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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Online - Outlook P...
Microsoft Dynamics CRM (Archived)

CRM Online - Outlook Plugin

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Posted on by rkeubler 285

We had CRM on prem and moved to CRM Online.  I am unable to get the Outlooks add in to start.  I have downloaded and installed the plug in, but when I go to Add Ins in Outlook the plug in is disabled and if I enable and close it is unchecked again.  I have uninstalled and reinstalled the add in a few times with no luck.  I have no idea what else to try.

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  • Mohammad Atif Profile Picture
    Mohammad Atif on at
    RE: CRM Online - Outlook Plugin

    i verified that you are the system Admin , so you should be able to configure the client for CRM Online. The behvior which you are seeing is unexpected. once you will select CRM online from the configutaion wizard DropDown and click ok you will prompt for authentication , where you may supply your Login infirmation and then it will give you ORg your account is accociated with , after selecting that when you clieck on this will show a Green status bar , once that complete you can open the outlook and wait for soem time  for the outlook addin to laod and then you can navigate thought.

    Coudl you please confirm if you can access the CRM from the same machine from IE without anu isssues.

    if yes, Please go ahed and uninstall the CRM 2011 outlook client from the add and remove program, reinsatll that from the Download bits availbale at internet and then try to configure the org.

    You may refer the following URL:

    social.technet.microsoft.com/.../11752.dynamics-crm-2011-outlook-client-uninstall.aspx

    www.microsoft.com/.../details.aspx

    www.microsoft.com/.../details.aspx

    www.nealabc.com/.../Microsoft-Dynamics-CRM-2011-Outlook-Client-Remove.aspx

    Thanks,

  • rkeubler Profile Picture
    rkeubler 285 on at
    RE: CRM Online - Outlook Plugin

    Bob Keubler - I added all security roles to my own account.

    However, the configuration never prompts me to login or authenticate.

  • Mohammad Atif Profile Picture
    Mohammad Atif on at
    RE: CRM Online - Outlook Plugin

     

    From the List of the above CRM users , which one is Your user account which you are using here to configure the CRM 2011 Outlook client?

     

    Thanks,

  • rkeubler Profile Picture
    rkeubler 285 on at
    RE: CRM Online - Outlook Plugin

    Technologence

  • Mohammad Atif Profile Picture
    Mohammad Atif on at
    RE: CRM Online - Outlook Plugin

    What is ur CRM Online Org name ?

    Thanks,

  • rkeubler Profile Picture
    rkeubler 285 on at
    RE: CRM Online - Outlook Plugin

    I did not see that option previously, thank you.

    I did that and clicked Test Connection and it did not fail.

    I went to the Select Organization drop down and it is empty.  I click OK and it does not give me a message stating it failed, but it does not go away either.

  • Cathy McLeod Profile Picture
    Cathy McLeod 230 on at
    RE: CRM Online - Outlook Plugin

    Instead of using the website, you should change the dropdown to "CRM Online". It will then ask to authenticate and pull up your CRM instance in the lower box.

  • rkeubler Profile Picture
    rkeubler 285 on at
    RE: CRM Online - Outlook Plugin

    No, I have not been able to configure that.  Dynamics works just fine through the browser.

    We are using Office 365 and I can log into it and get to the CRM without issue.

  • rkeubler Profile Picture
    rkeubler 285 on at
    RE: CRM Online - Outlook Plugin

    Thank you, I found the configuration.  We are using CRM Online so I put in the URL with the https:// and that failed as it could not authenticate me.  I tried with just http and got the same thing. What I found based on that message states my Live Id has not been verified, but I have been using it for quite some time.  It is not a hotmail account.

    I tried to find a way to verify my account again and could not find that.

  • Mohammad Atif Profile Picture
    Mohammad Atif on at
    RE: CRM Online - Outlook Plugin

    if you are configuring the CRM Outlook client, are you able to configure that sucessfully?

    Thanks,

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