In this post, we will take a look at the installation process for Dynamics CRM 2013 for Outlook. Note that I am using the beta version for CRM 2013, so some screens might still contain references to “CRM 2011” such as the progress screen for file extraction.
Step 1 – Extract Files
I have created a new folder on C drive called CRM for Outlook which will hold the extracted setup files for the Outlook client.
Step 2 – Accept License Agreement
You must accept the license agreement before you can proceed with the installation.
Step 3 – Select type of Installation
You can choose to install CRM 2013 for Outlook, or click on Options to setup offline capability or choose to install the application into a different directory to the one specified.
Step 4 – Installation Progress
Step 5 – CRM 2013 Installed
Step 6 – Configure CRM 2013 for Outlook
Like the Configuration Wizard for CRM 2011, all you need to do here is point the Outlook client to your CRM deployment, whether it is on-premise, partner-hosted, or online.
Now that you have installed and configured CRM 2013 for Outlook, you will notice that the user interface is almost exactly the same as previous versions of CRM. The only noticeable difference I could find was the use of different icons on the ribbon for the Deactivate, Delete, Share, Copy a Link, and Email a Link buttons.