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. Enable Internet Explorer (IE) Compatibility View for “dynamics.com”
  7. Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone:
    • *.dynamics.com
    • *.live.com
    • *.microsoftonline.com
  8. Allow IE pop-ups from:
    • *.dynamics.com
    • *.live.com
    • *.microsoftonline.com
  9. Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked
  10. Increase IE Disk Space Size for Temporary Internet Files to 350MB
  11. Apply Windows and Office Update via Microsoft Update
  12. Install .NET Framework 3.5 and 4.0
  13. Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapper or full download
  14. Apply the latest CRM 2011 Update Rollup via Microsoft Update
  15. Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK
  16. 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 me if you need help with your Microsoft CRM.  Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft Dynamics CRM and tagged . Bookmark the permalink.

3 Responses to Microsoft CRM 2011 Online Outlook Client Installation

  1. Pingback: Troubleshooting Microsoft CRM 2011 Online Outlook Client Installation | Microsoft Dynamics CRM Online Blog

  2. Alex Nosiara says:

    You’ve left out a really important one – if the clock is more than 5 minutes out, CRM Online refuses to connect.

  3. Naveed Anwar says:

    What about using Sql Server 2008 R2 Express instead of regular Sql Serve 2008 Express. Any tips on that? We want to take advantage of the 10GB limit vs. 4GB for the regular version.

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