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: http://www.pcmech.com/article/four-ways-to-open-task-manager
4. Uninstall “Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook”
a.(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.
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