I had installed the final release of Microsoft Office 2010 (Outlook 2010) and set it up as the Microsoft CRM Outlook Client for Microsoft Dynamics CRM v4.0 On-Premise and then for Microsoft Dynamics CRM Online “v4” – it worked on both without any issues (including the Offline Access setup).
Here are my setup notes for Microsoft CRM Outlook Client on Microsoft Office 2010 (Outlook 2010):
A. More and more folks are using 64-bit PC Operating Systems such Vista or Windows 7 – but you need to install the Microsoft Office 2010 32-bit version in order to support the Microsoft CRM Outlook Client for Microsoft CRM v4.0 On-Premise or Microsoft CRM Online “v4”. The reason is that the Microsoft CRM v4 Outlook Client is only available in 32-bit. Note: Microsoft CRM 2011 “v5” Outlook Client supports BOTH 32 and 64 bits. Here is how to check if your Microsoft Office 2010 is 32 or 64 bits:
Note: In case your Microsoft Office 2010 is not 32-bit but 64-bit, then you will need to uninstall and reinstall it with the 32-bit version:
B. After the correct Microsoft Office 2010 is in place, then you need to download the LATEST Microsoft Dynamics CRM v4.0 On-Premise or Microsoft CRM Online Outlook Client setup program. Here is a Link to both downloads. During the initial setup screen, be sure to click “Update installation files” and then following the normal Microsoft CRM Outlook Client setup process. That’s about it.
Here are some screen shots of Microsoft CRM Online Outlook Client running on Microsoft Office Outlook 2010. Enjoy!
Update 6/3/2010: By applying the latest Microsoft CRM 4.0 Update Rollup (UR11), the Microsoft Dynamics CRM buttons are displayed on the Home tab vs. on the Add-ins tab. If you are using Microsoft CRM Online – apply the latest CRM Outlook Client update.
Update: Microsoft Dynamics CRM 2011 “v5’” supports BOTH Microsoft Office Outlook 32 or 64 bits. Microsoft CRM 2011 Online was released to the world on January 17th, 2011 and Microsoft CRM 2011 On Premise was released to the world on February 16th, 2011. Yay!