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Microsoft Dynamics CRM 2013 for Microsoft Office Outlook is not compatible with Dynamics CRM Server 2015.

64 bit zoho outlook plugin install#

To install and use Dynamics CRM 2015 for Outlook, your organization must be running Dynamics CRM Server 2015.

Watch a video on setup, configuration, and upgrading (5:19) More information: Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook Dynamics CRM 2015 for Outlook can also provide access to Customer Engagement data while you’re offline. You can continue to use the familiar Outlook interface and integrate Dynamics 365 for Customer Engagement at the same time by using Microsoft Dynamics CRM 2015 for Outlook. If you’re like many people, you use Office Outlook as your communications, scheduling, and contact management hub for business. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials. If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. In earlier versions of Windows, click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard.

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To run the Configuration Wizard, in the Windows 8 Start screen, search for Configuration Wizard and run it. If you want to add another organization, you can run the Configuration Wizard again after you have successfully configured the first organization.

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If you don’t install offline capability during installation, you can add it later by choosing Go Offline in Dynamics 365 for Outlook. To install Dynamics 365 for Outlook with offline capability, click Options, select the Offline Capability check box on the Customize Installation page, and then click Install Now. To install Dynamics 365 for Outlook without offline capability, click Install Now.

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On the License Agreement page, if you accept the license agreement, select I accept the license agreement, and then click Next. We recommend that you store the extracted files in a separate folder (choose the Make New Folder option in the dialog box to create a folder without exiting the wizard). In the Browse For Folder dialog box, select a folder to store the extracted Outlook files. You’ll paste this URL in the following Configure step.Ĭlick Run, when prompted, to download the software. Configure, click Copy to copy your organization’s URL to your computer’s Clipboard. In the Getting Started with Dynamics 365 for Outlook dialog box, under 2.

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The software will start downloading and you’ll see the following dialog box:

If you see one or more Security Warning dialog boxes, click Run in each. If you prefer, you can download the software from this web page.

On the Apps for Dynamics 365 apps page, click Download from Microsoft Download Center. In Customer Engagement, click the Settings icon, and then click Apps for Dynamics 365 apps. More information: Turn Cached Exchange mode on or off More information: Using Folder Redirectionįor synchronization to work correctly, we recommend that you turn on Cached Exchange Mode in Outlook. If your Customer Engagement data is stored with redirected offline files, users may be unable to use Dynamics 365 for Outlook. Group Policy Folder Redirection with offline files is not supported in Dynamics 365 for Outlook. For more information, see Customize Dynamics 365 apps. If your users will use Dynamics 365 for Outlook in offline mode, for best performance, enable only the minimum required record types (entities) and views for offline use. Make sure you have completed your desired Customer Engagement customizations. Permissions required for Dynamics 365 for Outlook tasksīefore you or your users install Dynamics 365 for Outlook, please note the following:

To install Dynamics 365 for Outlook, you must have the appropriate security permissions.

Before you install Dynamics 365 for Outlook, make sure you have all the latest Microsoft Office updates, including all security updates from Microsoft Update.

Microsoft Dynamics 365 for Outlook hardware requirements.

Microsoft Dynamics 365 for Outlook software requirements.

Administrators or individual users who have Local Administrator privileges and who possess a general familiarity with installing software can do these installations. In smaller companies, Dynamics 365 for Outlook is often installed manually, on a computer-by-computer basis. To install Dynamics 365 for Outlook, you must be able to sign in to your computer as a user with Local Administrator privileges.

Step 1: Review installation prerequisites Sign in as a Local Administrator To install and use Dynamics 365 for Outlook, your organization must be running Dynamics 365 Server.