Microsoft Crm For Outlook

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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.

  • Nov 10, 2014 Running Microsoft Dynamics CRM on a computer that has less than the recommended requirements may result in inadequate performance. For information, see: Microsoft Dynamics CRM for Outlook hardware requirements; Microsoft Dynamics CRM 2015 for Outlook software requirements.
  • Microsoft Dynamics CRM for Outlook displays one of the following messages: “There’s an update available for Microsoft Dynamics CRM for Outlook.” 'Updates are available. Go to Windows Update to install the updates now.' There is an update available for Microsoft Dynamics CRM for Outlook.

Step Two: Download the new Microsoft Dynamics CRM 2015 for Microsoft Outlook application. First, verify what version of Microsoft Outlook you have installed. Click File in Outlook, then select Office Account, and finally click About Outlook under Product Information. Do one of the following: In Windows 8 or Windows 10, choose Start, search for Configuration Wizard, and then press Enter. In earlier versions of Windows, choose Start, point to All Programs, choose Microsoft Dynamics CRM 2015 or Microsoft Dynamics CRM 2016 Configuration Wizard.

Mar 11, 2020 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.

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

Crm

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.

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

  2. 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.

  3. 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.

  4. 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.

Free Crm For Outlook

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

Despite the proliferation of social media, email marketing remains one of the most powerful sales and marketing tools for B2B and B2C organizations.

Microsoft Outlook is an email category leader, with than 400 million people using Microsoft Outlook to communicate with customers and prospective buyers.

But don’t be fooled into thinking that an email client, like Outlook, is going to help you successfully manage your most important customer relationships. While Outlook is a formidable email client, it doesn’t possess the customer nurturing qualities and features of a leading CRM.

Fortunately, when you combine Microsoft Outlook with a CRM Add-in, like Nimble, you have the ability to keep all of your customer profiles, tasks, and calendars up to date and in sync with your email inbox — automatically.

In this post we’ll discuss five ways why pairing a leading CRM with Outlook will not only give your client relationship management a big boost, but also your productivity.

1. CRMs Deliver Sales Intelligence

There are several options in the marketplace today that provide sales intelligence, but many of them are expensive such as LinkedIn Sales Navigator that starts at $65 monthly and goes up from there.

The problem with a tool like LinkedIn Sales Navigator is it assumes your primary communications channel is LinkedIn, whereas most people communicate using email.

LinkedIn provides a limited capacity to migrate your leads without quickly hitting monthly leads and other feature caps. It also doesn’t integrate with your email inbox, which you could readily achieve by integrating a CRM Add-in with Outlook.

CRMs impart a better way for you and your entire team to manage and track your contacts so you can foster deeper relationships in a genuine, and more organic, way with people who matter the most to your business.

CRMs provide members of your team with critical sales intelligence — information such as job titles, phone numbers, company locations and social media platforms accessible — instantly!

When integrated with social media, a CRM helps you to discover a person’s interests, hobbies, or other personal details so you can quickly find common ground upon which to build a relationship. In addition, you can easily tag and add contacts for appropriate follow-up.

What’s more, some CRMs automate the data entry process and updates your contact records as you engage. They can automatically fill in contact records and help you better manage the most important contacts you need to stay connected with and nurture.

Nimble, a Microsoft Partner, has a plugin that works directly alongside Outlook and browsers and helps you find instant insights on people and companies by automatically building live profiles.

Whether you’re working in your inbox or browsing the web, Nimble delivers you enriched profiles with all the essential details you need to help determine if the lead is viable to pursue.

2. CRMs Help You Stay Organized

Chances are, your email account inbox is flooded with tons of emails right now. Aside from being overwhelming, a cluttered inbox can also result in valuable contacts and email addresses getting lost.

Adding a CRM into Outlook can help keep your inbox and data organized so you can stay on track of valuable leads and top priorities. It can also help streamline communication by syncing contacts and calendars and makes it easy to mark important emails for follow-up.

A CRM tool likeNimble allows you to set “Stay in Touch” reminders to ensure a contact relationship is nurtured. You can also use organizational features like tags, which can be used to efficiently segment contacts based on business criteria and follow up with highly targeted groups.

3. CRMs Transform Outlook into a Collaboration Tool

You aren’t the only one making valuable contacts every day—your team is, too. That’s why it’s important to use a CRM that allows you to share contacts and conversations amongst team members to strengthen your overall network reach.

CRMs help you work smarter by unifying your team’s important contacts, emails, and activities in one space that can easily be assigned to deals. Easy access to a single source of truth for your team’s communication history and sales information and social sales intelligence is critical for everyone to be on the same page.

When usingNimble, for example, you and your team will be able to access client records, communication history, and insights from your Outlook inbox anywhere. As a result, you can focus less on logistics and more on growing your network.

Microsoft Dynamics Crm For Outlook

4. CRMs Optimize Email Performance

Microsoft crm for outlook

CRM software makes sending out group emails a breeze and the best CRM tools on today’s market implement marketing automation technology.

An effective feature in the CRM softwareNimble is its saved email templates. Templates help to save you time while also keeping the formatting of your emails consistent.

Furthermore, CRM software allows you to send trackable emails to see who is and isn’t engaging with your emails. This gives insight into who’s “warm” to your email and when is the optimal time to engage.

Not only will you better understand what relationships are worth pursuing, but you will also have insights into your contacts behaviors. As a result, you can formulate a follow-up to further engage recipients and intelligently nurture a relationship.

5. CRMs Improve Sales Performance

A CRM that has built-in sales intelligence helps divulge contact behavior and interest. The right tools can help you catalog customer’s email and social histories, mark recurring clients and identify potential opportunities or sales leads.

By tracking engagements, CRM can also help to identify weak areas in the sales process that need addressing in order to improve sales. Knowing that contacts are consistently not answering your emails or follow-ups allows you to reflect and improve your emailing strategy and hopefully increase sales performance.

Microsoft Crm App For Outlook

Overall, what makes CRM software a powerful add-in to Outlook is its ability to supply you with valuable contact behavior and information to nurture relationships and increase business performance.

Microsoft Crm For Outlook 2016

Empowering Outlook with a CRM software that features traditional client-relations strategy, contact management, and marketing automation may just be the secret to making your next big deal.