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Different CRM instances / Different Outlook profiles RRS feed

  • Question

  • I am looking for a way to have Dynamics CRM connected to two different Outlook profiles.

    So I have an instance of CRM online, one for company x and another for company Y. 

    I want to connect my outlook to CRM X when I use the outlook profile for company X,  and Y to Y.

    Is there any way /workaroud to achieve this?  I want to use the same login user on my computer.

    Thank in advance for any help.

    Gerben

    Wednesday, September 21, 2011 10:03 AM

All replies

  • CRM Client 2011 allows you to configure multiple organizations in the same profile, both can be Online organizations. The only caveat is you will only be able to sync and track in primary organization (the first one configured).

    CRM does not allow can't exist in multiple outlook profiles, it will only work in one of them.

    • Proposed as answer by Alex A. Kalinin Wednesday, September 21, 2011 4:21 PM
    Wednesday, September 21, 2011 4:21 PM
  • For anyone that sees this post in the future, you might try this if
    you have multiple Outlook profiles and need to use CRM for Outlook for
    each.

    Steps:

    1. Set up two CRM users.
    2. Set up the two Outlook profiles in Control Panel in the "Mail" section. Select the "Always use
      this profile" to be the one you want to open and use with CRM.
    3. Configure CRM in the configuration wizard for the Outlook profile.
    4. Whenever you want to change Outlook profiles and the respective CRM user, go
      through Control Panel and change the default Outlook profile and
      reconfigure CRM to that user.
    • Proposed as answer by An2011 Wednesday, July 11, 2012 5:03 PM
    Wednesday, July 11, 2012 5:02 PM