Update Microsoft Dynamics CRM for Outlook on your computer
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: E-mail Permissions
This procedure is not available in the Microsoft Dynamics CRM Web application. It applies only to Microsoft Dynamics
CRM for Outlook.
1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
2. On the Microsoft Dynamics CRM menu bar, click Check for Updates.
3. If there are updates, in the Available Updates for Microsoft Dynamics CRM Office Client dialog box, click Update Now.
Important
If you prefer to install updates later, click Cancel. Skipping mandatory updates may cause Microsoft Dynamics CRM for
Outlook to be disabled. If this occurs, install the updates to restore functionality.
Connect to Another Organization in Microsoft Dynamics CRM for Outlook
When you are in Outlook, if you belong to more than one organization, you can change the Microsoft Dynamics CRM organization while online. This feature is not available when you are offline.
Change the organization you are logged in to
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
This feature is available only if you are a member of more than one organization. If you need to be added to additional organizations, contact your system administrator.
1. In Microsoft Dynamics CRM for Outlook, on the Microsoft Dynamics CRM menu bar, click Change
Organization.
2. In the Microsoft Dynamics CRM Office Configuration Wizard, click Change your configuration, and then click Next.
3. Complete the wizard.
Sending and Receiving E-mail in Microsoft Dynamics CRM for Outlook
When you are working in Microsoft Dynamics CRM for Microsoft Office Outlook, you can use all the familiar Outlook buttons and toolbars with the Microsoft Dynamics CRM toolbar and menu to manage e-mail messages and most other activities. At any time, you can track an Outlook e-mail message in Microsoft Dynamics CRM. Tracked messages still appear in the Outlook mail folders. There is a personal option setting to change the icon with a Microsoft Dynamics
CRM Tracked in CRM icon . A copy of the e-mail message is saved as an activity and is available in the Microsoft
Dynamics CRM Activities area. You can link the activity to a record in Microsoft Dynamics CRM. You can also set your personal options so that all incoming e-mail is tracked in Microsoft Dynamics CRM.
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More information: Set Personal Options
Important
Because Microsoft Dynamics CRM shares data between users, many of the default privacy assumptions of a full e-mail system do not apply. This means that an e-mail activity that is associated with a Microsoft Dynamics CRM record as a regarding record (for example, a case, account, or contact) has the same visibility as any other activity associated with that record, and any user who has access to the record and its associated activities also has access to the e-mail message.
Managing Incoming E-mail
When you use Microsoft Dynamics CRM for Outlook, all the e-mail you receive arrives in your Outlook Inbox, and only e-mail that originated as a Microsoft Dynamics CRM e-mail activity (that is, a response to e-mail you send from
Microsoft Dynamics CRM), or that is marked as tracked in Microsoft Dynamics CRM, arrives in the Microsoft Dynamics
CRM Activities and My Work: Queues area. If you prefer, you can:
Track all incoming e-mail as Microsoft Dynamics CRM e-mail activities.
Track only e-mail that originated in Microsoft Dynamics CRM (that is, e-mail sent in response to a
Microsoft Dynamics CRM e-mail activity) into Microsoft Dynamics CRM e-mail activities.
Track only e-mail related to your accounts, contacts, or leads.
If you choose not to track all incoming e-mail, you can manually track selected messages in Outlook as e-mail activities in Microsoft Dynamics CRM.
However, if you track all your e-mail messages as Microsoft Dynamics CRM e-mail activities, they can be accessed by anyone who has permission to view or work with your activities. Also, when you track an e-mail message with attachments to a Microsoft Dynamics CRM activity, the attachments are included in the activity. If you do not want these attachments to be available to other users, delete them from the e-mail activity.
More information: Save Outlook Contacts, Tasks, and E-mail Messages as Microsoft Dynamics CRM Records
Sending and Replying to E-Mail Messages
You can link Microsoft Dynamics CRM e-mail activities to active contacts, accounts, leads, facilities, equipment, queues, or users in Microsoft Dynamics CRM. You can select active Microsoft Dynamics CRM records with e-mail addresses from the Microsoft Dynamics CRM address book, which is installed automatically when you install Microsoft Dynamics CRM for Outlook. E-mail activities can also be tracked in Microsoft Dynamics CRM without being related to another record.
Microsoft Dynamics CRM
When you send, reply, or forward an e-mail that is tracked as a e-mail activity, a closed activity is created for each account and contact referenced and displayed in the History area. Closed e-mail activities cannot be updated except to link them to a related Microsoft Dynamics CRM record. If a related record has not already been selected, you have the option of select one.
More information: Managing E-mail Activities
Working with Microsoft Dynamics CRM for Outlook with Offline Access
Offline and Synchronizing with Microsoft Dynamics CRM
If you install Microsoft Dynamics CRM for Outlook with Offline Access, you have the option of working offline from the
Microsoft Dynamics CRM server. You can create Microsoft Dynamics CRM e-mail messages that are sent when you go back online. If you send Outlook e-mail messages, those are sent immediately.
More information: Synchronizing Information
When you are working with Microsoft Dynamics CRM for Outlook with Offline Access offline, if you create and send an e-mail message and the message fails to be delivered or is blocked, for example, because the recipient does not want to receive e-mail or the mail server is down, the e-mail is saved to your Drafts folder in Outlook, but a closed Microsoft
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