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Microsoft Dynamics CRM

How to install & configure Microsoft Dynamics CRM 2016 for Outlook

Before starting, it is important to be aware of the following points:

To install Microsoft Dynamics CRM 2016 for Outlook, you must have Local administrator

permissions on the computer on which you are running the installation.

On completion of the installation you may be prompted to restart your computer.

If you have already have CRM 2015 on your machine, you may download the installation

media from the below links and upgrade your existing installation to the latest version. If

you have CRM 2013 installed on your machine, you will need to uninstall CRM for Outlook

and install using the latest version provided below.

The following instructions will guide you through the installation. The whole process takes 10 to 15

minutes to complete.

1. Download and run the Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook

Client). The software can be downloaded from https://www.microsoft.com/en-

US/download/details.aspx?id=50370

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Important Note:

• Before downloading please read the System Requirements and Installation Instructions on the

download page to ensure your machine is compatible for the install.

Beginning the Download

Click ‘Download’ in the above screen shot to present the below options:

• If you are using a 32-bit edition of Microsoft Outlook you must download and run the CRM2016-

Client-ENU-i386.exe file

• If you are using a 64-bit edition of Microsoft Outlook you must download run the CRM2016-

Client-ENU-amd64.exe file.

To check the edition of Microsoft Outlook you are using, open Microsoft Outlook, click the File tab

and then select Help. Look for the About Microsoft Outlook section on the screen that is displayed.

The Microsoft Outlook version and edition (i.e. 32-bit or 64-bit) will be displayed.

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Complete the following steps to install Microsoft Dynamics CRM 2016 for Outlook:

1. Once you have clicked on the download link from the Microsoft web page, you will be

prompted to save the installation media. To do this browse to and select a location on your

machine to save the installation files and then click OK.

2. Browse to the downloaded file and double click to begin the process.

3. It is best practice to create a new folder to extract the setup files for the CRM for Outlook

client, in the below example a folder was created on the C drive called CRM for Outlook.

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4. When prompted, select I accept the license agreement and then click Next.

5. If you require offline capability click options, if you don’t click Install Now.

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6. If you have selected the ‘Options’ button to install offline capability, tick the box for offline

capability and click install now. If you require the program files to go to another program file

area this can be changed too within this section of the setup

Installation in Progress Explained

7. The installation of CRM will download all of the prerequisites to install and use CRM for

Outlook. For a full list of pre-requisites please see the following Microsoft TechNet article:

http://technet.microsoft.com/en-us/library/hh699818.aspx

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7.1 The install will then install of the prerequisites that your machines doesn’t already have

7.2 Finally the install will install CRM for Outlook

7.3 The installation will then finalise by checking if any CRM for Outlook updates are available to

bring it in line with the latest update for CRM 2015

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8. The installation process is now complete and will require a reboot of your machine to finalise the

setup. If you cannot restart your machine at that particular moment in time, un-tick the box for

‘Restart Now’ and click close.

You will now be required to proceed with the following to configure the connection between CRM

& Outlook.

Complete the following steps to configure Microsoft Dynamics CRM 2016 for Outlook:

1. Launch the Configuration Wizard by either opening Microsoft Outlook or selecting Start, All

Programs, Microsoft Dynamics CRM 2016, Configuration Wizard. (If Windows 8 or 10, search for

Microsoft Dynamics CRM, Configuration Wizard)

2. Upon launching the Microsoft Dynamics CRM 2016 for Outlook Configuration Wizard, you will

be presented with the following Screen. If you are using CRM online, select the arrow on the drop

down menu and choose ‘CRM Online’. If you are using an on premise or partner hosted installation

of CRM, remove http:// and input your CRM server URL.

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3. Once you have chosen CRM online or input your URL, select Connect

If you are prompted for credentials, you can select from the following options.

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For Microsoft Dynamics CRM Online users, you will need to insert your CRM username and

password, tick keep me signed in and click sign in

For an on premise instance of Microsoft Dynamics CRM, you may not be prompted because

Microsoft Dynamics CRM will use your Active Directory domain credentials.

4. There will be a short delay while the configuration wizard connects to Microsoft Dynamics CRM

Online.

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5. If your username is associated with multiple databases you will be given the following screen to

select the database you require to use CRM for Outlook with. Select the database from the list and

choose select to connect. If you are not associated with multiple databases you will see the screen

in step 6

6. When connected, the Organisation Information will display the name of the Microsoft Dynamics

CRM Organisation, server address, Sync method, and user the org is configured for.

7. Click Close and Launch Outlook to being working with CRM for Outlook

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Using Microsoft Dynamics CRM 2016 via Outlook

1. Launch Microsoft Outlook.

2. Your Organisation will be displayed in Microsoft Outlook as a new set of folders on the

navigation pane. The top folder name will be the name of your Organisation.

You may now use Microsoft Dynamics CRM from Microsoft Outlook in addition to from a Web

Browser:

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***If you have any queries or require any assistance, please don’t hesitate to give one of us a call

here at Preact on 0800 381 1000***