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: 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.