Microsoft Dynamics® CRM Training
CRM Online Trial: CRM for Outlook
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This is the fifth installment of the CRM Online Trials series.
At this point in our evaluation of our free 30-day trial of Microsoft Dynamics CRM Online, you have conducted most of your analysis from an internet browser. However, you may have heard that CRM for Outlook is a pretty powerful feature. With it, you can retain virtually all CRM Online functionality from your familiar Outlook client. Additionally, you do not need to purchase CRM Online to try CRM for Outlook; you can add your trial organization and see if it’s right for you.
Before you can add your organization to Outlook, you must first install the CRM 2011 Outlook client. There are two ways of doing this, and both are very easy. There are a couple of important things to know before you install the client though.
First, be sure that you have administrator rights on your machine. Second, if you already have the CRM 4.0 Outlook client, and have updated to CRM Online 2011, you must uninstall the CRM 4.0 Outlook client. Thirdly, the Outlook client for CRM Online 2011 is compatible with Outlook 2003 with Service Pack 3, Outlook 2007, Outlook 2010, and Outlook 2013. Lastly, if you currently have Outlook 2010 or 2013, be sure to determine if it is 32, or 64 bit.
The first way you can install the CRM 2011 Outlook Client is through the “Get CRM for Outlook” button, located below the ribbon in CRM Online, as shown below. This button automatically appears when you log into CRM Online if you do not already have the client installed. By clicking the button, an automated installation will begin. However, this button will not appear if it has been closed previously by clicking the “X” on the far right side. It also can be disabled for all users by your system administrator, in which case, it will not automatically appear upon signing in.
You can also install the CRM 2011 Outlook Client from the Microsoft Download Center. Just go to the Download Center homepage and search for CRM for Outlook. If you are using Outlook 64 bit, click the Download button on the top. For the 32 bit, click the Download button on the bottom. You will be given the option to save the file locally or to run it. Then, you will be led through a simple, step-by-step installation wizard.
Once you complete the wizard, you can access all CRM Online information in a single application. Data can be automatically synchronized between Outlook and CRM Online. Any record that is synchronized with Outlook will also be available on any web enabled mobile device, such as Windows Phone, Blackberry, and iPhone.
Another great tip to know when evaluating the CRM Online trial is that you can connect to multiple CRM Online organizations from Outlook. Let’s say that you need to sign up for multiple trials simultaneously, with each one serving a specific purpose. You can then access each organization from Outlook without having to sign out and sign back in to navigate between the two. It works just like navigating between e-mail accounts in Outlook.
Another benefit of using CRM for Outlook is the often overlooked feature of automatic tracking of e-mail messages, contacts, and appointments.
If you experience any issues installing CRM for Outlook, you can refer to the CRM for Outlook Configuration Troubleshooting Wizard, located in the CRM Customer Center. To get there, click the blue question mark icon in the top right corner of the browser in CRM Online.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.