Donnerstag, 22. März 2012

Microsoft CRM 2011 Online Outlook Client Installation

Now that Microsoft Dynamics CRM 2011 Online is released (RTW). Here are some of my good notes on how we go about performing the Microsoft CRM 2011 Online Outlook Client Installation:

Installation:

  1. Check that hardware and software requirements are met
  2. Check and uninstall any previous version of CRM Outlook Client, including any CRM Outlook Offline components – review this link
  3. Login to the Microsoft CRM Web Client to ensure your login/password are OK
  4. Use Internet Explorer (IE) 9 if possible. Note: Windows XP doesn’t support IE9
  5. Configure Internet Explorer to allow download the number of files at one time to 10
  6. Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone:
    • *.dynamics.com
    • *.live.com
  7. Allow pop-ups from:
    • *.dynamics.com
    • *.live.com
  8. Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked
  9. Increase IE Disk Space Size for Temporary Internet Files to 350MB
  10. Apply Windows and Office Update via Microsoft Update
  11. Install .NET Framework 3.5 and 4.0
  12. Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapper or full download
  13. Apply the latest CRM 2011 Update Rollup via Microsoft Update
  14. Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK
  15. Link to my recommended initial Microsoft CRM Outlook Client settings
For more detailed installation information, here is the link to the Microsoft Dynamics CRM 2011 for Outlook Installing Guide for use with Microsoft Dynamics CRM Online
More Microsoft Dynamics CRM for Outlook Installation Instructions

Additional Note:


Contact us if you need help with your Microsoft CRM. Free Estimate.
FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Twitter Delicious Facebook Digg Stumbleupon Favorites More

 
Design by Free WordPress Themes | Bloggerized by Lasantha - Premium Blogger Themes | Free Samples By Mail