How to download and install Microsoft Dynamics 365 for Outlook

  • Synopsis

    This guide will explain how to download and install Microsoft Dynamics CRM for Outlook
  • Applicable to

    All Microsoft Dynamics CRM users
  • Prerequisite

     

    • You must have a Microsoft Dynamics CRM account
    • Windows 7 or higher
    • Outlook 2010 or higher
    • Microsoft Dynamics for Outlook does not support Outlook for Mac

  • How to

     

    1. Create a new folder on your desktop, or wherever you prefer, and call it something like “CRM”.

     

    2. Login to your Dynamics 365 portal.

     

    3. In the right upper corner of your Dynamics 365 portal click on the gear icon and select Apps for Dynamics 365.

     

    D365_DL_Install_1

     

    4. Select Download Dynamics 365 for Outlook.

     

    D365_DL_Install_2

     

    5. In the next window, make a note of your Dynamics 365 URL. If the download does not start automatically, click on Click this link if it’s not.

     

    D365_DL_Install_3

     

    6. If using IE (Internet Explorer), you will be prompted to run or to save this download file. Select save as and navigate to the folder you created in step 1.

     

    7. Double click on the exe file CRM2016-ClientOnlineInstaller-ENU.exe

     

    8. You will be asked where to put the extracted files. Navigate to the same folder where you put your .exe file in step 6.

     

    9.Close Outlook and open the folder you created in step 1.

     

    10. Double click on CrmClientSetup.exe to run the installation. You may be prompted to authorize the installation. If so, click Yes.

     

    11. Accept the License Agreement and click Next.

     

    D365_DL_Install_4

     

    12. Click on Install Now. When the installation has completed, click Close.

     

    D365_DL_Install_5

    D365_DL_Install_6

     

    13. Start Outlook, and sign in to your Dynamics 365 account with your email address and password.

     

    D365_DL_Install_7

     

    14. Select Dynamics 365 Online and click Connect. If you do not see CRM Online, please manually enter the CRM URL that you noted earlier in step 5.

     

    D365_DL_Install_8

     

    15. It is possible that you will be prompted again for your username and password. Select the organization you want to connect to (from the Select organization drop down list) and click Select.

     

    D365_DL_Install_9

     

    16. Once your organization is loaded you are good to go.

     

    If you have any question, please browse our other FAQs, or contact us directly.

     

  • Keywords

    Microsoft Dynamics CRM, download, install, Dynamics 365, Outlook, Outlook plugin
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