The Ultimate CRM for Outlook Guide – Set Up

In the previous two posts of the Ultimate CRM for Outlook Guide, we discussed what Microsoft Dynamics CRM 2013 for Outlook is and how to install it. In the third part of this guide, we discuss how to set up the add-in so that it connects to your Microsoft Dynamics CRM organization, allowing you to track emails and synchronize contacts, appointments, and emails between your Outlook client and your CRM database.

Configuring Microsoft Dynamics CRM 2013 for Outlook

1. Close Outlook.

2. Click on Start > All Programs > Microsoft Dynamics CRM 2013 > Configuration Wizard.

If you see the following error, make sure that your Outlook is closed, and then click Retry.

The Ultimate CRM for Outlook Guide – Set Up

3. The Manage Microsoft Dynamics CRM Organizations screen opens. Click Add.

The Ultimate CRM for Outlook Guide – Set Up

4. The Configure Organization window opens.

The Ultimate CRM for Outlook Guide – Set Up

5. Enter your CRM Server URL. Select CRM Online if you are a Microsoft Dynamics CRM Online subscriber. Otherwise, enter your Server URL, which should begin with “https://”. If you are an xRM Hosted Microsoft Dynamics CRM subscriber, your URL will look like “https://samplecompany.xrmlive.com”. Contact your CRM provider if you do not know the URL of your CRM organization.

6. Click Test Connection to make sure that you can connect to your CRM organization. Once the Configuration Wizard successfully connects to your CRM organization, it will ask you to enter your username and password. If you are a CRM Online subscriber, your username will look like “user@yourcompany.onmicrosoft.com”.

The Ultimate CRM for Outlook Guide – Set Up

7. Your user name will appear in the Authenticate as: field. You can change your username and password by clicking Change.

8. Enter a Display Name, such as “Your Company’s CRM.”

9. Click the check box next to Synchronize with this Organization. Checking this box will allow you to synchronize contacts, phone calls, appointments, and other activities between your CRM database and Outlook. While you can add multiple CRM organizations, you can only synchronize with one at a time using CRM for Outlook.

10. Click OK. Your CRM database will now synchronize with your Outlook.

Congratulations! You have now set up Microsoft Dynamics CRM 2013 for Outlook. In the next installment of the Ultimate CRM for Outlook series, we will discuss how synchronization works and how you can create and modify filters that specify which data are synchronized to your Outlook folders.

The “Ultimate CRM for Outlook Guide” series

Part I – Introduction to the Ultimate CRM for Outlook Guide

Part II – Installing the CRM for Outlook Add-in

Part III – Setting up the CRM for Outlook Add-in

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