Microsoft Dynamics crm planning Guide
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Microsoft Dynamics CRM for Outlook software requirementsMicrosoft Dynamics CRM for Outlook works the way that you do by providing a seamless combination of Microsoft Dynamics CRM features in the familiar Outlook environment. This section lists software and software requirements for Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM for Outlook with Offline Access. Important Unless specified otherwise, Microsoft Dynamics CRM for Outlook supports the latest version and service pack (SP) for all supported operating systems. One of the following operating systems is required:
Important
Microsoft Dynamics CRM for Outlook software component prerequisitesThe following components must be installed and running on the computer before you run the Microsoft Dynamics CRM for Outlook Setup program (SetupClient.exe):
Important Microsoft Office XP and Microsoft Outlook 2000 versions are not supported for installing and running Microsoft Dynamics CRM for Outlook. Before you run the Configuration Wizard to configure Microsoft Dynamics CRM for Outlook, a Microsoft Office Outlook profile must exist for the user. Therefore, Outlook must be run at least one time to create the user's Outlook profile. If the following components are missing, they will be installed by Microsoft Dynamics CRM for Outlook Setup:
Earlier versions of Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM Server compatibilityEarlier versions of the Microsoft Dynamics CRM client for Microsoft Office Outlook, such as Microsoft Dynamics CRM 3.0 client for Outlook or Microsoft CRM 1.2 client for Outlook, will not work with Microsoft Dynamics CRM 4.0 Server. After you upgrade Microsoft Dynamics CRM Server, you must upgrade all computers that are running an earlier version of the Microsoft Dynamics CRM client for Outlook. After the server is upgraded, users can access the application by using Internet Explorer until the computer is upgraded to Microsoft Dynamics CRM 4.0 for Outlook. Microsoft Dynamics CRM for Outlook and Windows Server Terminal Services or Citrix Presentation Server supportThis section describes terminal server and roaming user profile support for Microsoft Dynamics CRM for Outlook. Important Microsoft Dynamics CRM for Outlook with Offline Access is not supported for Terminal Services, Citrix Presentation Server. Microsoft Dynamics CRM for Outlook is supported for running on Windows Server 2003 or later versions of Terminal Services. When users run an application on Terminal Server, the application execution occurs on the server. Only keyboard, mouse, and display information is transmitted over the network. Users see only their own individual sessions, which are managed transparently by the server operating system and remain independent of any other client session. Microsoft Dynamics CRM for Outlook is certified as Citrix-Ready for use with the Citrix Presentation Server 4.5 (32-bit and 64-bit). For more information, see Citrix Ready Products (http://go.microsoft.com/fwlink/?linkid=114528). Additionally, Microsoft Dynamics CRM for Outlook supports roaming user profiles. Roaming user profiles let you store user profiles centrally on a server and load them when a user logs on. Therefore, users experience a consistent environment regardless of which computer they use.
By default, the Configuration Wizard starts automatically the first time the user runs Outlook after Microsoft Dynamics CRM for Outlook is installed. if you do not want the Configuration Wizard to run automatically for each user, you can set the following registry keys by using a group policy: HKCU\Software\Microsoft\Office\Outlook\Addins\crmaddin.Addin\LoadBehavior DWORD 2 HKCU\Software\Microsoft\Office\Excel\Addins\crmexceladdin.Addin\LoadBehavior DWORD 2 Microsoft Dynamics CRM Web client software requirementsThis section lists the operating system and software requirements for the Microsoft Dynamics CRM Web client. The following operating systems are supported for the Microsoft Dynamics CRM Web client:
In addition, the Microsoft Dynamics CRM Web client requires one of the following Internet Explorer Web browser versions:
To use Microsoft Dynamics CRM Office integration features, such as Export to Excel and Mail Merge, you must have one of the following installed on the computer that is running the Microsoft Dynamics CRM Web client:
Note Microsoft Windows 2000 editions are not supported for installing and running the Microsoft Dynamics CRM Web client. |