Contact Us Today!

Clean Slate Update from CRM for Outlook 4.0 to 2011

A routine part of moving to MS CRM 2011, is installing the MS CRM 2011 for Outlook Client. On a system that has never used the CRM client for Outlook, the process is straightforward: close Outlook, install the CRM client, and then install MS updates to get everything current.

On a computer where the CRM 4.0 client for Outlook is already installed, a “clean slate update” is recommended to ensure that all of the components and settings of the previous MS CRM client install have been removed. Here’s how to do it:

1. In the MS CRM configuration wizard, remove the connection to the CRM server.
2. Disable the CRM add-in for Outlook.

a. In Outlook 2010 this is under File à Options à Add-ins.

b. In Outlook 2007 this is under Tools à Trust Center à Add-ins

3. Quit Outlook and be sure there are no Outlook.exe processes running. Check Task Manager under the Processes tab. For ways to open task manager, check here:

4. Uninstall “Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook”

(Win7) In the Programs and Features Control Panel
b.(WinXP) Add/Remove Control Panel.

5. Delete the program folder:

a.(Win7) C:Program Files (x86)Microsoft Dynamics CRM
b.(WinXP) C:Program FilesMicrosoft Dynamics CRM

6.Delete the settings folder:

a.(Win7) C:Users[CRM login user]AppDataLocalMicrosoftMSCRM
b.(WinXP) C:Documents and Settings[CRM login user]Local SettingsApplication DataMicrosoft”

As a final step, to make sure your computer has all the current MS Updates for Windows and Office, before installing CRM for Outlook 2011.



Rob is the CTO of Beringer Technology Group, and focuses his efforts on software development, cloud engineering, team mentoring and strategic technical direction. Rob has worked with Beringer since 2005, and has influenced every department from Development, Security, Implementation, Support and Sales. Rob graduated with his MBA from Rowan University in 2012, earned his Bachelors of Computer Science in 1997, and is current with several Microsoft technical certifications. Rob is very active, and loves to mountain bike, weight train, cook and hike with his dog pack.

Leave a comment!

You must be logged in to post a comment.