Hosted Exchange FAQ and Troubleshooting

Microsoft Dynamics CRM 4.0 for Outlook Setup - Online & 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 Service Pack 3
Microsoft Office:
Microsoft Office 2007
Microsoft Office 2003 Service Pack 3

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

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3. Expand Services and Applications

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4. Click on Services

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5. Within the panel on the right, browse down to "Indexing Service" and double click

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6. In the new window, change startup type to Automatic

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7. Click Start
8. Click Ok

2. Download the Outlook connector HERE

1. Double click DynamicsCRMClient_1033_i386.exe
2. Browse to folder to extract install files to. i.e. c:\apps\crm

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3. Open Windows Explorer and browse the folder with the extracted files, i.e. c:\apps\crm
4. Ensure Outlook is closed and double click on setupclient.exe

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5. Select "Install Microsoft Dynamics CRM for Outlook with Offline Access (Advanced)"

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6. Select "I accept this license agreement" and click on "I Accept"

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7. 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.

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