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Hello Every one,
I am stuck at a issue while Configuring CRM outlook plugin on user who is using 32 Bit VDI system, The Instalable, plugin .exe file is installed on retain able drive of users system.
now once the plugin is been configured The data is wouldn't synchronize
Situations
What I am looking For
Please be detailed on VDI System I am new to it , All answers will be appreciated, Screenshots are attached .
thanks,
hari
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I have the same question (0)Click on Office Account and then on About Outlook.
Look for either 32 bit or 64 bit indication on the window.
After the download is completed, run the file and follow the prompts to install and set up the Outlook client. If you had a previous version of the add-in installed on your computer you will be asked to upgrade. Click “Upgrade Now” and continue with the process.
Note: Prior to initiating the installation, close any Excel or Word documents to prevent loss of data during the installation process.
Find and open a small piece of software called Configuration Wizard that came with Outlook to configure which Dynamics CRM organization to sync to. Click “Add” to create a new connection.
For Dynamics CRM 2015 Online select “CRM Online” in the dropdown menu. For Dynamics CRM 2015 On-Premise, type in the URL in the field.
Click “Connect” and enter your credentials.
Note: If you own contact records in Dynamics CRM, the add-in will sync those CRM contacts into your Outlook contacts, which could create the potential for duplicate Outlook contacts. If you wish to stop automatic CRM to Outlook Syncing for Contacts altogether see our blog post here.
Those intending to use offline client, should ensure that synchronization is enabled only for the required entities and views as synchronization and storage of the entire database on the local machine can affect performance. To configure which entities will be synced, navigate to File >> CRM >> Go Offline >> Manage Offline Filters in Outlook.
Additional synchronization options are under Outlook and Synchronization tabs in System Settings. To get there click on Settings module then Administration.
The procedure to integrate Outlook with Dynamics CRM is similar if you use Citrix Virtual Desktop, Azure WVD or any other VDI application as your VDI infrastructure.
I hope this helps!
Regards.
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