Install CRM for Outlook

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Applies To: Dynamics CRM 2015

The main application interface of Microsoft Dynamics CRM for Outlook resides in Outlook. You can access it by using the Outlook shortcut bars, ribbon, and folder navigation. Installing Dynamics CRM for Outlook also creates a toolbar in Outlook and a folder in the structure of the user's mailbox.

To set up Dynamics CRM for Outlook on a user’s computer, perform the following installation and configuration tasks:

  1. Install Dynamics CRM for Outlook. To complete this task, run the SetupClient.exe file in the appropriate folder on the installation media. For more information, see Task 1: Install Microsoft Dynamics CRM for Outlook later in this topic.

  2. Configure Dynamics CRM for Outlook. To complete this task, run the Dynamics CRM for Outlook Configuration Wizard. For more information, see Task 2: Configure Microsoft Dynamics CRM for Outlook. You can run the Configuration Wizard either right after the installation finishes or at a later time.

    Note

    The Configuration Wizard starts automatically the first time you run Outlook after you install Dynamics CRM for Outlook.

For information about how to install Dynamics CRM for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics CRM for Outlook using a command prompt.

Important

Running Dynamics CRM for Outlook on a computer that is running Microsoft Exchange Server isn’t supported.

In This Topic

Task 1: Install Microsoft Dynamics CRM for Outlook

Task 2: Configure Microsoft Dynamics CRM for Outlook

Enable multi-factor authentication through OAuth

Task 1: Install Microsoft Dynamics CRM for Outlook

Use this procedure to install Dynamics CRM for Outlook. You can add offline capability for the user either during this installation or at a later time.

  1. Meet the Dynamics CRM for Outlook requirements specified in Microsoft Dynamics CRM for Outlook hardware requirements and CRM for Outlook support.

  2. Log on to the computer as Local Administrator.

  3. Best practice: Make sure that the latest Microsoft Office updates are installed including all security updates. To verify, visit Microsoft Update.

  4. Locate and run the appropriate installation file:

    • To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture (32-bit or 64-bit) of Microsoft Office that you’ve installed:

      • ... \Client\amd64 for 64-bit

      • ... \Client\i386 for 32-bit

    • To install from the web, go to Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (Outlook Client) and then download and run the executable file that matches the architecture of Microsoft Office that you’ve installed.

    • To install from the Microsoft Dynamics CRM web application, choose Get CRM for Outlook on the message bar. If you see any dialog boxes titled Security Warning, choose Run in each.

      The Microsoft Dynamics CRM 2015 for Microsoft Office Outlook Setup wizard starts.

  5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then choose Next.

  6. If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then choose Next.

    Note

    Microsoft releases improvements to Dynamics CRM for Outlook as software updates. If you choose Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.

  7. Choose either Install Now or Options.

    • To install Dynamics CRM for Outlook with offline capability, choose Options, select Offline Capability on the Customize Installation page, and then choose Install Now. Although offline capability lets you run Microsoft Dynamics CRM without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics CRM for Outlook hardware requirements.

    • To install Dynamics CRM for Outlook without offline capability, choose Install Now.

    Important

    If you don’t install offline capability at this point, the user will initially have no offline capability. If you choose Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.

    The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

  8. On the completion page of the Microsoft Dynamics CRM 2015 for Microsoft Office Outlook Setup wizard, choose Close.

Task 2: Configure Microsoft Dynamics CRM for Outlook

After Dynamics CRM for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics CRM for Outlook, Add a Microsoft Dynamics CRM Organization starts automatically.

Note

If you don’t want to configure Dynamics CRM for Outlook immediately after you install it, choose Cancel. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics CRM for Outlook.

If Add a Microsoft Dynamics CRM Organization doesn’t start automatically, you can start it as described in the first procedure that follows. The second procedure gives information about how to use a script to configure multiple client computers.

  1. Start the Configuration Wizard: On the Start screen, choose Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics CRM 2015, and then click Configuration Wizard. Alternatively, choose Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Outlook.

  2. To add an organization, choose the option appropriate for you.

    • To connect to a Microsoft Dynamics CRM Online organization, choose CRM Online from the drop-down menu.

    • To connect to an on-premises deployment of Microsoft Dynamics CRM, type the discovery-service URL for Microsoft Dynamics CRM in the format https://orgname.contoso.com for Internet-facing deployments (IFD) or http://crmserver:5555 for internal deployments. Contact your system administrator for the correct URL.

  3. Choose Connect.

    If you are prompted for credentials, select from the following options.

    • For a Microsoft Dynamics CRM Online organization, enter your Microsoft Online Services user name and password, and then choose OK. This information should have been sent to you in email when your account was added.

    • For an on-premises deployment of Microsoft Dynamics CRM, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.

  4. Choose Close.

  5. If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

Note

To configure Dynamics CRM for Outlook automatically from the command line, in quiet mode, or using a script, see Step 2: Configure CRM for Outlook by using an XML configuration file.

Enable multi-factor authentication through OAuth

In the newly redesigned Microsoft Dynamics CRM for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication (MFA) through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access their data that is hosted by a given service provider (such as CRM). Using MFA can help make client authentication more secure, especially for mobile users. CRM Online and on-premises versions of Microsoft Dynamics CRM 2015 can take advantage of MFA; Microsoft Dynamics CRM 2015 on-premises requires at least Windows Server 2012 R2. CRM Online automatically uses OAuth.

If you have upgraded your authentication server to use OAuth prior to installing Dynamics CRM 2015 for Outlook, Dynamics CRM 2015 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics CRM 2015 for Outlook.

If you upgrade your authentication server to use OAuth after rolling out Dynamics CRM 2015 for Outlook, you have two options to set Dynamics CRM 2015 for Outlook to use OAuth.

  1. Reconfigure Dynamics CRM for Outlook on all computers. Run the Microsoft Dynamics CRM for Outlook Configuration Wizard and remove and re-add your organization.

    -- OR --

  2. Use Group Policy to update the following registration key:

    HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\{orgid}.

    Set AuthenticationProvider to 0

    After the registry change, Dynamics CRM 2015 for Outlook will automatically check for and use OAuth for MFA.

In addition

You might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransport

For information on enabling an endpoint, see Sign in to Office 365, Azure, or Intune fails after you change the federation service endpoint.

See Also

Planning and installing CRM for Outlook for Microsoft Dynamics CRM 2015 and Dynamics CRM Online
Deploy Microsoft Dynamics CRM for Outlook by using Group Policy

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