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:

• 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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Posted in: CRM 2011 Client Deployment,CRM 2011 Online

CRM 2011 Discovery and Web Service URLs

CRM 2011 Discovery and Web Service URLs

CRM 2011 Discovery and Web Service URL’s to use, based on the Developer Resources Page in CRM.

Here is the information that you need:
For CRM Online customers:
The following URLs should be used to access the discovery service (use the appropriate URL for your location):
https://dev.crm.dynamics.com/XRMServices/2011/Discovery.svc (North America)
https://dev.crm4.dynamics.com/XRMServices/2011/Discovery.svc (EMEA)
https://dev.crm5.dynamics.com/XRMServices/2011/Discovery.svc (APAC)
The following URLs should be used to access the Organization service(SOAP endpoint):
https://{Organization Name}.api.crm.dynamics.com/XrmServices/2011/Organization.svc (North America)
https://{Organization Name}.api.crm4.dynamics.com/XrmServices/2011/Organization.svc (EMEA)
https://{Organization Name}.api.crm5.dynamics.com/XrmServices/2011/Organization.svc (APAC)
Where {Organization Name} refers to the Organization that you specify in the URL when accessing the Web application. For example, for Contoso.crm.dynamics.com, the {Organization Name} is Contoso.
The following URLs should be used to access the Organization Data service(OData REST endpoint)
https://{Organization Name}.api.crm.dynamics.com/XrmServices/2011/OrganizationData.svc (North America)
https://{Organization Name}.api.crm4.dynamics.com/XrmServices/2011/OrganizationData.svc (EMEA)
https://{Organization Name}.api.crm5.dynamics.com/XrmServices/2011/OrganizationData.svc (APAC)

For CRM On-premises customers:
http://{server}/XRMServices/2011/Discovery.svc for the Discovery service endpoint
http://{server}/{OrgName}/XRMServices/2011/Organization.svc for the Organization Service endpoint (SOAP)
http://{server}/{OrgName}/XRMServices/2011/OrganizationData.svc for the Organization Data Service endpoint (REST)
http://{server}/XRMDeployment/2011/Deployment.svc for the Deployment Service endpoint

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Posted in: CRM 2011 Online