Installing the Outlook Plug-in for Exchange Integration

The System Administrator can roll out the Outlook plug-in for Exchange Integration by Active Directory Group Policy. This installs the plug-in on your machine automatically in "silent" mode - so you may already have the plug-in.

If not, there is a "manual" install option, as long as the following prerequisites are met:

Users must be administrators of their own machines to carry out this installation.

You're running Outlook 2007 or 2010.

The System Administrator has given you rights to see the plug-in button.

To manually install the Outlook plug-in for Exchange Integration:

Click Install CRM Outlook Exchange Integration from My CRM | Preferences. A security prompt is displayed.

Click Install to continue. The install checks for .NET Framework 4.0. If this is not on your machine, follow the install steps for this first.

Click Continue once the .NET install is complete. File download and security warning dialogs are displayed.

Click Run. The CRM Client Install Shield Wizard is displayed.

Before continuing, make sure Internet Explorer and Outlook are both closed.

Click Install, and follow the steps on-screen. During the install, you're prompted to confirm connection settings (see table below).

Once the install is finished, click Finish.

Open Outlook. A number of new options are available - please see Working with the Outlook Integration Plug-in.

The following table explains the Connection Settings:

Field	Description
Server Name	The CRM server name. Should be auto-filled from the CRM server.
Install Name	CRM Install name. Should be auto-filled from the CRM server.
Port Number	Defaults to 80. Can be changed if required. For example, if HTTPS is used, an alternative port may be needed.
Use Secure Connection HTTPS	Select to use an HTTPS connection.
User Name	Should be auto-filled from the CRM server.
Domain	The Exchange Server domain name.

Field

Description

Server Name

The CRM server name. Should be auto-filled from the CRM server.

Install Name

CRM Install name. Should be auto-filled from the CRM server.

Port Number

Defaults to 80. Can be changed if required. For example, if HTTPS is used, an alternative port may be needed.

Use Secure Connection HTTPS

Select to use an HTTPS connection.

User Name

Should be auto-filled from the CRM server.

Domain

The Exchange Server domain name.

Uninstalling the Outlook Plug-in

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