microsoft dynamics crm 2013 outlook plugin

Customers using Dynamics CRM 2013 online now have access to an isolated, non-production online environment called a “Sandbox Instance”.A yellow banner alert will be shown in CRM to notify the CRM Administrators when Server-based SharePoint Integration has not been enabled (similar to the Outlook Client install notification). Customers who use both Dynamics CRM Online and SharePoint Online will no longer need to install and configure the CRM List Component to enable the Document Management integration. Please note that the configuration details are straightforward, and a bit similar to those of the CRM email router, for the incoming and outgoing profiles.Īnother feature in this CRM update is the simplified integration between CRM Online and SharePoint Online, which can be managed within Microsoft Dynamics CRM Online. This feature was originally introduced in the Dynamics CRM 2013 / Fall ’13 Release to synchronize emails, tasks, appointments and contacts between Dynamics CRM and Microsoft Exchange on-premises deployments, and now it will be available for online customers, as well.Ī screen shot of the configuration pane is shown below.

POP3/SMTP providers are also supported for sending and synchronization of Email. The CRM client for Outlook will remain available and supported, for environments where users prefer to have access to CRM data through Outlook instead of in a separate web browser instance.

Now users can have CRM and Exchange data in sync, and use only the web interface if desired. These tasks were previously handled by either the CRM client for Outlook or the CRM Email router application. With server-side synchronization, administrators can easily manage the synch process of email, tasks, appointments and contacts between CRM and Exchange. This update provides updates on the “platform” itself – these features allow for a more streamlined experience for the CRM administrator, as well as for the end users of the Dynamics CRM environment. Customers running Dynamics CRM 2013 on-premise can download the update as an installable service pack (SP1). The Spring ’14 release of Microsoft Dynamics CRM 2013 will be made available to online customers as an automatic service update with the option to install the new features. Microsoft CRM 2013 Spring ’14 Update – Platform Features

Microsoft dynamics crm 2013 outlook plugin