Microsoft CRM 2011 Online Outlook Client Installation

Now that Microsoft Dynamics CRM 2011 Online is released (RTW).  Here are some of my good notes on how we go about performing the Microsoft CRM 2011 Online Outlook Client Installation:

Installation:

1. Check that hardware and software requirements are met
2. Check and uninstall any previous version of CRM Outlook Client, including any CRM Outlook Offline components – review this link
3. Login to the Microsoft CRM Web Client to ensure your login/password are OK
4. Use Internet Explorer (IE) 9 if possible.  Note: Windows XP doesn’t support IE9
5. Configure Internet Explorer to allow download the number of files at one time to 10
6. Enable Internet Explorer (IE) Compatibility View for “dynamics.com”
7. Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone:
   • *.dynamics.com
   • *.live.com
   • *.microsoftonline.com
8. Allow IE pop-ups from:
   • *.dynamics.com
   • *.live.com
   • *.microsoftonline.com
9. Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked
10. Increase IE Disk Space Size for Temporary Internet Files to 350MB
11. Apply Windows and Office Update via Microsoft Update
12. Install .NET Framework 3.5 and 4.0
13. Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapperor full download
14. Apply the latest CRM 2011 Update Rollup via Microsoft Update
15. Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK
16. Link to my recommended initial Microsoft CRM Outlook Client settings

For more detailed installation information, here is the link to the Microsoft Dynamics CRM 2011 for Outlook Installing Guide for use with Microsoft Dynamics CRM Online

More Microsoft Dynamics CRM for Outlook Installation Instructions