Microsoft Dynamics CRM 2016 - Installation & Deployment -

Microsoft Dynamics CRM 2016 – Installation & Deployment

Locus IT ServicesMicrosoft Dynamics CRM 2016 – Installation & Deployment

Lesson 7: Microsoft Dynamics CRM for Office Outlook

Microsoft Dynamics CRM for Office Outlook

Microsoft Dynamics CRM for Office Outlook provides a Windows-based user experience that is highly integrated with Microsoft Office Outlook.

Microsoft Dynamics CRM for Microsoft Office Outlook

Microsoft Dynamics CRM for Microsoft OfficeOutlook is a feature-rich client that is installed on the user’s computer. Microsoft Dynamics CRM for Microsoft OfficeOutlook is available in 32-bit and 64-bit versions. To install and run the 64-bit version of Microsoft Dynamics CRM for Microsoft OfficeOutlook, a 64-bit version of Microsoft Office Outlook is required.

Microsoft Dynamics CRM for Microsoft OfficeOutlook can, optionally, be installed with offline capability. This allows a user to work with Microsoft Dynamics CRM data when not connected to the corporate network. Offline capability can be added as follows:

  • During the installation of Microsoft Dynamics CRM for Microsoft OfficeOutlook.
  • After the installation is complete. In this case, a user can add offline capability by clicking Go Offline in Microsoft Office Outlook. This starts the installation of additional required components and stores a copy of the user’s Microsoft Dynamics CRM data locally.

Microsoft Dynamics CRM for Microsoft Office Outlook Without Offline Capability

Microsoft Dynamics CRM for Microsoft OfficeOutlook without offline capability supports the following user scenarios:

  • A computer operated by a single user.
  • A computer shared by several users (whereby each user has a separate logon account and is a valid Microsoft Dynamics CRM user)
  • Multiple concurrent users for centralized application servers such as Remote Desktop Services.
  • Many Microsoft Dynamics CRM for OfficeOutlook deployments are on computers that are never disconnected from the Microsoft Dynamics CRM server or in scenarios where offline use is not permitted (such as due to company policy).

In these scenarios, the ability to go offline and the components that support offline use are not required and should not be installed.

Microsoft Dynamics CRM for Microsoft OfficeOutlook with Offline Capability

Adding offline capability to Microsoft Dynamics CRM for Microsoft OfficeOutlook provides a user with Microsoft Dynamics CRM functionality while disconnected from the corporate network. When offline capability is added (either during the installation of Microsoft Dynamics CRM or later) the following components are installed to support offline functionality:

  • A local version of the Microsoft Dynamics CRM platform logic.
  • A local web server.

A supported version of Microsoft SQL Server Express

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