Microsoft Dynamics CRM for Outlook Installation Instructions for use with Microsoft Dynamics CRM Online
Applies To: Dynamics CRM Online
Microsoft Dynamics CRM for Outlook enables access to the same data through Microsoft Office Outlook as the Microsoft Dynamics CRM Online web client. Dynamics 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 Dynamics 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 Dynamics CRM for Outlook by running Dynamics 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 Dynamics 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 Online data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the user’s data.
Although multiple users can share a computer that uses Dynamics CRM for Outlook, only one user can go offline on that computer.
If you would like a version of this document to print, download Microsoft Dynamics CRM Online for Outlook Installation Instructions (Microsoft Dynamics CRM Online editions).
The following topics cover both Dynamics CRM for Outlook when used with an on-premises deployment of Microsoft Dynamics CRM and Dynamics CRM for Outlook when used with Microsoft Dynamics CRM Online.
Dynamics CRM for Outlook offers deployment options for organizations that require silent automated distribution or installation to centralized desktop environments that use Remote Desktop Services or Citrix Presentation Server.
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