Select one, and then change the Display Name if you wish (this will be what shows up in Outlook – you may want to call it ‘CRM’ for example).Ĭlick OK to set up the organisation. If you are associated with multiple organisations they will all be visible here. Once it has connected, you will be able to select your desired Organisation from the drop down menu. For On Premise this should be your domain login, and should authenticate automatically. For CRM Online this will be your Office 365 login. If it has successfully made a connection you will be prompted to enter your CRM login credentials.

If you are using Dynamics CRM On Premise or Partner Hosted, type in the CRM URL that you use to log in from the web browser, making sure to use ‘https’ if required.Ĭlick Test Connection. If you are using Dynamics CRM 2011 Online, select ‘CRM Online’ from the Server URL dropdown. If it doesn’t pop up automatically, click the CRM tab and select Configure Microsoft Dynamics CRM for Outlook.

Open outlook, and a window should pop up prompting you to configure your CRM organisation. Once it’s finished, click close and then restart outlook. Read and accept the license agreement and click next.Ĭlick Install Now to start the installation. If it doesn’t, navigate to the folder and run the “SetupClient.exe” file manually. Once it is completed extracting, the Setup wizard will start automatically. When asked where to extract files to, create a new folder and then click ok (this folder can be deleted at the end of installation).

Once the file has downloaded, run the executable file. Clicking this button will begin the download.Īlternatively you can download the Installer directly from this link: Install and Configure Dynamics CRM 2013 for Outlook 2013įirst you need to download the Dynamics CRM 2013 Outlook Client Installer, which can be downloaded in 2 ways:Ĭlick on the ‘Get CRM for Outlook’ bar that appears at the top of your Dynamics CRM 2013 system when accessing it via the web browser.

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