use a script to
configure multiple client computers.

1.

Start the Configuration Wizard: On the Start screen, click or tap Configuration Wizard or on earlier
12

versions of Windows click Start > All Programs > Microsoft Dynamics CRM, and then click
Configuration Wizard. Alternatively, click or tap Configure Microsoft Dynamics CRM for
Outlook on the CRM tab in Outlook.
2.

For Server URL, choose the option appropriate for you.

To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list, click or tap the
down arrow , and then click or tap CRM Online.

To connect to Microsoft Dynamics CRM (on-premises), there are two types of URLs.

Note
For internal deployments, type the Microsoft Dynamics CRM server or discovery service URL for
Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555.

To connect to Microsoft Dynamics CRM (on-premises) over the Internet, use the discovery service
URL with this format: https://dev.crmserver.contoso.com.
Check with your system administrator for the exact URL.

3.

Click or tap Test Connection. This populates the Organization Information list.
If youre prompted for credentials, select from the following options.

For a Microsoft Dynamics CRM Online organization

Connecting through Office 365, enter your Microsoft online services user name and
password, and then click or tap OK. This information should have been sent to you in
email when your account was added.

Connecting by using an earlier online services platform, enter your Microsoft account
(formerly Windows Live ID) and password, and then click or tap OK. This information
should have been sent to you in email when your account was added.

For Microsoft Dynamics CRM (on-premises), you may not be prompted because Microsoft
Dynamics CRM will use your Active Directory domain credentials.

Click or tap OK.

4.

For Organization, verify the Microsoft Dynamics CRM organization in the Organization list that you
want to connect to, and then click or tap OK.
The organization is initialized.
Click or tap Close.

5.

If youre a member of more than one organization, restart the Configuration Wizard to designate a
different organization as your current organization.
Note
To configure CRM for Outlook automatically from the command line, in quiet mode, or
using a script, see Step 2: Configure Microsoft Dynamics CRM for Outlook by using
an XML configuration file.
13

See Also
Install CRM for Outlook for Microsoft Dynamics CRM 2013 and Dynamics CRM Online
Upgrade Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM 2013 for
Outlook

Upgrade Microsoft Dynamics CRM 2011 for Outlook to Microsoft

Dynamics CRM 2013 for Outlook
Before you upgrade from Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM
2013 for Microsoft Office Outlook, consider the following:

CRM 2013 for Outlook is incompatible with earlier versions of Microsoft Dynamics CRM
Server, such as Microsoft Dynamics CRM Server 2011 (on-premises). However, Microsoft Dynamics
CRM 2011 for Outlook is compatible with Microsoft Dynamics CRM Server 2013. More information:
Microsoft Dynamics CRM 2011 for Outlook compatibility with Microsoft Dynamics CRM 2013
Server

Verify that your computer and software supports running CRM 2013 for Outlook. More
information: Microsoft Dynamics CRM for Outlook hardware requirements, Microsoft Dynamics
CRM for Outlook software requirements

Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and
hotfixes. You can automatically apply the latest update by using Microsoft Update. You can also search
for updates on the Microsoft Download Center. Choosing Microsoft Update lets you install
recommended updates automatically and without administrator permissions.

Base languages must match. To upgrade CRM for Outlook, the base language of the version of CRM
2013 for Outlook you want to install must match the base language of Microsoft Dynamics CRM 2011
for Outlook.

Verify Microsoft Dynamics CRM 2011 for Outlook is in online mode. If you have an earlier version
of CRM for Outlook, you cannot upgrade that version of CRM for Outlook when it is in Go offline
mode. You must bring CRM for Outlook online before you can upgrade to CRM 2013 for Outlook.

Upgrade is required to continue offline access after server upgrade. For an on-premises
deployment of Microsoft Dynamics CRM, after the Microsoft Dynamics CRM Server 2011 has been
upgraded to Microsoft Dynamics CRM Server 2013, users running CRM 2013 for Outlook can
continue to connect and use Microsoft Dynamics CRM. However, the clients must upgrade to CRM
2013 for Outlook to be able to go offline.

Changing from 32-bit to 64-bit. If you want to change to a different processor architecture (move
from 32-bit to 64-bit) while upgrading, note the following:

In-place cross-architecture upgrade isnt supported. If youre running the 32-bit version of
Microsoft Dynamics CRM 2011 for Outlook you cant in-place upgrade to 64-bit CRM 2013 for
Outlook. This also applies to Microsoft Office: If youre running Microsoft Office and want to
retain 32-bit, you can upgrade only to the 32-bit version of CRM 2013 for Outlook.

Cross-architecture upgrade requires uninstalling and reinstalling. To change to a different

14

architecture, perform the following steps in the order listed:

i.

Uninstall Microsoft Dynamics CRM 2011 for Outlook 32-bit.

ii.

Make sure that you have a 64-bit edition of Microsoft Office installed. If not, install
one. To determine the version, in Outlook click or tap File, click or tap Help, and in
the right-pane next to Version the bit-version is displayed.

iii. Install the 64-bit edition of CRM 2013 for Outlook.

For more information about installing CRM 2013 for Outlook, see "Task
1: Install Microsoft Dynamics CRM for Outlook" in Install CRM for Outlook
in this guide.

In This Topic
Task 1: Upgrade CRM 2011 for Outlook to CRM 2013 for Outlook
Task 2: Configure CRM 2013 for Outlook
Silent installation and configuration

Task 1: Upgrade CRM 2011 for Outlook to CRM 2013 for Outlook
Follow this procedure to upgrade to CRM 2013 for Outlook on a computer that has Microsoft
Dynamics CRM 2011 for Outlook installed.

1.

Log on to the computer as a user who has local Administrators group permissions.

2.

Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit
Microsoft Update.

3.

Locate and run the appropriate installation file:

To install from a DVD, double-click the SetupClient.exe file in the ... \Client\i386 installation
folder.

To install from the web, open the Microsoft Dynamics CRM 2013 for Outlook (Outlook Client)
download page and then download and run the installation package.

To install from the Microsoft Dynamics CRM user interface, click or tap Get CRM for Outlook
on the message bar. If you see any dialog boxes titled Security Warning, click or tap Run in
each.

The Microsoft Dynamics CRM 2013 for Outlook Setup wizard starts.
4.

On the License Agreement page, review the information. If you accept the license agreement, select I
accept the license agreement, and then click or tap Next.

5.

On the Upgrade page, click or tap Upgrade Now.

6.

Setup stores your configuration information, installs the program features, and displays a progress
15

indicator. Your configuration information is reapplied in the new installation.

7.

On the completion page of the Microsoft Dynamics CRM 2013 for Outlook Setup wizard, click or
tap Close.

Task 2: Configure CRM 2013 for Outlook

After the upgrade from Microsoft Dynamics CRM 2011 for Outlook, CRM for Outlook attempts to
use the configuration information that was used by Microsoft Dynamics CRM 2011 for Outlook.
When your restart Outlook after the upgrade of CRM for Outlook, you will know that
reconfiguration is necessary if the Configuration Wizard automatically starts.
If you dont want to configure CRM for Outlook immediately after you install it, click or tap Cancel
on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for
Outlook button then appears on the Outlook toolbar and remains there until you configure CRM
for Outlook.
If the Configuration Wizard doesnt start automatically, you can start it as described in the
following procedure.
To configure Microsoft Dynamics CRM for Outlook
1.

Start the Configuration Wizard: On the Start screen, click or tap Configuration Wizard or on earlier
versions of Windows click Start > All Programs > Microsoft Dynamics CRM > Configuration
Wizard. Alternatively, click or tap Configure CRM for Outlook on the CRM tab in Outlook.

2.

For Server URL, choose the option appropriate for you.

3.

To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list, click or
tap CRM Online.

To connect to an on-premises deployment of Microsoft Dynamics CRM 2013, type the discoveryservice URL for Microsoft Dynamics CRM in the format https://orgname.contoso.com for
Internet-facing deployments (IFD) or http://crmserver:5555 for internal deployments. Contact
your system administrator for the correct URL.

Click or tap Test Connection. This populates the Organization Information list.
If you are prompted for credentials, select from the following options.

For a Microsoft Dynamics CRM Online organization

Connecting through Office 365, enter your Microsoft online services user name and
password, and then click or tap OK. This information should have been sent to you in
email when your account was added.

Connecting by using an earlier online services platform, enter your Microsoft account
(formerly Windows Live ID) and password, and then click or tap OK. This information
should have been sent to you in email when your account was added.

For an on-premises deployment of Microsoft Dynamics CRM 2013, you may not be prompted
16

because Microsoft Dynamics CRM will use your Active Directory domain credentials.
Click or tap OK.
4.

For Organization, verify the Microsoft Dynamics CRM organization in the Organization list to
which you want to connect, and then click or tap OK.
The organization is initialized.
Click or tap Close.

5.

If you are a member of more than one organization, restart the Configuration Wizard to designate a
different organization as your current organization.

Silent installation and configuration

You use the command prompt to install and configure CRM 2013 for Outlook. More information:
Install Microsoft Dynamics CRM for Outlook using a Command Prompt

See Also
Install CRM for Outlook for Microsoft Dynamics CRM 2013 and Dynamics CRM Online
Advanced deployment options for Microsoft Dynamics CRM for Outlook
Troubleshooting Microsoft Dynamics CRM for Outlook installation and upgrade

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