Outlook and Email Router Configurations

Outlook CRM Installation and Configuration in MS CRM 2011

Installation files can be found in this location, here.

In addition, latest rollups will need to be applied after installation to ensure all hotfixes and performance enhancements are in place.

For an on-premise installation there are two steps to complete the Outlook for CRM besides setting it up on the Outlook itself:

1. Setup to install the files on the computer.

2. Next, you run the Microsoft Dynamics CRM Configuration Wizard to configure the application and complete the installation.

Installing MS Dynamics CRM for outlook using command prompt is explained here in this msdn library location that details silent commands & scripts to help roll it out to all users.

Outlook Client Configured =dword:00000001 gets created/set for users whose outlook is configured under [HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient] and not for those who are not configured, and this information can be utilized for configuring outlook using Microsoft System Center Configuration Manager or other similar products that enable administrators to effectively control deployment and security.  

The next question to ask is if your customer will need their CRM contacts to not synchronize with their outlook contacts, because by default CRM synchronizes My Contacts to Outlook. Now users can create additional filters to expand the range of contacts that they synchronize, and it is possible to do this for all users. The quickest way to accomplish this is by creating a System Filter. However, if the answer does not care that their CRM contacts synchronize with their Outlook then no further changes are necessary after initial setup.

There is ready-to-use toolkit that is a collection of custom workflow activities to help manage views, filters, filter templates and local data groups in CRM 2011. The toolset contains the following custom workflow activities and should be imported as a solution within MS CRM application:

·  DeleteSystemView: Delete a System View

·  DeploySystemView: Deploy a System View

·  DeployUserView: Deploy a Personal View

·  InstantiateFilter: Instantiate Outlook and Offline filters for a user

·  ResetUserFilters: Reset all Outlook filters for a particular user (online filters, offline filters or both)

·  RetrieveView: Extract information about a System or Personal View

·  SetFilterTemplateDefault: Set/Reset the IsDefault attribute for a Filter Template

Additional information about each tool can be found in this blog (xrm2011.wordpress.com) as well as in the Documentation pages.

You can follow the deployment instructions in his blog for planning deployment for all users.

Email Router Installation and Configuration in MS CRM 2011

Please find Microsoft documents for this configuration located here and that includes troubleshooting tips.

These documents list steps to configure MS CRM 2011 or MS CRM 4.0 e-mail in different deployment scenarios. The scenarios included in these documents focus on the following:

• The Microsoft Dynamics CRM E-mail Router

• The forward mailbox

• The Microsoft Dynamics CRM Outlook client.

You can install the E-mail Router and Rule Deployment Wizard on any computer that is running one of the following operating systems, and that has network access to both Microsoft Dynamics CRM and the e-mail server:

· Windows 7 32-bit and 64-bit editions

· Windows Server 2008 (x64 versions) or Windows Server 2008 R2

Screenshots of the router configuration can be found in many blogs. Here's a link on how to configure the MS Dynamics CRM 2011 E-mail Router and here's a link on how to configure users to use the e-mail router and the various tracking options. Screenshots on installation including configuration within CRM user settings and email router can be found here.