Tuesday, April 26, 2011

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: 
  7. *.dynamics.com 
  8. *.live.com 
  9. Allow pop-ups from: 
  10. *.dynamics.com 
  11. *.live.com 
  12. Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked 
  13. Increase IE Disk Space Size for Temporary Internet Files to 350MB 
  14. Apply the latest CRM 2011 Update Rollup, Windows and Office Update via Microsoft Update
  15. Install .NET Framework 3.5 and 4.0 
  16. Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapper or full download 
  17. Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK 
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
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

No comments:

Post a Comment