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Muchmore
Business Intelligence, your partner for Microsoft CRM Setting up the Outlook Connector is not difficult. Here is
how to install and configure the Outlook Connector for Microsoft Dynamics CRM in
simple steps. The process has 3 major steps with several minor steps each: 1.
Install
the Outlook Connector a.
Download the file b.
Run the installation 2.
Configure
the Outlook Connector a.
Open the configuration file b.
Enter your windows live ID 3.
Configure
your user settings a.
In the e-mail tab, click the top 2 radio buttons and select your
desired inbound e-mail tracking level Here are the steps in detail with screen shots. Install the Microsoft CRM Outlook Connector on your computer: Download the Outlook Connector
from the Microsoft Download Center at this link: http://www.microsoft.com/download/en/details.aspx?id=27821 You will see two file download options. You will only need
one of the two depending on your computer’s processor. ·
·
If you have a 64 bit processor, download the top file:
CRM2011-Client-ENU-amd64.exe ·
·
If you have a 32 bit processor, download the bottom file:
CRM2011-Client-ENU-i386.exe If you don’t know what your computer process speed is, click
here and follow the instructions to
find out. · You’ll need to be running Outlook 2010 or 2007 (2003 also works, but not as well) and need to have Internet Explorer 7, 8 or 9 installed on the computer. Once the file is downloaded, a box will indicate that the
download is complete and ask you what you want to do next. Run the installation file and click
“OK” through the prompts to install it on your computer. Configure the Outlook Connector Once the file is downloaded the file you will need to configure
it to talk to CRM. To configure: Click Start > All Programs > Microsoft Dynamics CRM
> Configuration Wizard (If you reopen Outlook before running this configuration shown
above, you could also click the “Configure” button that appears Outlook) Outlook must be closed during the configuration, so close it if
it is open. It will not cause a problem if it is open when you start the
process, but the configuration will not execute until you close Outlook. The configuration wizard is now open and active. ·
If asked, choose to install CRM with Offline capabilities. ·
When asked where your CRM is hosted, choose the appropriate
location. If you have subscribed to CRM Online through Microsoft, choose
“CRM Online”, otherwise enter the appropriate location and the web address
of your CRM installation. ·
·
Enter your CRM username ·
·
Enter your CRM password Complete the prompts. The next time you reopen Outlook, it will connect to Microsoft
CRM Online. There will be approximately 1-2 minutes of lag until you see
your CRM icons appear at the top of your Outlook list and the CRM folders appear
under the mail folders in Outlook. You are now able to access CRM through
Outlook.. Configure your Connector User Settings One of the major benefits of the Outlook Connector is that your
received e-mail can be automatically tracked to the appropriate CRM lead or
contact and you can send e-mail from CRM. Both of these features are
disabled by default, but can be setup with only a few clicks. Open your CRM Options Box ·
In Outlook 2007, this is located at the top of Outlook. Click the word CRM (not the CRM icon) ·
Click “Options” ·
When the "Set Personal Options" dialogue box (shown
below) opens, click the E-mail tab ·
Place check marks next to the first two options o
The top allows you to send e-mail out of CRM using Outlook o
The second allow Outlook to track incoming e-mail to CRM ·
In the “Track” section, you can choose how incoming e-mails
are tracked. By default, this is “E-mail messages in response to CRM”.
o
Choose the tracking level that meets your organization's needs,
such as "E-mail messages in response to CRM e-mail" or “E-mail
messages from CRM Leads, Contacts and Accounts”. o
The second option will automate the tracking of more e-mail, but
make unintentionally track e-mail not intended for CRM. ·
Click “OK” to save your changes.
When an e-mail is tracked in CRM, you will notice that the icon
in outlook is changed from the typical mail icon to an icon of two people.
Congratulations! You have now completed the installation of the Microsoft Dynamics CRM 2011 for Outlook Connector. Do you have a Microsoft CRM Partner? Muchmore Business Intelligence is an authorized Microsoft CRM partner and would be happy to be your partner of record. Muchmore Business Intelligence partner designees receive discounted rates on Microsoft CRM services from Muchmore Business Intelligence. It does not cost you anything to designate us as your partner and you can change your partner designation in the future if you wish. Click here to learn how to designate Muchmore Business Intelligence as your CRM partner. Click Here to return to CRM Tips and Tricks page Click Here to learn more about Microsoft Dynamics Customer Relationship Management (CRM) as well as MBI's CRM services Or
contact Muchmore Business Intelligence (MBI) for more
information about the Microsoft Products and Services that we provide:
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