Asked by:
Home computer

Question
-
Let's say you had required hardware and software on a computer at home and you wanted to install the Outlook client. (Actually, these are independent contractors using the CRM but not having any Exchange server for their email -- a stand-alone, Office installed computer.)
Where are there complete installation instructions for such a set up? All the IE configurations and steps.
In my limited experience I've had no problems with Outlook where the user belongs to SOME domain. But I can't get one simple PC user setup to work.
Any non-documented suggestions would also be appreciated.Tuesday, February 3, 2009 7:23 PM
All replies
-
The user needs to be in Active Directory to run the Outlook Client.
Best Regards, DonnaTuesday, February 3, 2009 8:43 PM -
Donna Edwards said:
The user needs to be in Active Directory to run the Outlook Client.
Best Regards, Donna
That part I know though that's not exclusive to Outlook client -- one has to have an active directory account to connect web facing.
What I'm looking for are the details of set up requirements when the Outlook is external & free standing and the user may not be logging into a network or even to the machine.Thursday, February 5, 2009 3:33 PM -
Ok thank you, you will want to install the Offline Client on the user's Outlook so the user can work in offline mode. The user will need to connect from time-to-time to upload changes and obtain updates.
Best Regards, DonnaThursday, February 5, 2009 3:41 PM -
In fact, I am opting not to use the offline version because it is too troublesome. The kernal is that we have consultants who work out of their homes -- they use Outlook against isp email not our Exchange. I have a successful installation that does not connect to CRM. I'm looking for details to see what I may have missed during my successful installation -- why it configures but doesn't work.
Honestly, I don't see why there is a difference other than the need to sign in when Outlook launches rather than when turning on the machine. And that's what's not working as I expect so I suspect there is something I didn't set up that says to Outlook, "hey, no one is logged in anywhere so you have to gather the credentials for authenticating the CRM connection."
Where might I find such an installation documented?Thursday, February 5, 2009 3:54 PM -
Check out this link. I think it will provide you with the information you need.
http://blogs.msdn.com/crm/archive/2008/04/11/using-the-crm-outlook-client-without-a-vpn-connection.aspx
Best Regards, Donna- Proposed as answer by Jim Glass Jr Thursday, February 5, 2009 8:31 PM
- Marked as answer by Matt Parks Wednesday, May 6, 2009 10:18 PM
- Unmarked as answer by mardukes Thursday, May 7, 2009 2:10 PM
Thursday, February 5, 2009 6:32 PM -
Oh no. This blog information is wrong. If I try to set up a my company configuration I get 401 error. Microsoft documentation says to use the provider option when not using VPN to get inside the domain. I've set up a networkd password and made my CRM server a trusted site and I still don't get a connection -- only once have I gotten the login form! And I've seen the exact same setup work on another machine.
I'm taking a couple of machines home at lunch to isolate on the provider (Comcast), my network router and OS -- I haven't seen it work with Vista.Thursday, May 7, 2009 2:16 PM