outlook for crm by Mark
Mark
Wed Jun 23 15:46:42 CDT 2004
First question...I dont mean to be insulting but, have
you installed the server application? If yes, open
internet explorer on the workstation that will have the
Sales for Outlook on it. Type \\Servername of the MSCRM
server box with Servername replaced by the actual server
name of the MSCRM server. If it does not ask for a
username\password dialog box, then theres a problem with
your network configuration which would prevent you from
seeing the MSCRM Server and would then in turn prevent
you from continuing to install the Sales for Outlook
client. Also, MSCRM is very domain sensitive. This
means that MSCRM keeps track of profiles on the machine.
Lets say you wanted to give Mr. John Smith access to the
server by installing the Sales for Outlook on his
machine. The following must hold true:
1. His machine must be a part of the same domain as the
MSCRM server.
2. He must be a domain user existing in Active Directory
Users and Computers.
3. He must be logged in as himself.
4. No previous installation of MSCRM Sales for Outlook
(SFO) still exists on the machine.
5. Microsoft Outlook must be installed and opened at
least once with the correct exchange configuration for
Mr. John Smith on the machine.
6. He must be a local administrator on the client
machine.
7. He must be able to see the microsoft crm server on
the network.
8. He must be a valid MSCRM user.
9. He must have a MSCRM user license (Sales, Customer
Service, or Suite).
Now for some reason you get all of these taken care of
and still have a problem, try to either put in the "\\"
before your servername when going through the
installation or just leaving it out.
>-----Original Message-----
>hi,
>i'm trying to install outlook for crm and i keep
>getting
>the following error...
>"Setup was unable to find an instance of the Microsoft
>CRM Server components."
>
>i tried both name of the server and the ip address...
>both give the same error...
>the web client works perfectly...
>any idea what's wrong???
>thanks.
>
>.
>