CRM Outlook Client 2011– See How Smart I AM

One of the great improvements in the CRM Outlook Client is the ability to configure multiple Organizations.  Here is a quick walkthrough:

Select Start, All Programs, Microsoft Dynamics CRM 2011, Configuration Wizard

select the Add button from the right navigation window

Enter the new server URL that you would like to add and select Test Connection.  Enter your server URL and credentials.  I am using a CRM Online server URL for this example so I entered the CRM Online server URL and my Live ID login and password.

Select Ok and the Organization Name will populated.  Give the Organization a new Display name that will help you understand which CRM Organization it is and select the Synchronize with this Organization if you want the CRM Outlook Client to use this Organization as the one to synchronize CRM Outlook related data (e-mail, tasks, appointments, Contacts, etc.).  If no, leave the box unchecked and select Ok and Close.

At this point, the CRM Outlook Client will Initialize the new Organization and you will see the new Organization listed in your left navigation menu folders when you start Outlook.

Cheers!

XRM Virtual User Group

Do you like learning more about extending the Dynamics CRM application?  If so, then check out the XRM Virtual User Group.  The group was started by Dynamics CRM MVP Julie Yack and is a forum where professionals can exchange knowledge and information.  Here is an excerpt from the site:

 

The XRM User Group is for the professional XRM developer community. User groups have been around for a long time, professionals helping professionals. Why? If we keep spreading the new technology, then we get more new technology. If we keep educationing our peers, our work standards continue to rise and then we go back to that new technology thing. If we don’t innovate, things get boring. So, that’s why we’re here. Glad you’re here too.The XRM User Group is for the professional XRM developer community. User groups have been around for a long time, professionals helping professionals. Why? If we keep spreading the new technology, then we get more new technology. If we keep educationing our peers, our work standards continue to rise and then we go back to that new technology thing. If we don’t innovate, things get boring. So, that’s why we’re here. Glad you’re here too.

 

Membership is free and the group is open to all who have an interest.