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Install CRM for Outlook for Microsoft Dynamics CRM 2013

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Applies To: Dynamics CRM 2013

This section applies to Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2013 (on-premises). 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 of Microsoft Dynamics CRM 2013 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

We do not guarantee synchronization will work as expected if Cached Exchange Mode is turned off in Outlook. For example, sometimes, tracking email from the Outlook Search folder gives an error when Cached Exchange Mode is off when you set up your Exchange email account in Outlook. The best practice is to turn on Cached Exchange mode when you set up your Exchange email account in Outlook. More information: Turn on Cached Exchange Mode

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 user’s Microsoft Dynamics CRM data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s 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

Users who log on locally to a device that has Microsoft Dynamics CRM for Outlook installed can potentially access CRM data stored locally. Shared use of a device running Dynamics CRM for Outlook is not supported.

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