I recently had some questions concerning configuring the CRM 2015 Plugin for Outlook. As you might have read in my previous post “CRM 2015 Outlook Plugin Trouble“, installing this plugin might be a unnecessary tedious job. This is the manual you should read if you installed the plugin, but have troubles configuring the plugin with your organisation or synchronizing your CRM activities with Outlook.
1. Configure the CRM organisation
You know you’ll organization is well configured when you see the green sign. But this does not necessarily mean that your synchronization is well set up.
2. Check if your mailbox address is the same as your Outlook email address.
To be clear, your mailbox address is not necessary the same as your Outlook email address and definitely not the same as the email address which you use to login to your O365 portal or CRM. It can be the same, but only if you (or your system administrator) has set it up that way.
You can find the CRM mailbox by going to “Settings” – “E-mailconfiguration”.
Different email addresses = no tracking!
3. Check how appointments, tasks and contacts are synchronized
You can find these settings in your CRM mailbox, which I mentioned in step 2.
If you want to synchronize your appointments, tasks and contacts by using the Outlook Plugin, you’ll need to change the configuration method.
Don’t forget to “test & enable” your mailbox after changing the setting. If you don’t have any other CRM organization you’re connected with, you should definitely put the setting on to let your Exchange only sync items from that CRM organization. This can be really a life saver as it will overwrite any other Exchange settings you possibly might have.
So this is how my Outlook agenda looks like, before I set the synchronization method for Appointments, contacts and tasks to Microsoft Dynamics CRM for Outlook.
This is how it looks after I set the synchronization method for Appointments, contacts and tasks to Microsoft Dynamics CRM for Outlook. You’ll see that the “synchronize with CRM” button has magically appeared in the ribbon. Take in mind that it takes a while for this button to appear.
4. Check if your PC (and Outlook) is your synchronization client
Press the “synchronize with CRM” button.
So this is how my agenda looks like before synchronizing.
If something would go wrong during synchronization, you would see it here (under the “error” tab):
You’ll see that an appointment from CRM has appeared in your agenda.
There you go, you have just successfully configured the CRM Outlook Plugin and can now use its full capability.
Tip: Free E-book “CRM for Outlook Basics”
If you are new to the CRM for Outlook add-in, I recommend you to check out the new E-book from the Microsoft Dynamics Team.
You can find it here: CRM for Outlook Basics eBook