Dynamics CRM 2011 Outlook Configuration Guide With Windows XP

Transcription

1 Dynamics CRM 2011 Outlook Configuration Guide With Windows XP With migrating to a new version of CRM, one of the side-affects is that the Outlook Integration Client has also been updated and needs to be re-installed by those individuals using it. This is a guide to that particular process. If you do not have the Outlook Integration Client installed you can skip straight to Step 2. Step 1 - Remove the Existing Client Ensure that you have Outlook closed before going any further. Navigate to Start > Settings > Control Panel > Add or Remove Programs. In the subsequent list scroll down until you see: Select the program and now select the Change button that will have appeared. The next screen will present you with the option to either Repair or Uninstall. Check the Uninstall option and select Uninstall: The Uninstallation process will now run automatically, removing all components of the client. Select Close on the next screen. When you next log into Outlook the CRM menu will have disappeared. Dynamics CRM 2011 Outlook Configuration Guide 1

2 Step 2 - Identifying your Operating System. The version of the Outlook integration you require will depend on your own PC/Laptop, and is related to the bit count of the Operating System (OS). You can check which version you are using by going here: Scroll down the page and you should see something like this: Make a note of the OS you are using. Step 3 - Downloading the New Client. Ensure that Outlook is closed. Navigate to: Select the Download option and on the next screen Check the box next to the appropriate version you require: If 32 Bit, download the i386 file, if 64 Bit download the amd64 file. Once you have determined you bit count, select Next. Dynamics CRM 2011 Outlook Configuration Guide 2

3 N.B. If you are on Windows XP, the download might not open, in this case, please select Click Here Then Select your OS Version and Try Again This should bring up a box that asks you to run the programme. Follow the on screen instructions. Dynamics CRM 2011 Outlook Configuration Guide 3

4 Step 4 - The Installation Process N.B. Please note that these instructions are for Windows 7. Other operating systems may vary slightly. A new pop-up window will appear: Select Run. This will download the file to your machine. Once fully downloaded, a new popup will appear: Select Yes. Another pop-up window will appear asking you where you want to extract the files to: Dynamics CRM 2011 Outlook Configuration Guide 4

5 For this instance we selected My Documents, but the location is entirely up to you. Once you have chosen a location, select OK. Windows will now extract the file to the chosen location, when completed the Set-up screen will appear: Accept the licence agreement, and select Next. Select Use Microsoft Update (recommended) Select Next Dynamics CRM 2011 Outlook Configuration Guide 5

6 Select Install Now Once the installation is complete you will see the screen below: Select Close If prompted, Restart your PC Dynamics CRM 2011 Outlook Configuration Guide 6

7 Step 5 - Integrating CRM and Outlook Open Outlook. A new window will appear and this is where we link Outlook to CRM via the URL. In our case it is: Enter the above URL in the Server URL area and select Test Connection: You will now see a CRM Login window appear, input your credentials in the appropriate fields Tick the box that says Remember my password Select OK If you have entered your credentials correctly you should see the below: Dynamics CRM 2011 Outlook Configuration Guide 7

8 Select OK. It will now run through a number of processes, it may take some time. Once the processes have completed you will be able to access CRM via Outlook. There will be a menu option in the top ribbon, and there will be an additional mailbox that appears on the left of the screen (as shown below): Questions? If you have any problems, please contact ICSU on icsuhelpdesk@cambridgeenglish.org Dynamics CRM 2011 Outlook Configuration Guide 8