Microsoft Dynamics CRM Online Help

Install Microsoft Dynamics CRM for Outlook

Can I do this task?

Before installing Microsoft Dynamics CRM Online for Microsoft Office Outlook, read the Installation Chapter included on the Download page.

The Microsoft Dynamics CRM Online for Microsoft Office Outlook is included on the Microsoft Dynamics CRM Client CD, and then installed and run on the Microsoft Dynamics CRM Online server.

  1. Insert the Microsoft Dynamics CRM Client CD, and double-click Setup.exe.
  2. On the Microsoft Dynamics CRM Online Setup screen, click Microsoft Dynamics CRM Online for Microsoft Office Outlook, click and follow the instructions in the Setup wizard.

Important

After installing Microsoft Dynamics CRM Online for Outlook, there are options that need to be set to enable you to send and receive e-mail from Outlook for Microsoft Dynamics CRM Online and to determine what data is synchronized.

More information: Install Microsoft Dynamics CRM Online for Outlook, Specify how your e-mail is tracked in Microsoft Dynamics CRM Online for Outlook, Set the option to send and recieve e-mail from a user or queue, Set synchronization options in Microsoft Dynamics CRM Online for Outlook, Set address book options in Microsoft Dynamics CRM Online for Outlook, Set Personal Options

Related Topics

Doing CRM Work in Outlook

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