Microsoft Dynamics CRM 4 for Outlook Setup Online and Offline

This will install the CRM connector into your Outlook client for both Online and Offline use. You must have a CRM site that is enabled for Online & Offline use in order to use this functionality.

System Requirements:

Microsoft Dynamics CRM for Outlook can be installed on computers that have any combination of the following:
Windows operating systems:
Windows 7
Windows Vista
Windows XP with SP2
Microsoft Office:
Microsoft Office 2007
Microsoft Office 2003 SP3

Installation Instructions:

1. Set the Indexing Service to Automatic startup and start service
   1. Click on the Start Menu
   2. Right Click on "My Computer" and select Manage
      
      
   3. Expand Services and Applications
      
      
   4. Click on Services
      
      
   5. Within the panel on the right, browse down to "Indexing Service" and double click
      
      
   6. In the new window, change startup type to Automatic
      
      
   7. Click Start
   8. Click Ok
2. Download the Outlook connector from this URL: http://www.microsoft.com/downloads/details.aspx?FamilyID=60c4a6cc-59d7-416e-9f44-0ae8ff249768&DisplayLang=en
3. Double click DynamicsCRMClient_1033_i386.exe
4. Browse to folder to extract install files to. i.e. c:\apps\crm
   
   
5. Open Windows Explorer and browse the folder with the extracted files, i.e. c:\apps\crm
6. Ensure Outlook is closed and double click on setupclient.exe
   
   
7. Select "Install Microsoft Dynamics CRM for Outlook with Offline Access (Advanced)"
   
   
8. Select "I accept this license agreement" and click on "I Accept"
   
   
9. At this point the installer will examine your system and decide what components will need to be downloaded and installed. Once this is complete Click "Install" to start the installation.
   
   
10. Click Yes
    
    
11. Click Next
    
    
12. Browse to the location to install the files or leave the default and click Next
    
    
13. Examine this page for any errors during the install and follow the recommendations of any warnings that it presents. Click Next
    
    
14. Click Close to complete the connector setup.
    
    
15. Click on Start -> All Programs -> Microsoft Dynamics CRM 4.0 -> Configuration Wizard
    
    
16. Click Next
    
    
17. Select "An online service provider" and click Next
    
    
18. Enter the URL assigned to you (this can be found on your CRM settings page or from your administrator) and click Next
    
    
19. Enter your username and password and click OK
    
    
20. Click Next
    
    
21. Click Next
    
    
22. Click Finish
    
    
23. Open Outlook and you will now be prompted to sign into CRM. Enter your username and password
    
    
24. Within Outlook you should now see the CRM Outlook toolbar
    
    
25. Also within Outlook, you will see a new folder called Microsoft Dynamics CRM to access CRM within your Outlook client
    
    
26. Your Outlook Setup should be complete. If you need additional assistance please contact technical support.