Running Microsoft Dynamics CRM 2011 for Outlook on Windows 8 or with Microsoft Office 2013 requires Microsoft Dynamics CRM 2011 Update Rollup 11 or a later update rollup. For more information, see Unable to configure the Microsoft Dynamics CRM 2011 Outlook client on a Windows 8 computer and Support with Microsoft Dynamics CRM 2011 and Microsoft. Hi Paul, If you have an office 365 Business Premium account, you can use the Outlook Customer Manager - otherwise, microsoft doesn't have anything other than Dynamics, which is likely overkill and definitely not free- it's one of the pricier ones available.

To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.

Turn your Outlook into a professional CRM software at no cost. Work with a well-known environment, stay in one application, and don’t switch between. Integrate Emails, Calendar, Tasks, and Contacts. Get familiar with free CRM software that resembles Microsoft Outlook. Use a tool you already know and decrease your learning curve. Jan 11, 2016 To install and use Dynamics CRM 2015 for Outlook, your organization must be running Dynamics CRM Server 2015. Microsoft Dynamics CRM 2013 for Microsoft Office Outlook is not compatible with Dynamics CRM Server 2015. At a minimum, you must update CRM 2013 for Outlook to UR1 to use it with Dynamics CRM Server 2015.

For information about installing Dynamics 365 for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics 365 for Outlook using a Command Prompt.

For information about installing Dynamics 365 for Outlook using System Center Configuration Manager (SCCM), see the download Use SCCM to install Dynamics 365 for Outlook.

Important

• You can’t install Dynamics 365 for Outlook on a computer running Microsoft Exchange Server.
• Tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user.

Install Dynamics 365 for Outlook

You can add offline capability for the user either during this installation or at a later time.

Tip

If you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.

1. Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirements and Dynamics 365 for Outlook support matrixes.

2. Log on to the computer as a local administrator.

3. Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.

4. Locate and run the appropriate installation file by choosing one of the following methods:

   • To install from the web (version 8.x), go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the installed Microsoft Office architecture.

   • To install from the web (version 9.0), go to Dynamics 365 apps for Outlook, version 9.0 (Outlook client), and then download and run the executable file that matches the installed Microsoft Office architecture.

     Note

     If you have updated your Dynamics 365 apps organziation to version 9.0 and the Dynamics 365 for Outlook client does not connect then you may need to install TLS 1.2. For more information, Install TLS.

5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

6. If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.

   Note

   Microsoft releases improvements to Dynamics 365 for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.

7. Click Install Now or Options.

   • To install Dynamics 365 for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Dynamics 365 for Customer Engagement without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics 365 for Outlook hardware requirements.

   • To install Dynamics 365 for Outlook without offline capability, click Install Now.

   Important

   If you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.

   The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

8. On the completion page of the Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard, click Close.

Configure Dynamics 365 for Outlook

After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.

Note

If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.

If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.

If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.

1. To add an organization, choose one of the following:

   • To connect to a Dynamics 365 for Customer Engagement organization, choose Dynamics 365 apps from the drop-down list.

2. Click Connect.

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

   • For a Dynamics 365 for Customer Engagement organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.

3. Click Close.

4. If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

Enable multi-factor authentication through OAuth

In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365 apps). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 apps versions of Dynamics 365 for Customer Engagement can take advantage of MFA.. Customer Engagement automatically uses OAuth.

If you have upgraded your authentication server to use OAuth prior to installing Dynamics 365 for Outlook, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics 365 for Outlook.

If you upgrade your authentication server to use OAuth after rolling out Dynamics 365 for Outlook, you have two options to set Dynamics 365 for Outlook to use OAuth.

1. Reconfigure Dynamics 365 for Outlook on all computers. Run the Microsoft Dynamics 365 for Outlook Configuration Wizard and remove and re-add your organization.

   -- OR --

2. Use Group Policy to update the following registration key:

   HKEY_CURRENT_USERSoftwareMicrosoftMSCRMClient{orgid}.

   Set AuthenticationProvider to 0

   After the registry change, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA.

   In addition

   You might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransport

   For information on enabling an endpoint, see Sign in to Microsoft 365, Azure, or Intune fails after you change the federation service endpoint.

See Also

Microsoft Crm For Outlook Download

Follow these steps for a smooth upgrade to Dynamics 365 for Outlook.

1. If you're using a version of CRM for Outlook earlier than Microsoft Dynamics CRM 2015 for Outlook, uninstall it and install Dynamics CRM 2016 for Outlook. Then do Step 4.

2. Upgrade Dynamics CRM 2015 for Outlook to Dynamics CRM 2016 for Outlook.

3. Upgrade Dynamics CRM 2016 for Outlook to December 2016 Update for Dynamics 365 apps (Dynamics 365 for Outlook).

Tip

Microsoft Dynamics Crm For Outlook 64 Bit

With all the changes going on with Dynamics 365 terminology and versions, the following table could add some clarity.

Microsoft Dynamics CRM for Outlook upgrade requirements

Task 1: Upgrade Dynamics CRM 2015 for Outlook to Dynamics CRM 2016 for Outlook

Follow this procedure to upgrade to Dynamics 365 for Outlook on a computer that has Dynamics CRM 2015 for Outlook installed.

1. Log on to the computer as a user who has local Administrators group permissions.

2. Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit Microsoft Update.

3. Locate and run the appropriate installation file:

   • To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture (32-bit or 64-bit) of Microsoft Office that you’ve installed:

     • ... Clientamd64 for 64-bit

     • ... Clienti386 for 32-bit

   • To install from the web, open the Microsoft Dynamics CRM 2016 for Outlook (Outlook Client) download page and then download and run the installation package.

   • To install from the Dynamics 365 for Customer Engagement user interface, click Get Dynamics 365 for Outlook on the message bar. If you see any dialog boxes titled Security Warning, click Run in each.

     The Microsoft Dynamics 365 for Outlook Setup wizard starts.

4. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

5. On the Upgrade page, click Upgrade Now.

6. Setup stores your configuration information, installs the program features, and displays a progress indicator. Your configuration information is reapplied in the new installation.

7. On the completion page of the Microsoft Dynamics 365 for Outlook Setup wizard, click Close.

Task 2: Update Dynamics 2016 for Outlook

Follow this procedure to upgrade Dynamics 365 for Outlook on a computer that has it installed.

1. Browse to December 2016 Update for Dynamics 365 apps and run either the 32-bit (CRM2016-Client-KB3205084-ENU-I386.exe) or 64-bit (CRM2016-Client-KB3205084-ENU-Amd64.exe) package.

2. Complete the installation steps and close the program.

Task 3: Configure Dynamics 365 for Outlook

After the upgrade from Dynamics CRM 2015 for Outlook, Dynamics 365 for Outlook attempts to use the configuration information that was used by Dynamics CRM 2015 for Outlook.

When your restart Outlook after the upgrade of Dynamics 365 for Outlook, you will know that reconfiguration is necessary if the Configuration Wizard automatically starts.

If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and remains there until you configure Dynamics 365 for Outlook.

If the Configuration Wizard doesn’t start automatically, you can start it as described in the following procedure.

To configure Microsoft Dynamics 365 for Outlook

1. Start the Configuration Wizard: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365 apps > Configuration Wizard. Alternatively, click Configure Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.

2. Click Delete or Add to remove or add a Customer Engagement organization.

3. To add an organization, choose the option appropriate for you.

   • To connect to a Dynamics 365 for Customer Engagement organization, choose **Dynamics 365 apps ** from the drop-down menu.

4. Click Connect.

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

   • For a Dynamics 365 for Customer Engagement organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.

5. Click Close.

6. If you are a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

Silent installation and configuration

You use the command prompt to install and configure Dynamics 365 for Outlook. More information: Install Microsoft Dynamics 365 for Outlook using a Command Prompt

Cross-architecture upgrade of Microsoft Dynamics 365 for Outlook

If you intend to change to a different architecture (move from 32-bit to 64-bit) while upgrading, note the following:

• In-place cross-architecture upgrade is not supported. If you are running Dynamics CRM 2015 for Outlook 32-bit, you can perform an in-place upgrade only to 32-bit Dynamics CRM 2016 for Outlook. This also applies to Microsoft Office: If you are running and intend to retain a 32-bit version of Microsoft Office, you can upgrade only to 32-bit Dynamics CRM 2016 for Outlook.

• Cross-architecture upgrade requires uninstalling and reinstalling. If you have a 64-bit PC running a 64-bit version of Microsoft Windows, you can change from 32-bit to 64-bit Dynamics 365 for Outlook by performing the following steps in the order listed.

  1. Make sure that your PC has a 64-bit version of Windows. How to determine whether a computer is running a 32-bit version or 64-bit version of the Windows operating system.

  2. Uninstall Dynamics CRM 2015 for Outlook.

  3. Uninstall Microsoft Office.

  4. Install a 64-bit edition of Microsoft Office.

  5. Install the 64-bit edition of Dynamics 365 for Outlook.

  For more information about installing Dynamics 365 for Outlook, see Install Dynamics 365 for Outlook.