Microsoft Office 2010 and Microsoft Dynamics CRM


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! 
 
 
 
 

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Frank Lee, Microsoft CRM MVP
Workopia

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
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8 Responses to Microsoft Office 2010 and Microsoft Dynamics CRM

  1. Olivier says:

    Cool, thanks for the info! That\’s too bad for Office 2010 64-bits and I don\’t feel like reinstalling at all… oh well, maybe I\’ll wait a little bit

  2. Unknown says:

    Thanks Frank!When I tried this, I never got to the "Update Installation Files" part. It gave me a choice to Repair or Uninstall. I chose Repair and then I got the error "Setup failed to determine whether a supported version of Microsoft Outlook is installed". This happened to me during the Office 2010 Beta and we never got it fixed so I tried again with the RTM. Same problem. Back in Feb, I did an Uninstall and then it wouldn\’t load again because it couldn\’t find a valid instance of Outlook.Any ideas? Thanks for your support!Lon

  3. Frank says:

    Hi Lon. I would perform a complete uninstall of the Microsoft CRM Outlook Client so the "Repair/Uninstall" doesn\’t trigger. Then perform a complete uninstall of the Office 2010 Beta. Hope that clears the variable causing the issue.

  4. Sami Ali says:

    Hello
    I am trying roolup 9 , roolup 14 , no result , i have a problem , :
    crm need a mandotary update ! , do you have any suggestions ?
    i am using dynamic CRM 4.0 on server 2003 , my windows vers in win7 32 bit
    and office 2010 32 bit

    Thanks

  5. Mohamed Ragab says:

    Hello, am trying to install MSCRM 4.0 on-premise for outlook with office outlook 2010 32bit on windows 7 32bit but i got ( The request failed with HTTP status 400 bad request ) after step ( CRM Server http address in the Intranet address box and then click the “Next” button ) Note: MSCRM server on windows 2008 R2 and using SQL 2008 on the same machine . so please advice.

    • Sounds like maybe a network setting between the CRM Server (IIS) and the CRM Outlook Client. Microsoft CRM and SQL Server on the same machine should be fine. Are you able to use the CRM Web Client OK? Is the CRM Client on the same network segment?

  6. BD says:

    Hello, we are currently at Rollup 12 of CRM 4.0. The users use Outlook 2010. These have installed the outlook connector.
    Apparently some have it shown in the add-ins tab and others straight off in the home tab like you said. But I do not understand what the version of the CRM 4 server is going to make a difference at a program which is installed at the clients?

    Anyway the real issue is that at the computers where it is found under the add-ins (which is an older version if I understand your article) it shows no issue.

    And the computers where CRM is found under the home tab it fails to work. When starting up outlook the following message is shown:
    “Microsoft dynamics CRM was unable to add the web address of the microsoft dynamics CRM server to Trusted Sites.”
    After making sure every url is correctly added to the trusted sites, and at the diagnostics tool:
    “Unable to run diagnostics test “verifying internet explorer security settings, Re-run CRM diagnostics”

    I have no idea how to resolve this and why the newest version of the plugin? fails to work and the old still works?

    anyone an idea?

    Kind regards!

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