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!

 

 

Easily Clear Database Cache Files in the Microsoft CRM Outlook Client

When troubleshooting the Microsoft CRM Outlook client, one solution that often solves many problems is clearing out the SQL cache files. This resolves some of the issues that arise when upgrading from the 2013 to the 2015 Outlook client as well as other miscellaneous concerns. If your CRM files become corrupted, or were carried over from a previous version of the Outlook client, occasionally there are tracking issues or other random errors. You can move, re-name, or delete these files and the MS Outlook client will re-build them the next time you open Outlook.

To do this, follow these simple steps below:

  1. First, close out of Outlook.
  2. Then, move or re-name any files in the two folders below that have the .sdf extension.

C:usersusernameappdatalocalmicrosoftmscrmclient

C:usersusernameappdataroamingmicrosoftmscrmclient

The appdata folders are hidden by default, so if you don’t see them at first you may need to change your view settings. One way you can do this is by following the steps here.

Now, the next time the Microsoft CRM Outlook client loads, it will re-build the files, and you will see the following message displayed on your screen:

dfdf

Performing the steps above is only one of many possible troubleshooting steps for the CRM Outlook client. If you need further assistance with troubleshooting the Outlook client, you can always reach out to one of our experienced support engineers!

Thanks for stopping by our blog today! And as always, happy CRM’ing!

What You Need to Know About the Dynamics 365 Outlook Web App

Microsoft announced that they will be planning on deprecating the Microsoft Dynamics CRM Outlook Client in the Dynamics 365 July 2017 Update and will be focusing on the Dynamics 365 App for Outlook.

To put your mind at ease, depreciation of the Outlook Client doesn't mean that they will shut it off the day you upgrade. This means that the Microsoft Product team will not be dedicating many resources into updates/fixes and these will eventually go away completely. While some users might be saddened by this move, many IT departments will be jumping for joy. No more going to end users' machines to install, uninstall, configure or troubleshoot! Once the Dynamics 365 App for Outlook has been deployed, it will be available to users across multiple platforms as long as they have the minimum requirements in place.

Before you move to the Dynamics 365 App for Outlook, there are some prerequisites and requirements that must first be met. To help you prepare, we'll discuss these requirements.

CRM Requirements:
Exchange Server Requirements:
Client Requirements:

You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:

The following configuration is supported:

Supported operating systems for Outlook on the desktop:

You can use Dynamics 365 App for Outlook on these versions of Outlook for the desktop:

*Exchange Server version 15.0.847.32 or greater is required

Mobile Device Requirements:

You can use Dynamics 365 App for Outlook with Outlook on the web in the mobile browser on any of the following phones and operating systems:

Here are some additional resources for the Dynamics 365 App for Outlook:

If you meet these requirements you should be ready to make the move! For more helpful Dynamics 365 tips you can check out our blog page here.

Happy Dynamics 365'ing!

Tips and Tricks for Using the Outlook Client and Dynamics CRM

Are you a Dynamics CRM user who prefers utilizing the Outlook client over the web client? If so, today's blog is for you! Read on for some handy tips and tricks for making your work more efficient when using the Outlook client and Dynamics CRM!

Recently Visited

Access recently visited records within the Outlook client by following these steps.

1. Right click on the record type with the record you want to view.

2. Click on Recently Visited.

3. You can now view your recently viewed records.

Outlook Client

Pin Multiple Views

This functionality increases work efficiency as you can search and work with multiple records at once. You can only pin one view on the web client, but following the steps below, you can pin more than one view with the Outlook client.

1. Click on the arrow next to the folder icon to expand the views available for the entity.

2. Select the view you want.

Outlook Client

3. Click on the pin icon that points to the side to pin the view. You can now pin multiple views and the pin icon will point down for all views pinned.

Outlook Client

Move Sections, Areas, Sub-Areas and Entities

Unlike the web client, you can actually move around Areas and Sub-areas within your Outlook client.

Move Areas: move an Area (Sales/Marketing/Service/Settings/Help) up or down based on your most used navigation section.

For example, if your team only works with the Sales area, you can move the Sales area to the top so that it's the first area displayed upon logging in. Here is how you can do this:

1. Right click on Sales.

2. Select Move Up.

Move Sub-areas: from within an Area, you can also move sub-areas. For example, if your team only works with Customers, you can move that section up.

1. Right click on Customers.

2. Select Move Up.

Move Entities: if you only work with certain entities within a sub-area, you can move those around. For example, if you work mainly with Accounts more frequently than Contacts, you can move that section up.

1. Right click on Accounts.

2. Select Move Up.

Using these tips and tricks will increase efficiency in your day-to-day tasks. Check out this blog to learn more about best practices for working with the Outlook client. Want to learn even more? Check out our Webinar, CRM On-the-Go with Outlook!

Happy CRM'ing!