Dynamics CRM for Outlook, also known as the CRM Outlook Client, is an important productivity enhancement plug-in to allow access to Dynamics CRM records and features within the familiar Microsoft Outlook interface.

In an enterprise or large scale deployment, attended or manual installation and configuration on user machines is time consuming and not a practical option. When deploying to a large number of users, the installation and configuration can be automated using Microsoft System Center Configuration Manager (SCCM) and by executing a series of batch files described later in this article. Another option is to store the installation and the batch files in a network drive so that those who are interested can simply double click on the scripts to automate the installation and configuration of the add-in in their PCs.

crm for outlook

 

Here’s what you need. This approach has been tested on Windows 10 and Outlook 2016, and with CRM for Outlook 2016 and CRM Online (2016).

  1. Download the most appropriate version of CRM for Outlook. At the time of writing, the latest version is for CRM 2016, which can be found here.
  2. Double click the downloaded file and select an appropriate location for extracting the installation files such as a network drive. In this example, I extracted to C:\Software\CRM for Outlook.
  3. Create 01 – Install.bat for a quiet installation, and store in the root folder. In this example, I saved to C:\Software. Please note that when “installofflinecapability” is specified, SQL Server Express will be downloaded and installed. When executed, the script will create a log file from the installation in the same folder as the script (e.g. install_log.txt).

  1. Create “02 – Configure.bat” for a quiet configuration. Just like before, I saved to “C:\Software”. Set URL, username and password to correspond to CRM’s address and the credentials of the current user. When executed, the script will create a log file from the configuration in the same folder as the script (e.g. configure_log.txt).

  1. Also create “02 – Configure Config.xml” containing CRM’s Discovery URL and Organisation’s unique ID to be used by “02 – Configure.bat”. In this example, “https://disco.crm5.dynamics.com/” and “orgdc85d73f”, which is a CRM Online instance hosted in Microsoft’s Singapore datacentre. Please note that the URL part of “02 – Configure.bat” must match the Discovery URL in the XML file.

  1. Lastly, create “03 – Uninstall.bat” for the uninstallation of add-in. When executed, the script will create a log file from the uninstallation in the same folder as the script (e.g. uninstall_log.txt).

 

 

Now you can execute the scripts either by double-clicking on the batch files, or running them from the command prompt.

install dynamics crm using command prompt

 

You can check the respective log files for the current progress and outcome of the installation, configuration, and uninstallation. Don’t forget to delete these log files before re-running the scripts, otherwise the logs will be appended to the existing files.

dynamics crm install log