How to Install and Configure the CRM Outlook Client from a Command Prompt

In today's blog, we'll be showing you how to install and configure the CRM Outlook Client from a command prompt. To install the Microsoft Dynamics CRM for Outlook Client, you must first run the setup to install files on your computer and then configure the CRM for Outlook Client. Start by locating, or downloading, the appropriate installation files. You can download the Microsoft Dynamics CRM 2016 Outlook Client here. If you have the installation disk, you can find the installation files located in the "Client" folder.

It's common to install the client on a local machine by double-clicking the "SetupClient.exe" file, follow the Setup Wizard, and then configure the client using the Configuration Wizard. This is an attended installation, which means that it requires you to interactively provide information so the installation can run successfully. You can find out more information on this process in our blog "Installing Dynamics CRM 2015 for Outlook".

The installation and configuration of the Microsoft Dynamics CRM for Outlook Client can also be run from the command prompt. This provides the opportunity to complete an unattended installation when used in a script file.

Installation Command-line Parameters

The following command-line parameters are available at the command prompt for SetupClient.exe:

Setupclient.exe [/A] [/Q] [/X] [/L or /LV [drive:][[ path] logfilename.log]] [/targetdir "[drive:][ path]"] [/installofflinecapability] [/disableofflinecapability] [/ignoreofflinequeue]
				

Configuration Command-line Parameters

The following command-line parameters are available at the command prompt for Microsoft.Crm.Application.Outlook.ConfigWizard.exe:

Microsoft.Crm.Application.Outlook.ConfigWizard.exe [/Q] [/i [drive:][[path] XMLConfigurationFile.xml]] [/xa] [/L or /LV [drive:][[ path] logfilename.log]] 
				

XML Configuration File Elements

The following XML elements are available for creating the XML Configuration File:

Automate the Installation and Configuration Process

1. Create a script using Notepad. The text file will look similar to this:

Setupclient /Q /l c:tempclientinstalllog.txt /installofflinecapability /targetdir "c:Program FilesMicrosoft Dynamics CRM Client"Microsoft.Crm.Application.Outlook.ConfigWizard.exe /Q /i c:tempconfig_client.xml /xa /l c:clientinstall.log

2. Navigate to File > Save As. Change the file type to "All Files" and then name the file “logon.bat”.

3. Create a new document using WordPad. The file will look similar to this:

<Deployments>

<Deployment>

<DiscoveryUrl>http://crmserver</DiscoveryUrl>

<Organizations>

<OrganizationIsPrimary='true'>Constoso</Organization>

<Organization>AdventureWorksCycle</Organization>

</Organizations>

<CEIPNotification>false</CEIPNotification>

</Deployment>

</Deployments>

4. Navigate to File > Save As. Change the file type to "All Files" and then name the file “config_client.xml”.

5. Copy the two new files along with the CRM setup files to your domain controller's SYSVOL folder. You can access this on the server by going to %SYSVOL%.

6. Now you will setup the logon script. On the domain controller, open group policy editor, right click on your Default Domain Policy (or create a new one), and click Edit.

Next, navigate to UserConfigurationWindows SettingsScripts (Logon/Logoff). Finally, double click Logon. Click Browse and double click on your logon.bat

That’s all for the blog today! Check out our blog to learn how to configure the Outlook client via a second federation for even more options. You can also read a deeper dive into this topic on Microsoft’s TechNet resource here.

Happy CRM’ing!

 

 

How to: Install Dynamics CRM 2015 for Outlook

The Microsoft Dynamics CRM for Outlook add-in is a powerful way to use Dynamics CRM functionality within Outlook. You will have access to the same data through Outlook as the Dynamics CRM Web client. Follow the installation and configuration instructions below to be able to track emails, access existing and enter new information, synchronize calendar events, contacts and activities, all within Outlook.

1. The first step is to install Dynamics CRM 2015 client for Outlook on your local machine. Click here to download the client from Microsoft Download Center. When you click “Download” a screen will let you choose which file you wish to download.

How to: Install Dynamics CRM 2015 for Outlook

2. Depending on your computer’s hardware and software system, you may need amd64 (64 bit) or i384 (32 bit) file. If you are unsure which file to download, open your Outlook and click on File.

How to: Install Dynamics CRM 2015 for Outlook

3. Then click on Office Account and then on About Outlook.

How to: Install Dynamics CRM 2015 for Outlook

4. Look for either 32 bit or 64 bit indication on the window.

How to: Install Dynamics CRM 2015 for Outlook

 

5. After the download is completed, run the file and follow the prompts to install and set up the Outlook client. If you had a previous version of the add-in installed on your computer you will be asked to upgrade. Click “Upgrade Now” and continue with the process.

Note: Prior to initiating the installation, close any Excel or Word documents to prevent loss of data during the installation process.

6. Find and open a small piece of software called Configuration Wizard that came with Outlook to configure which Dynamics CRM organization to sync to. Click “Add” to create a new connection.

How to: Install Dynamics CRM 2015 for Outlook

7. For Dynamics CRM 2015 Online select “CRM Online” in the dropdown menu. For Dynamics CRM 2015 On-Premise, type in the URL in the field.

How to: Install Dynamics CRM 2015 for Outlook

8. Click “Connect” and enter your credentials.

Note: If you own contact records in Dynamics CRM, the add-in will sync those CRM contacts into your Outlook contacts, which could create the potential for duplicate Outlook contacts. If you wish to stop automatic CRM to Outlook Syncing for Contacts altogether see our blog post here.

9. Those intending to use offline client, should ensure that synchronization is enabled only for the required entities and views as synchronization and storage of the entire database on the local machine can affect performance. To configure which entities will be synced, navigate to File >> CRM >> Go Offline >> Manage Offline Filters in Outlook.

How to: Install Dynamics CRM 2015 for Outlook

10. Additional synchronization options are under Outlook and Synchronization tabs in System Settings. To get there click on Settings module then Administration.

Note: After installing and configuring CRM for Outlook on all computers in the organization, feel free to Set whether users see CRM for Outlook message to No under Outlook tab in System Settings.

CRM 2015 for Outlook

We hope you enjoyed our blog! If you haven’t updated to CRM 2015 yet, check out our blog on how to install Dynamics CRM 2011 for Outlook. Or head over to to our main CRM 2015 page for all the latest information and education!

Happy CRM’ing!