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sep 28

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Microsoft CRM Dynamics 4.0 installation

Så kom tiden til at installere CRM på vores bærbare pc’ere og det er desværre ikke kun en online installation, så der er lidt udfordringer med at installere offline. Derfor denne husker til mig selv og ikke mindst instruktioner til de at sælgerne, som vil prøve selv. Resten af dette indlæg indeholder kun instruktioner til installation af CRM og er af samme grund oversat til engelsk, så alle kan være med 🙂

IMPORTANT!!!! First of all you need to check in Add/Remove programs that no MSXML 4.0 or MSXML 6.02 versions are installed. If there are – uninstall them before proceeding

You put in the Færch CRM DVD/CD and start the installation by doubleclicking the 01INSTALLCRM file.

crm-offline-installation-screen01

Click on the green icon to Update installation files and the installation will begin.

crm-offline-installation-screen02

Check that the Advanced option (Offline access) is marked and click Next.

crm-offline-installation-screen03

Accept the license agreement and click “I Accept”.

crm-offline-installation-screen04

This part can take several minutes and  the components will be downloaded and installed…

crm-offline-installation-screen07

After the installation you will finally see the following window:

crm-offline-installation-screen10

Click “Close” and go back to the DVD and open/doubleclick the 02CONFIGURE file.

After a few windows where the fields are filled out automatically you will see the program working…

crm-offline-installation-screen11configwizard

after a while you the configuration is done.

crm-offline-installation-screen12configwizard

Click Finish to end the configuration.

 

Finally go to the DVD and doubleclick the 03UPDATE file and you are done.

When you open your Outlook 2007 you will now see a new folder in the left pane called Microsoft Dynamics CRM.

crm-offline-installation-screen14outlook

and you will also have a new CRM menu in the menubar in Outlook 2007.

Go Offline

When you have opened Outlook and can see the new CRM system you also have a button called “Go Offline”

Click the “Go Offline” button and in a few minutes it will create a new offline database for you.

crm-offline-installation-screen15go-offline

 

Synchronizing CRM

When you are online in Outlook you can go to CRM menu and choose “Synchronize with CRM” to synchronize your information to the database on your local laptop.

Permanent link til denne artikel: https://www.ihd.dk/microsoft-crm-dynamics-4-0-installation/

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