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Outlook CRM Installation

Installation

This should be installed through the Application Catalog. 

 

Manual Instructions
The instructions below, are the manual instructions, possibly out dated. If you need to use them, please review with the Configuration Manager before attempting.

Pre-Requisites

  • 2 gigabytes of RAM.
  • Office 2010 or newer.

Installation

Please find the installer attached to this article it is called CRM2011-Client-ENU-i386.zip.

  1. Download the installer to either My Documents or your Desktop.
  2. Open the file from the saved location and extract the executable version of the file to this same location.
  3. If you are presented with User Access Control screen, you must enter an Administrator username and password.
  4.  It will come up and ask to be extracted.  Extract the file to your My Documents folder.(Some machines may require a restart in the middle of the install. If so, restart the machine and then the install will continue. )
  5.  After this has installed, go to Start>Programs>  Outlook CRM> Configuration.
  6. Then choose the Add button. The server is https://mscrm.indwes.edu/mscrm/main
  7.  After you enter this, hit the Test Connection button. When this passes, there will two boxes below that will now be active. In the first box choose MSCRM. The second box will then automatically populate. You can replace this with IWU Production CRM then hit finish.
  8. Now, launch Outlook and click on the IWU Production CRM link below all of the archive folders. This may take a moment to load, but when it does you will be prompted for credentials( IWUNET\username and password).
  9. If you run into any errors with this process please contact the Support Center at 2209.
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Last modified
10:03, 27 May 2015

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