CRM Outlook Integration
This document guides you in a step-by-step process
of integrating CRM in outlook
Microsoft Dynamics CRM 2011 for Outlook software
requirements :
This section lists software
requirements for Microsoft Dynamics CRM for Outlook
14. Open the outlook and find Aditi tab
The operating systems required for
installation.
*Windows
8
Windows
7 (both 64-bit and 32-bit versions)
Windows
Vista SP2 (both 64-bit and 32-bit versions)
Windows
XP Professional SP3
Windows
XP Tablet SP3
Windows
XP Professional x64 Edition
Windows
Server 2008 or Windows Server 2003 when running with Remote Desktop Services
(formerly Terminal Services)
*Requires Microsoft Dynamics CRM 2011
Update Rollup 10 or later update rollup.
Microsoft
Office. One of the
following:
*Microsoft Office 2013
Microsoft Office 2010
2007
Microsoft Office system SP2
Microsoft Office 2003
SP3
*Requires Microsoft Dynamics CRM 2011
Update Rollup 10 or later update rollup.
This section
applies to Microsoft Dynamics CRM Online 2011. The following table lists the
minimum and recommended hardware requirements for Microsoft Dynamics CRM 2011
for Outlook.
Component
|
*Minimum
|
*Recommended
|
Processor
|
Intel
Core 2 Duo 1.2 Ghz or comparable
|
Core 2
Duo 1.8Ghz or higher
Running a supported 64-bit operating system.
|
Memory
|
2-GB
RAM
|
4-GB
RAM or more
|
Hard
disk
|
1.5 GB
of available hard disk space
|
2 GB
of available hard disk space
7200
RPM or more
|
Display
|
Super
VGA with a resolution of 1024 x 768
|
Super
VGA with a resolution higher than 1024 x
768
|
*
Actual requirements and product functionality may vary based on your system
configuration and operating system.
Network requirements :
Microsoft Dynamics CRM is designed to work best over networks that
have the following elements:
Bandwidth greater than 50
kbps
Latency under 150
ms
Pre-Requisites:
1.
Download and install CRM outlook plugin from CRM to
machine
2. Close your Outlook and follow the
below steps
Steps:
1. Click the start button
on the task bar
2. Click All
Programs
3. Expand the Microsoft
Dynamics CRM 2011
4. Click Configuration
Wizard
5.
In the integration wizard, click
Add button
7. Click Test Connection
button
8. Provide the user name
and password which you are using to login Aditi CRM
9. Click Remember my
password and connect me automatically check box, so that it won’t prompt you to
enter credentials when you open the outlook client
10. Select the organization
Aditi
11. Click OK
12. Organization has been
added
13. Click Close
14. Open the outlook and find Aditi tab
1.
In the Navigation Pane, click
Aditi. Then, under Sales, click Any Entity.
2.
In the right pane, it displays
corresponding entities default view
3. Scrolling through records in grid allows
”inbox style” navigation through CRM data
