Client Setup
Similar to previous versions of Microsoft Dynamics CRM, the Outlook client configuration is broken down into two separate processes:
After the client is installed, it must be configured for usage before it can be used.
Client Installation
To install Microsoft Dynamics CRM for Outlook, follow these steps:
1. Ensure that Outlook has been run at least once on the client computer. Running Outlook once creates an Outlook profile for the user, and Microsoft Dynamics CRM for Outlook uses that profile for installation.
2. Download to the client install file, and double-click it to start the installation. They can be found by searching Microsoft for CRM Outlook Client, or by clicking on the yellow ...
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