Upgrade Microsoft Dynamics CRM for Outlook

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Applies To: Dynamics CRM 2013

Microsoft Dynamics CRM for Microsoft Office Outlook is a Microsoft Office Outlook add-in that lets Microsoft Dynamics CRM users complete CRM tasks in the familiar Microsoft Outlook environment.

Important

The update of CRM for Outlook to Microsoft Dynamics CRM 2013 Service Pack 1 for Microsoft Office Outlook can only be reversed by uninstalling and reinstalling CRM for Outlook. You cannot rollback the Microsoft Dynamics CRM 2013 Service Pack 1 for Microsoft Office Outlook update. More information: Product Updates Installation Information for Microsoft Dynamics CRM Spring Wave '14

In this topic

Microsoft Dynamics CRM for Outlook upgrade requirements

Microsoft Dynamics CRM 2011 for Outlook compatibility with Microsoft Dynamics CRM 2013 Server

Offline mode: Microsoft Dynamics CRM 2013 for Outlook and Microsoft Dynamics CRM 2013 Server Service Pack 1 or Microsoft Dynamics CRM Online Spring ‘14

Cross-architecture upgrade of Microsoft Dynamics CRM for Outlook

Microsoft Dynamics CRM for Outlook upgrade requirements

Requirement

Description

Understand Microsoft Dynamics CRM 2013 compatability support

CRM 2013 for Outlook is incompatible with earlier versions of Microsoft Dynamics CRM Server, such as Microsoft Dynamics CRM Server 2011 (on-premises). Therefore, for on-premises deployments, you must upgrade to Microsoft Dynamics CRM Server 2013 before you can use CRM 2013 for Outlook. Notice that, Microsoft Dynamics CRM Server 2013 provides backward compatibility with certain versions of Microsoft Dynamics CRM 2011 for Outlook. More information: Microsoft Dynamics CRM 2011 for Outlook compatibility with Microsoft Dynamics CRM 2013 Server   

Use a PC that has sufficient hardware and software

You need a system capable of running Microsoft Dynamics CRM 2013 for Microsoft Office Outlook. For the best performance when you run CRM 2013 for Outlook, make sure your PC is running 64-bit Windows and Microsoft Office, has sufficient hard disk and RAM, and all the prerequisite software, such as Microsoft Office and Internet Explorer. For information about the hardware and software requirements for CRM 2013 for Outlook, see Microsoft Dynamics CRM for Outlook hardware requirements and Microsoft Dynamics CRM for Outlook software requirements.

Make sure you have at least Microsoft Dynamics CRM 2011 Update Rollup 12 applied

Only Microsoft Dynamics CRM 2011 for Outlook with Microsoft Dynamics CRM 2011 Update Rollup 12 or later update rollup is compatible with Microsoft Dynamics CRM Server 2013.

Important

Although you can connect to Microsoft Dynamics CRM Server 2013 with Microsoft Dynamics CRM 2011 for Outlook with Microsoft Dynamics CRM 2011 Update Rollup 12 or later update rollup, you cannot take data offline by using Go offline. To take data offline, upgrade to CRM 2013 for Outlook.

Although Microsoft Dynamics CRM 2011 for Outlook with Microsoft Dynamics CRM 2011 Update Rollup 6 is supported for upgrade to CRM 2013 for Outlook, Microsoft Dynamics CRM 2011 for Outlook with Microsoft Dynamics CRM 2011 Update Rollup 6 is incompatible with Microsoft Dynamics CRM Server 2013.

All other Microsoft Dynamics CRM 2011 for Outlook update rollup versions are not supported for upgrade.

Verify that you have appropriate permission

To install or upgrade CRM for Outlook, you must have local administrator permission on the computer where you perform the installation or upgrade.

Verify base language

To upgrade Microsoft Dynamics CRM 2011 for Outlook, the base language of CRM 2013 for Outlook must match the base language of Microsoft Dynamics CRM 2011 for Outlook.

Verify Microsoft Dynamics CRM 2011 for Outlook is in online mode

You cannot upgrade Microsoft Dynamics CRM 2011 for Outlook when it is in Go offline mode. You must bring Microsoft Dynamics CRM 2011 for Outlook online before you can upgrade to CRM 2013 for Outlook.

Understand that upgrade is required to use Go offline mode after the Microsoft Dynamics CRM Server is upgraded to Microsoft Dynamics CRM Server 2013 

After the Microsoft Dynamics CRM Server 2011 deployment has been upgraded to Microsoft Dynamics CRM Server 2013, users must upgrade to CRM 2013 for Outlook to continue accessing data offline (Go offline). For example, a particular user runs Microsoft Dynamics CRM 2011 for Outlook and accesses data offline. This user's organization is upgraded from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013. Although there now exists a client-server mismatch, users can still connect to the server and access data online if they run Microsoft Dynamics CRM 2011 with at least Microsoft Dynamics CRM 2011 Update Rollup 12. However, to go offline again, the user must upgrade to CRM 2013 for Outlook.

Offline mode: Microsoft Dynamics CRM 2013 for Outlook and Microsoft Dynamics CRM 2013 Server Service Pack 1 or Microsoft Dynamics CRM Online Spring ‘14

Feature changes in Microsoft Dynamics CRM 2013 Service Pack 1 and Microsoft Dynamics CRM Online Spring ‘14 have impact on the offline mode for CRM for Outlook. Consider the following matrix:

CRM for Outlook

Mode

Microsoft Dynamics CRM 2013

CRM version: Service Pack 1 and Spring ‘14

Microsoft Dynamics CRM 2013

Online

Supported

Supported

Offline

Supported

Defaults to Microsoft Dynamics CRM 2013 experience

CRM 2013 Service Pack 1 for Outlook

Online

Supported

Supported

Offline

Supported

Supported

In the above table:

Supported means CRM for Outlook will function as expected.

Default to Microsoft Dynamics CRM 2013 experience means when users of CRM 2013 for Outlook go offline:

  • CRM for Outlook will display the Microsoft Dynamics CRM 2013 user experience - not the Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) or Microsoft Dynamics CRM Online Spring ‘14 user experience.

  • New features in Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) or Microsoft Dynamics CRM Online Spring ‘14 will not display.

  • Customizations of new and updated feature components will not display.

Recommendations for administrators:

  • Soon after upgrading to Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) or Microsoft Dynamics CRM Online Spring ‘14, you should plan on upgrading all users to the latest CRM for Outlook.

  • You should direct users to not install CRM 2013 Service Pack 1 for Outlook on their computers before the server is upgraded.

  • You should test the impact of going offline for your users and prepare a communication plan.

Microsoft Dynamics CRM 2011 for Outlook compatibility with Microsoft Dynamics CRM 2013 Server

As mentioned in the earlier section, Microsoft Dynamics CRM 2011 for Outlook with Microsoft Dynamics CRM 2011 Update Rollup 12 or later update rollup is compatible with Microsoft Dynamics CRM Server 2013. This compatibility eases the upgrade timeline to allow administrators to do a phased rollout without work stoppages for Microsoft Dynamics CRM 2011 for Outlook users who have not been upgraded to CRM 2013 for Outlook.

Important

Only Microsoft Dynamics CRM 2011 for Outlook with Microsoft Dynamics CRM 2011 Update Rollup 12 or a later update rollup is compatible with Microsoft Dynamics CRM Server 2013.

Cross-architecture upgrade of Microsoft Dynamics CRM for Outlook

If you intend to change to a different architecture (move from 32-bit to 64-bit) while upgrading, note the following:

  • In-place cross-architecture upgrade is not supported. If you are running Microsoft Dynamics CRM 2011 for Outlook 32-bit, you can perform an in-place upgrade only to 32-bit CRM 2013 for Outlook. This also applies to Microsoft Office: If you are running and intend to retain a 32-bit version of Microsoft Office, you can upgrade only to 32-bit CRM 2013 for Outlook.

  • Cross-architecture upgrade requires uninstalling and reinstalling. If you have a 64-bit PC running a 64-bit version of Microsoft Windows, you can change from 32-bit to 64-bit CRM 2013 for Outlook by performing the following steps in the order listed.

    1. Make sure that your PC has a 64-bit version of Windows. How to determine whether a computer is running a 32-bit version or 64-bit version of the Windows operating system.

    2. Uninstall Microsoft Dynamics CRM 2011 for Outlook.

    3. Uninstall Microsoft Office.

    4. Install a 64-bit edition of Microsoft Office.

    5. Install the 64-bit edition of CRM 2013 for Outlook.

For more information about installing CRM 2013 for Outlook, see Install CRM for Outlook.

See Also

Upgrading from Microsoft Dynamics CRM 2011 and 2013
Planning Deployment of Microsoft Dynamics CRM 2013 Advanced Topics

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