Thursday, March 4, 2010

Microsoft CRM Outlook Client

Just a tip for the user installing Microsoft CRM Outlook Client for Outlook 2003. Ensure that you install the Update Rollup 7 for the Outlook client, else couple of menu items (Change Organization, Options) will not be available from the CRM menu installed.

Also, use the CRM->Options->Synchronization tab to change the duration of synchronization between MS Outlook and the web client (which is 15 minutes by default).

Get the Update Rollup 7 for Outlook Client at:

http://www.microsoft.com/downloads/details.aspx?FamilyID=A4893988-7804-4E23-AB58-740441CC696E&displaylang=ja&displaylang=en

Read more about synchronization of records and activities between MS CRM and Outlook at:

http://rc.crm.dynamics.com/rc/regcont/en_us/OP/help/ug_ol_RecordsActivities.htm

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