A Customized CRM for Financial Professions1.866.593.8020

Support

Outlook Plugin Setup

Step 1 - Download the Software:

Please use the following link to download the Outlook Plugin:

http://www.microsoft.com/download/en/details.aspx?id=27821

You will be taken to the page below on Microsoft's Download Center:
Dynamics CRM 2011 Outlook Plugin Installation

Click the Download button and you will be taken to the screen below to select which version to download.

Almost all users should choose the first version (CRM2011-Client-ENU-i386.exe) which is compatible with the normal 32bit version of MS Office.

Dynamics CRM 2011 Outlook Plugin Installation

Click Next and the download should start. Please look to see if you get a popup blocker notification similar to the yellow warning bar shown below.If you get this message please Allow the download.

Dynamics CRM 2011 Outlook Plugin Installation

Step 2 Install the Software:

Once the download has finished, please run it.

When you see the following screen please click the Make New Folder button and create a folder named ‘CRM Plugin‘, then highlight it, and click OK.

Dynamics CRM 2011 Outlook Plugin Installation

The program will begin to extract the files and then launch the install utility with the following license agreement:

Dynamics CRM 2011 Outlook Plugin Installation

Please check the box to accept the license agreement and click Next, and then click Install Now on the following screen:

Dynamics CRM 2011 Outlook Plugin Installation

The program will begin installing.

Dynamics CRM 2011 Outlook Plugin Installation

Step 3 Launch the Plugin Configuration Wizard:

Once the installation is complete, go to your Windows Start button, and All Programs.Find the new program folder named ‘Microsoft Dynamics CRM 2011‘ and click on ‘Configuration Wizard‘.

Dynamics CRM 2011 Outlook Plugin Installation

You will now see the following configuration screen come up:

Dynamics CRM 2011 Outlook Plugin Installation

Step 4 Configure your Server URL:

Enter your custom CRM server address in the Server URL field and click the Test Connection button.(Please note that the URL must include an ‘s’ in the beginning; https://)

Your URL will be listed in the email that you received from us with the subject “Pareto Platform Dynamics CRM 2011 Access Details”.

It will be on the line where it says : To access your platform, go to: https://your_org_name.paretoplatform.com/main.aspx
(‘your_org_name’ will be replaced with your custom organization name.)

You should type in all of the server address up to the end of ‘.com’. For example: https://your_org_name.paretoplatform.com

Step 5 Configure your User Name and Password

You will then be prompted for your User Name and Password.

Dynamics CRM 2011 Outlook Plugin Installation

Type in your Pareto Platform User Name and Password.

  • Your User Name is usually in the format of firstname.lastname, with a period between your first and last names.
  • If you're unsure of your Pareto Platform User Name it will also be listed in the same email that you received from us with the subject “Pareto Platform Dynamics CRM 2011 Access Details”.

Please note:

  • You must have logged into the website at least once and successfully changed your password to be able to complete this step.
  • The password is case sensitive, and will contain at least one capital letter.
  • If you are having trouble authenticating your User Name/Password, please check your computer's time. It must be accurate to within a couple of minutes to be able to properly authenticate.
  • Some Windows 8 users need to enter their User Name in the format of paretoplatform irstname.lastname

Once your User Name and Password has been authenticated the plugin will initialize the organization in Outlook:

Dynamics CRM 2011 Outlook Plugin Installation

Step 6 - Finishing:

Once the initialization is done click the Close button, and then close the Configuration Wizard completely.

Your Outlook Plugin is now installed and configured and you may restart Outlook and begin using it.

For a quick video on how to use the Outlook Plugin, please visit the following link and play the video there: How to use the Outlook Plugin

Pareto Platform
Thank you for submitting the online form. A Pareto Platform CRM representative will contact you within 24 hours.