Configuring Microsoft Dynamics CRM 2011 with Microsoft Office Outlook

Microsoft Dynamics CRM

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    Summary: Information article about how to configure Microsoft Dynamics CRM 2011 with Microsoft Outlook, once it has been installed, as well as Troubleshooting Tips.
    Article Type: Information / Support
    Related Product(s): This article relates to the following products:

    • Microsoft Dynamics CRM 2011
    • Microsoft Office Outlook
    Related Articles:

    How To Configure Microsoft Dynamics CRM 2011 with Microsoft Outlook

    This article provides you with 7 steps to follow to aid you in the configuring process of you Microsoft Dynamics CRM 2011 and your Microsoft Outlook systems. If you require help in the initial installation process, then please read our previous blog and follow the steps, then return here to complete the process.

    1)    Run Start → All Programs → Microsoft Dynamics CRM 2011 → Configuration Wizard

    Run the Microsoft Dynamics CRM 2011 Configuration Wizard

    Run the Microsoft Dynamics CRM 2011 Configuration Wizard

    2)    Enter the CRM server URL including port number.  If configuring IFD then use the external discovery server URL.  If configuring Online, select CRM Online from the drop down.

    3)    Click Test Connection, if prompted, enter the appropriate credentials.

    Enter the information for the Microsoft Dynamics CRM server

    Enter the information for the Microsoft Dynamics CRM server

    4)    Confirm that you are authenticated with the appropriate user.

    5)    Select the desired Organisation and set the display name.

    Define the Microsoft Dynamics CRM 2011 organisations that you want to sign in to from Outlook

    Define the organisations that you want to sign in to from Outlook

    6)    Check Synchronize with this Organisation if this Organisation will be used to synchronise with Outlook.

    7)    Click OK to complete the configuration.

    Define the Microsoft Dynamics CRM 2011 organisations you want to sign in to from Outlook

    Define the organisations you want to sign in to from Outlook

    Troubleshooting Tips

    Here is a list of potential solutions for configuring your Microsoft Dynamics CRM 2011 with Microsoft Office Outlook.

    • Check to see if you can access CRM in the browser.
    • Check to make sure the CRM URL is in the Local Intranet Zone.
    • Make the time and date on the client machine match the time on the server.
    • Make sure Windows Identity Foundation 3.5 is installed or enabled (Windows 8).
    • Make sure the user has entered the right credentials if prompted.
    • Clear any saved passwords that are stored on the local machine for CRM.
    • Make sure you have the latest version of CRM 2011 and have applied the appropriate update rollups.
    • Check for duplicates in the site map for CRM as per the diagram.
    Check for duplicates in the site map of Microsoft Dynamics CRM 2011

    Check for duplicates in the site map

    • Check to see if the user has appropriate permissions. – Read permissions for the User Entity UI Settings privilege must be set to at least User level.
    • Check logs for any errors:%USERPROFILE%Local SettingsApplication DataMicrosoftMSCRMLogsCrm50ClientConfig.txt 
    Related Information:

    in MicrosoftMicrosoft Dynamics CRMSupport
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