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Setting up and configuring your Hosted CRM Add-In for Outlook 2007
1.
Download and launch the
Microsoft Dynamics CRM for Outlook Installer
. Then run the application.
2.
Select
Install Microsoft Dynamics CRM for Outlook (Recommended)
option and click
Next
.
3.
Click
Install
to download and install the required Microsoft Visual C++ Runtime components, select
Yes
at the prompt
4.
Once you have installed the required components, choose your installation location and click
Next
to install the
Microsoft Dynamics CRM for Outlook components
.
5.
Review the results of the verification tasks and click
Next
to install the Program features.
6.
Once Setup has completed, you can configure your
Microsoft Dynamics CRM 4.0 Add-In for Outlook
.
7.
To configure Microsoft Dynamics CRM 4.0 Add-In for Outlook, go to
Start
->
All Programs
->
Microsoft Dynamics CRM 4.0
and launch the
Configuration Wizard
.
8.
Choose
An online service provider
to connect to and clock
Next
.
9.
Enter the
Web Address
that is included in your Welcome Letter to connect to the CRM Server and click
Next
.
10.
Enter your Login Credentials that are included in your Welcome Letter to connect to the Microsoft Dynamics CRM Server and select
OK
.
11.
Review the results of the installation tasks and click
Next
.
12.
Once the configuration is complete, select
Finish
.
13.
You are now ready to start using Microsoft Dynamics CRM 4.0 for Outlook.
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