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Microsoft Dynamics CRM for Outlook is not enabled in Outlook

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Symptoms

After installing Microsoft Dynamics CRM for Outlook, CRM is not enabled in Outlook. This may also occur after creating a new Outlook profile.

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Cause

Configuration of CRM for Outlook is a two step process. After CRM for Outlook is installed, you need to run the Microsoft Dynamics CRM Configuration Wizard to connect to your CRM organization. 

CRM for Outlook will bind to your default Outlook profile. If you created a new Outlook profile after configuring CRM for Outlook, you need to run the Microsoft Dynamics Configuration Wizard to use CRM for Outlook with your new profile.

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Resolution

Run the Microsoft Dynamics CRM Configuration Wizard: 


1. Close Outlook.

2. Do one of the following:
  • In Windows 8 or Windows 10, choose Start, search for Configuration Wizard, and then press Enter.
  • In earlier versions of Windows, choose Start, point to All Programs, choose Microsoft Dynamics CRM 2015 or Microsoft Dynamics CRM 2016 Configuration Wizard.

3. In the Microsoft Dynamics CRM for Outlook Configuration Wizard dialog box, click the Add button.

You'll see the following (or similar) dialog box:

Microsoft Dynamics CRM Configuration Wizard

4. Do one of the following:

  • If you're using CRM Online, select CRM Online from the list.
  • If you're using CRM on-premises or later version, open a browser, log in to your CRM organization's website, copy the URL address (copy the whole address) from the address bar, and then paste it in the Add a Microsoft Dynamics CRM Organization dialog box.

5. Click Connect.

6. If prompted, enter your credentials.

7. Click OK.


If you are unable to successfully connect to your CRM Online organization, use the Microsoft Office 365 Support and Recovery Assistant.


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Article Info
Article ID : 3164046
Revision : 1
Created on : 1/7/2017
Published on : 5/13/2016
Exists online : False
Views : 251