Microsoft Dynamics Crm For Outlook
Do one of the following: In Windows 8 or Windows 10, choose Start, search for Configuration Wizard, and then press Enter. In earlier versions of Windows, choose Start, point to All Programs, choose Microsoft Dynamics CRM 2015 or Microsoft Dynamics CRM 2016 Configuration Wizard. Running Microsoft Dynamics CRM 2011 for Outlook on Windows 8 or with Microsoft Office 2013 requires Microsoft Dynamics CRM 2011 Update Rollup 11 or a later update rollup. For more information, see Unable to configure the Microsoft Dynamics CRM 2011 Outlook client on a Windows 8 computer and Support with Microsoft Dynamics CRM 2011 and Microsoft. Empower your team to achieve more with Dynamics 365 and Outlook. Extend the power of productivity in Outlook with Microsoft Dynamics 365 App for Outlook so your team can experience Common Data Service app in context of customer communication in Outlook. Track your emails and appointments in Outlook to CDS and associate them to the right records. Locate and run the appropriate installation file by choosing one of the following methods: To install from the web (version 8.x), go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the installed Microsoft Office architecture. Mar 11, 2020 Running Microsoft Dynamics CRM 2011 for Outlook on Windows 8 or with Microsoft Office 2013 requires Microsoft Dynamics CRM 2011 Update Rollup 11 or a later update rollup. For more information, see Unable to configure the Microsoft Dynamics CRM 2011 Outlook client on a Windows 8 computer and Support with Microsoft Dynamics CRM 2011 and Microsoft.
-->The Microsoft Dynamics CRM client for Microsoft Office Outlook diagnostic tool collects crash or dump files for the CRMAppPool account that is configured on the Microsoft Dynamics CRM Internet Information Services (IIS) computer. This article describes the data that is collected by the Memory Dump diagnostic tool.
Applies to: Microsoft Dynamics CRM 2011
Original KB number: 2620926
The diagnostic tool that described in this article can be used on the following versions of Windows:
- Windows 7
- Windows 2008 R2
Information that is collected
The following data can be collected by the Memory Dump diagnostic tool of the Microsoft Support Diagnostic Tool.
Note
- All file names in the data collection are prefaced with the ComputerName on which the Microsoft Support Diagnostic Tool is run.
- The diagnostic tool uses the ProcDump tool to generate one or more .dmp files when the selected application either stops responding or ends unexpectedly. For more information about the ProcDump tool, see ProcDump v10.0.
Operating system information
| Description | File name |
|---|---|
| Operating system version information | ComputerName_DateRan*.htm |
Installed applications
| Description | File name |
|---|---|
| Lists the applications that are installed on the Microsoft Dynamics CRM Client for Outlook computer | ComputerName_DateRan.htm |
Internet Explorer and Microsoft Office version information
| Description | File name |
|---|---|
| Lists the versions of Internet Explorer and Office | ComputerName_DateRan.htm |
Microsoft Outlook add-in information
| Description | File name |
|---|---|
| Lists the add-ins that are installed for use with Microsoft Outlook | ComputerName_DateRan.htm |
Internet Explorer trusted sites and proxy settings
| Description | File name |
|---|---|
| The file lists registry keys and values that are stored under the HKCU:SoftwareMicrosoftWindowsCurrentVersionInternet SettingsZoneMapDomains registry hive. Additionally, this file also lists the registry keys and values under the HKCU:SoftwareMicrosoftWindowsCurrentVersionInternet Settings hive. | ComputerName_DateRan.htm |
Microsoft Dynamics CRM registry key values
| Description | File name |
|---|---|
| Lists registry keys and values that are stored that are under HKEY_LocalMachineSoftwareMicrosoftMSCRMClient registry hive. | ComputerName_DateRan.htm |
Microsoft Dynamics CRM registry user values
| Description | File name |
|---|---|
| Lists registry keys and values that are stored under HKEY_CurrentUserSoftwareMicrosoftMSCRMClient registry hive. | ComputerName_DateRan.htm |
Installed Microsoft Dynamics CRM hotfixes
| Description | File name |
|---|---|
| Lists all applied Microsoft Dynamics CRM hotfixes. | ComputerName_DateRan.htm |
Microsoft Dynamics CRM files
| Description | File name |
|---|---|
| Lists all files from the InstallPath registry key value, including dates and file versions. | ComputerName_DateRan.htm |
Microsoft Dynamics CRM files that are installed in the assembly cache
Microsoft Dynamics Crm For Outlook 365
| Description | File name |
|---|---|
| Lists all Microsoft Dynamics CRM files that are installed in the global assembly cache on the CRM server. | ComputerName_DateRan.htm |
TCP/IP configuration
| Description | File name |
|---|---|
| Lists TCP/IP registry keys and their values. | ComputerName_DateRan.htm |
Application logs
| Description | File name |
|---|---|
| Event log - Application - all Microsoft Dynamics CRM events in the last seven days Event log - Application - all ASP.NET events in the last seven days | ComputerName_DateRan.htm |
Installed .NET Framework information
| Description | File name |
|---|---|
| Lists all .NET Framework versions that are installed on the client computer. | ComputerName_DateRan.htm |
Group Policy information
| Description | File name |
|---|---|
| Lists information about the applied Group Policy settings by using the gpresult utility. | ComputerName_DateRan.htm |
Mail profile information
| Description | File name |
|---|---|
| Lists the keys and values under the HKCU: SoftwareMicrosoftWindows NTCurrentVersionWindows Messaging SubsystemProfiles registry hive. | ComputerName_DateRan.htm |
Note
The setup and client configuration log files from the %APPDATA%MicrosoftMSCRMLogs file directory are also collected by this diagnostic tool.
Unresponsive application data dump
The following files are generated and collected if you select the The application has become unresponsive option when you are prompted by the diagnostic tool.
Microsoft Dynamics Crm Careers
For this scenario, as many as three .dmp files are generated, 10 seconds apart, to capture memory details while the selected application is in an unresponsive state. Because these files are typically very large, the diagnostic tool may take several minutes to finish.
| Description | File name |
|---|---|
| A text file lists the .zip files generated by the diagnostic. The .zip file names and parent folder location are provided. | ComputerName_DumpFile_Information.txt |
| A .zip file that contains a compressed .dmp file. | ComputerName_w3wp.zip |
| A text file contains output information from the ProcDump tool. For example, the location and name of the uncompressed .dmp file are listed in the file. | ComputerName_w3wp.out |
Crash dump data
The following files are generated and collected when you select the The application is crashing or terminating unexpectedly option when you are prompted by the diagnostic tool. For crash scenarios, the diagnostic tool waits for any second chance exceptions to occur and then creates a .dmp file for that process.
| Description | File name |
|---|---|
| A text file contains the name of the .zip file that is generated by the diagnostic tool. The .zip file name and parent folder location are provided. | ComputerName_DumpFile_Information.txt |
| A .zip file contains a compressed .dmp file. | ComputerName_w3wp.zip |
| A text file contains output information from the ProcDump tool. For example, the location and name of the uncompressed .dmp file are listed in the file. | ComputerName_w3wp.out |
To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.
Microsoft Dynamics Crm For Outlook 365
For information about installing Dynamics 365 for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics 365 for Outlook using a Command Prompt.
For information about installing Dynamics 365 for Outlook using System Center Configuration Manager (SCCM), see the download Use SCCM to install Dynamics 365 for Outlook.
Important
- You can’t install Dynamics 365 for Outlook on a computer running Microsoft Exchange Server.
- Tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user.
Install Dynamics 365 for Outlook
You can add offline capability for the user either during this installation or at a later time.
Tip
If you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.
Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirements and Dynamics 365 for Outlook support matrixes.
Log on to the computer as a local administrator.
Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.
Locate and run the appropriate installation file by choosing one of the following methods:
To install from the web (version 8.x), go to Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook Client), and then download and run the executable file that matches the installed Microsoft Office architecture.
To install from the web (version 9.0), go to Dynamics 365 apps for Outlook, version 9.0 (Outlook client), and then download and run the executable file that matches the installed Microsoft Office architecture.
Note
If you have updated your Dynamics 365 apps organziation to version 9.0 and the Dynamics 365 for Outlook client does not connect then you may need to install TLS 1.2. For more information, Install TLS.
On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.
If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.
Note
Microsoft releases improvements to Dynamics 365 for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.
Click Install Now or Options.
To install Dynamics 365 for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Dynamics 365 for Customer Engagement without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics 365 for Outlook hardware requirements.
To install Dynamics 365 for Outlook without offline capability, click Install Now.
Important
If you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.
The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.
On the completion page of the Microsoft Dynamics 365 apps for Microsoft Office Outlook Setup wizard, click Close.
Configure Dynamics 365 for Outlook
After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.
Note
If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.
If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365 apps, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 apps tab in Outlook.
If you encounter an issue configuring Dynamics 365 for Outlook with your Customer Engagement organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. You’ll need to sign in to the diagnostics tool with your Customer Engagement credentials.
To add an organization, choose one of the following:
- To connect to a Dynamics 365 for Customer Engagement organization, choose Dynamics 365 apps from the drop-down list.
Click Connect.
If you are prompted for credentials, select from the following options.
- For a Dynamics 365 for Customer Engagement organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.
Click Close.
If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.
Enable multi-factor authentication through OAuth
In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365 apps). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 apps versions of Dynamics 365 for Customer Engagement can take advantage of MFA.. Customer Engagement automatically uses OAuth.
If you have upgraded your authentication server to use OAuth prior to installing Dynamics 365 for Outlook, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics 365 for Outlook.
If you upgrade your authentication server to use OAuth after rolling out Dynamics 365 for Outlook, you have two options to set Dynamics 365 for Outlook to use OAuth.
Reconfigure Dynamics 365 for Outlook on all computers. Run the Microsoft Dynamics 365 for Outlook Configuration Wizard and remove and re-add your organization.
-- OR --
Use Group Policy to update the following registration key:
HKEY_CURRENT_USERSoftwareMicrosoftMSCRMClient{orgid}.Set
AuthenticationProviderto 0After the registry change, Dynamics 365 for Outlook will automatically check for and use OAuth for MFA.
In addition
You might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransport
For information on enabling an endpoint, see Sign in to Microsoft 365, Azure, or Intune fails after you change the federation service endpoint.