Sep 16, 2017 The Outlook integration is tight and it has all the features you expect in a CRM (Plus Project Management) for $28/mo per user. It certainly isn't D365, but I am pretty impressed with the features and customization capabilities. Empower your team to achieve more with Dynamics 365 and Outlook. Extend the power of productivity in Outlook with Microsoft Dynamics 365 App for Outlook so your team can experience Common Data Service app in context of customer communication in Outlook. Track your emails and appointments in Outlook to CDS and associate them to the right records. May 02, 2018 Microsoft Dynamics 365 for Outlook synchronizes email messages, contacts, tasks, and appointments between Outlook and Dynamics 365. While providing full CRM functionality and a few useful options, such as adding contacts and activities to CRM, it is not free of certain issues, any of which can have an adverse impact on the company’s business.
In this blog, Talina Galloway, SBS Group’s CRM team lead, outlines how to uninstall your old version of Microsoft Dynamics CRM for Microsoft Office Outlook, and install the latest 2015 version.
Step One: Uninstall the old Microsoft Dynamics CRM for Microsoft Office Outlook add-in
Applies to Microsoft Dynamics CRM 2011 for Microsoft Office Outlook and Microsoft Dynamics CRM 2013 for Microsoft Office Outlook
Go to the Control Panel and select Uninstall a program.
Windows 8
Open the Control Panel by swiping in from the right edge of the screen, tapping Search (or if you’re using a mouse, pointing to the upper-right corner of the screen, moving the mouse pointer down, and then clicking Search), entering Control Panel in the search box, and then tapping or clicking Control Panel.
Windows 7
Open the Control Panel by clicking the Start Button. Click Control Panel on the right-hand side of the window that appears.
From the list, select Microsoft Dynamics CRM 2011 for Microsoft Office outlook and/or Microsoft Dynamics CRM 2011 for Microsoft Office outlook and click Uninstall at the list.
Microsoft Dynamics Crm For Outlook 365
Wait until the uninstall has completed.
Step Two: Download the new Microsoft Dynamics CRM 2015 for Microsoft Outlook application
First, verify what version of Microsoft Outlook you have installed.
Outlook 2013
Click File in Outlook, then select Office Account, and finally click About Outlook under Product Information.
Outlook 2010
Select Help
Microsoft Crm For Outlook Plugin
Once you arrive at the appropriate page based on your version of Outlook, look for 64-bit or 32-bit included with the outlook version information near the top of the About Microsoft Outlook dialog (2013) or under About Microsoft Outlook (2010).
Examples
Once you have verified which version of Outlook you are using, go to the Microsoft Download Center and download the appropriate version of Microsoft Dynamics CRM 2015 for Microsoft Office Outlook installer.
Click the Download Button next to Select Language.
Once you have clicked download, the following 2 choices will be available. Click the Checkbox that matches the version of Outlook you are using and the Next Button in the lower right of the screen.
Microsoft Crm For Outlook Download
Important Note: The version of your operating system has no bearing on this selection. Even if your Windows is 64-bit, if your Outlook is only 32-bit, select the 32-bit version of the software to download.
Step Three: Install your Microsoft Dynamics CRM 2015 for Microsoft Office Outlook software
Go to the location you saved the download file. Double-click the file.
Follow the onscreen instructions.
Step Four: Configure your organization
Microsoft Crm For Outlook 2016
When asked to configure your organization, select CRM Online.
If you have an on-premises installation, enter the URL where you log into the Web client.
Enter your User Name and Password.
Wait until the installation finishes. Easy!