Upgrade the Microsoft Dynamics CRM 3.0 client for Outlook to Microsoft Dynamics CRM for Outlook

This article describes the steps required to upgrade the Microsoft Dynamics CRM 3.0 client for Outlook to Microsoft Dynamics CRM for Microsoft Office Outlook.

On This Page Overview Step 1: Upgrade Microsoft Dynamics CRM 3.0 client for Outlook to Microsoft Dynamics CRM for Outlook Step 2: Configure Microsoft Dynamics CRM for Outlook

Overview

The upgrade of Microsoft Dynamics CRM 3.0 client for Outlook to Microsoft Dynamics CRM for Outlook enables you to take advantage of the new features available in Microsoft Dynamics CRM 4.0. For example, Microsoft Dynamics CRM for Outlook no longer requires a VPN solution to connect to Microsoft Dynamics CRM from an external resource. Microsoft Dynamics CRM for Outlook has the following client types:

• Microsoft Dynamics CRM for Outlook

  Install this version when you do not need to access Microsoft Dynamics CRM data offline or when you access Microsoft Dynamics CRM Online through a service provider.

• Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access

  Install this version when you need to access Microsoft Dynamics CRM data offline. This requires additional resources on your local computer and automatically downloads Microsoft SQL Server 2005 Express Edition to support an offline version of your Microsoft Dynamics CRM database records.

  Note

  When you start Setup, the Environmental Diagnostic Wizard reviews your computer to determine if you are performing an upgrade. During upgrade the Setup wizard selects the client type that matches the installed client of Microsoft Dynamics CRM 3.0 client for Outlook. Setup does not give you the option to install a different client type. If you were installing Microsoft Dynamics CRM for Outlook for the first time on the computer, the Setup wizard displays a page that allows you to select either client type.

  When you upgrade Microsoft Dynamics CRM for Outlook, the following client type upgrade options are available:

  • Upgrade the Microsoft Dynamics CRM 3.0 client for Outlook desktop client to Microsoft Dynamics CRM for Outlook.
  • Upgrade the Microsoft Dynamics CRM 3.0 client for Outlook laptop client to Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access.

  Important

  To upgrade, the base language of Microsoft Dynamics CRM for Outlook must match the base language of Microsoft Dynamics CRM 3.0 client for Outlook.

Top

Step 1: Upgrade Microsoft Dynamics CRM 3.0 client for Outlook to Microsoft Dynamics CRM for Outlook

To upgrade Microsoft Dynamics CRM 3.0 client for Outlook to Microsoft Dynamics CRM for Outlook:

1. Adhere to the system requirements for Microsoft Dynamics CRM.

   For more information about the system requirements, see the Microsoft Dynamics CRM 4.0 Implementation Guide Planning Guide, Chapter 3, "System Requirements and Required Components."

2. Log on to the computer as a user who has Local Administrator privileges.
3. Download Microsoft Dynamics CRM for Outlook to upgrade Microsoft Dynamics CRM 3.0 client for Outlook.

   Important

   You cannot upgrade Microsoft Dynamics CRM 3.0 client for Outlook by using Microsoft Dynamics CRM Online. If you download Microsoft Dynamics CRM for Outlook from the Microsoft Download Center, you must use Microsoft Dynamics CRM 4.0 for Office Outlook (On-Premise and Microsoft Dynamics CRM 4.0 Service Provider Editions).

4. Save the upgrade software for deploying to client computers or run it immediately to install on the current local computer.
5. Double-click setupclient.exe from the directory where the installation files were saved.
6. On the License Agreement page, review the information, select I accept this license agreement, and then click I Accept.
7. On the Performing Upgrade Actions page, click Upgrade.
8. On the Download and Install Required Components page, click Install. Click Yes if a message displays to download components. When the required components are installed, click Next.
9. On the Systems Requirements page, review the results of the verification check.

   Depending on the results of the verification check, you may need to perform updates to the local computer. To continue the upgrade, click Next.

10. The Microsoft Dynamics CRM for Outlook Configuration Wizard installs the selected program features. When the Setup Wizard displays "Microsoft Dynamics CRM for Outlook has been installed successfully. It may now be configured," click Close.

    To complete the installation of Microsoft Dynamics CRM for Outlook, you must run the Configuration Wizard. The Configuration Wizard is described in the following section "Step 2: Configure Microsoft Dynamics CRM for Outlook."

Installation Troubleshooting

If you encounter any problems with installation, see the following articles for troubleshooting help:

• Error message when you try to install, upgrade or configure a Microsoft Dynamics CRM client computer.
• E-mail messages are not sent from Outlook Web Access, from Outlook Mobile Access, or from Outlook Rules after you open the Microsoft CRM 4.0 for Outlook.
• The Microsoft Dynamics CRM menu still exists on the Outlook menu bar after you uninstall the Microsoft Dynamics CRM 3.0 client for Outlook.

Top

Step 2: Configure Microsoft Dynamics CRM for Outlook

Before configuring Microsoft Dynamics CRM for Outlook, you need to know the intranet URL for connecting to Microsoft Dynamics CRM to complete this task. If Microsoft Dynamics CRM users connect to Microsoft Dynamics CRM using an external URL for Internet connections, you need to have that URL available as well.

1. Start the Microsoft Dynamics CRM for Outlook Configuration Wizard. To do this, click Start, point to All Programs, point to Microsoft Dynamics CRM 4.0, and then click Configuration Wizard.
2. On the Connect to Microsoft Dynamics CRM page, select where you want to sign in to Microsoft Dynamics CRM, click My company, and then click Next.
3. Specify the Web addresses used for connecting Microsoft Dynamics CRM. In the Intranet address box, type the intranet URL.

   If you use a different URL when you connect to Microsoft Dynamics CRM over the Internet, clear the Use the same Web address when the System connects over the Internet check box. Type the External Web address in the text box and click Next.

4. On the System Requirements page, review the results of the verification, and perform any required steps. When the additional steps are complete, click Next.
5. On the Configuration Complete page, click Finish. When you open Outlook, the Microsoft Dynamics CRM toolbar and menu are enabled.

Top

Related Links

Doing CRM Work in Outlook