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:
- Check that hardware and software requirements are met
- Check and uninstall any previous version of CRM Outlook Client, including any CRM Outlook Offline components – review this link
- Login to the Microsoft CRM Web Client to ensure your login/password are OK
- Use Internet Explorer (IE) 9 if possible. Note: Windows XP doesn’t support IE9
- Configure Internet Explorer to allow download the number of files at one time to 10
- Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone:
- *.dynamics.com
- *.live.com
- Allow pop-ups from:
- *.dynamics.com
- *.live.com
- Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked
- Increase IE Disk Space Size for Temporary Internet Files to 350MB
- Apply Windows and Office Update via Microsoft Update
- Install .NET Framework 3.5 and 4.0
- Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapper or full download
- Apply the latest CRM 2011 Update Rollup via Microsoft Update
- Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK
- Link to my recommended initial Microsoft CRM Outlook Client settings
More Microsoft Dynamics CRM for Outlook Installation Instructions
Additional Note:
- For Windows 7 OS, Microsoft .NET Framework 3.5.1 is a feature of the OS components
- Check the latest version of Microsoft Dynamics CRM 2011 Online Outlook Client
- Link to troubleshooting Microsoft CRM 2011 Online Outlook Client Installation
- Optimizing Performance for MS CRM Online 2011
- Dynamics CRM 2011 Online – Go Live Checklist
- Optimizing and Maintaining Client Performance for Microsoft Dynamics CRM 2011 and CRM Online
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