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  3. Microsoft Outlook Client

Installing the Outlook Client

 
Link

Please see the Configuring the Outlook Client article for follow-up steps.
For practical use of this feature, visit the Set Regarding Process article.

The Microsoft Dynamics CRM for Outlook Client (Add-In) provides a link between your Office applications (Outlook, Word, Excel) and Dynamics CRM / MiiiA.

The Outlook Client provides us the ability to:

  1. Sync Appointments from your Outlook Calendar & Email from your Inbox

      

  2. Link to Microsoft Office applications like Word for Mail Merge

     

 

IT Provider Assistance

We suggest you seek assistance from your IT provider to install the Outlook Client on all user machines.

While it’s not difficult to do, there may be network or other security permissions to deal with when installing applications on your machine.

This should be carried out when any new pc/laptop is setup & built for your business.

 

System Requirements

A Microsoft Dynamics CRM for Outlook installation requires for the following minimum system components. Actual requirements and product functionality may vary based on your system configuration and operating system.

  • 1.9 GHz or faster x86 or x64 dual core processor with SSE2 instruction set
  • 4GB Memory (8GB Recommended)
  • 2GB free hard disk space
  • Minimum screen resolution of 1024×768 recommended

 

Software Requirements

  • Windows 10, 8.1 or 8 (64-bit & 32-bit versions)
  • Windows 7 Service Pack 1 (64-bit & 32-bit versions)
  • Windows Server 2012 & 2012R2 (when running as a Remote Desktop Services application)
  • Microsoft Office 365, 2016, 2013 or 2010 (64-bit & 32-bit versions)
  • Internet Explorer 10 or 11 (must be installed & running on the system)

 

Latest Version

Critical

Please maintain the latest version of this Outlook add-in to ensure compatibility, security and best reliability

Please contact us for links to the latest version of the installers, including the most up-to-date patches & fixes. 

 

32-bit or 64-bit?

To determine which Outlook Client installer file you need to use, on each machine, follow the below steps to check if your Office is 32-bit or 64-bit:

for Microsoft Office 2013 / 2016

for Microsoft Office 2010

  • Open Outlook
  • Open Outlook
  • Click the FILE menu/tab
  • Click the File menu/tab
  • Select Office Account
  • Select Help
  • Select About Outlook
  • Check Version
  • Check Version

 

 

Installation Steps

  • Close Outlook
  • Run the appropriate Installer file
    (Right-Click & “Run as administrator” if possible)

CRM20XX-Client-ENU-amd64.exe (64-bit installer)

CRM20XX-Client-ENU-i386.exe (32-bit installer)

  • Choose a folder to store the installer’s extracted files

         If need be, make a new folder “TEMP” on your C:\ Drive

  • Select the folder & Click OK 
  • Wait for the extraction to complete

       Installation will begin automatically

 

  • Accept the License Agreement & Click Next 
  • Click Install Now 
  • If you wish to install Offline Mode click Options

         This is not required/recommended 

  

  • Wait for the Installation process to finish
  • Once complete, Click Close

 

 

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Related articles

  • Configuring the Outlook Client
  • Set Regarding Process

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