The CRM For Outlook button appears in Microsoft Dynamics CRM

When you click the CRM for Outlook button it will launch the ClientInstaller.exe that is in the _root directory on the Dynamics CRM Application server.  The ClientInstaller.exe is added with the Update Rollup 7 installation.  This will start the install and also start the download of the rest of the install package from the Microsoft download site.  You can then continue with the install. 

Note: The Implementation Guide has the complete steps to install Microsoft Dynamics CRM for Microsoft Office Outlook.  

Microsoft Dynamics CRM 4.0:

   http://www.microsoft.com/download/details.aspx?displaylang=en&FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714

Microsoft Dynamics CRM 2011:

http://go.microsoft.com/fwlink/?LinkID=200050

Once Microsoft Dynamics CRM for Microsoft Office Outlook is installed the you need to start the Configuration Wizard.  To start the Configuration Wizard complete one of the following methods:

• Start Microsoft Office Outlook and the Configuration Wizard will launch automatically.
• Click Start, click All Programs, click Microsoft Dynamics CRM 4.0, and then click Configuration Wizard. 

The Configuration Wizard verify if the client computer has a Default_Client_Config.xml file in the  C:\Users\username\AppData\Roaming\Microsoft\MSCRM directory.  If the Default_Client_Config.xml file exists there, it will use that xml file for the configuration.  If the Default_Client_Config.xml file does not exist there, it will use the default values and input will be required for the server url and the organization to connect to.

Note: More information on creating this configuration file can be found in the Chapter 7 of the Installing Guide in the Implementation Guide.
The following is an example of the Default_Client_Config.xml file:

<CRMConfiguration>

 <Client>
 <ServerUrl Type="OnPremise" ShowUser="True"> http://crmdiscoveryservice/MSCRMServices</ServerUrl>
<ExtranetServerUrl>http://PathToExternalDiscoveryService</ExtranetServerUrl>
<Organization>OrganizationName</Organization>
<CEIP option="True|False" />
<Database Reuseexisting="True | False"/>
 </Client>

</CRMConfiguration>

To download the install package from a local network share instead of the Microsoft Download Site complete the following steps:

1. 1. On each of the client machines click Start, click Run and type Regedit, and then click OK.
   2. Locate the following registry subkey:  HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\MSCRMClient.
   3. Right-click MSCRMClient, click New, and then click String Value.
   4. Name the new key InstallerUrl.
   5. Right-click InstallerUrl, click Modify, and then type the path to the network share. 
      Example: \\crmoutlookshare\client\CRMV4.0-I386-Client-ENU.exe  

To turn off the CRM for Outlook button complete the following steps:

Microsoft Dynamics CRM 4.0:

1. 1. On the Microsoft Dynamics CRM Application Server click Start, click Run, type Regedit, and then click OK.
   2. Locate the following registry subkey:  HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM.
   3. Right-click MSCRM, click New, and then click DWORD (32-bit) Value.
   4. Name the new key DisableOutlookSetupLink.
   5. Right-click DisableOutlookSetupLink, click Modify, and then type 1 to disable the CRM for Outlook button for all users.

      Microsoft Dynamics CRM 2011:

1. Start the Microsoft Dynamics CRM web application
2. Click on Settings, then click on Administration, then click on System Settings
3. Under the Outlook tab change the "Outlook client is advertised to users in the Message Bar" to No