Hello,
My company is currently using Dynamics CRM2011 and the CRM 2011 for Outlook Client. The plug-in is solely used for the "Set Regarding" feature to track emails to projects in our system.
We have a mix of workstations running the following:
Windows 7, Windows 10, Office 2010, Office 2013.
In November we are upgrading to CRM365, so I am assuming the CRM Outlook Client will also need to be upgraded. Our developing is telling us that the CRM Outlook Client is NOT backwards compatible, so we cannot upgrade the client on the workstations until after we GO LIVE with our new CRM365.
I thought that it was backwards compatible so that we could upgrade Outlook Client on the workstations ahead of time without breaking functionality with CRM2011.
So I have multiple questions I need answered:
- Are the CRM for Outlook clients backwards compatible? Or is there one specifically that would be that would work with CRM2011 and CRM365?
- If the client NOT backwards compatible, what is the best version of the CRM Outlook Client to work on our variety of OS and Office versions? Keeping in mind we are mostly interested in the tracking of emails and not other features (if any).
Thanks for the assistance.
Patrick Anderson
Business Information Analyst
OMAFRA
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