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CRM 4.0 on-premise, Exchange online with multiple Outlook accounts RRS feed

  • Question

  • We have CRM installed on-premise using the Outlook client.  Our Exchange server is hosted through Microsoft Online Services.  One user has two email accounts configured in exchange online with the selection to always launch a specified account (his personal email account) on start up.

    We are trying to install the CRM Outlook client on this user's workstation and it installs for the default personal account.  We need the CRM Outlook client to work with the business account that he accesses from the Online Services application window.

    Is this as simple as switching the default email account to the business account and then installing?  If we do that, what happens when we reset the default to the personal emaill account?

    Thursday, October 22, 2009 4:34 PM

Answers

  • Well the CRM Outlook Client does always install to the users default Outlook profile.

    This does mean that the way to get this installed and functioning correctly for this user is to set the business account as the default outlook profile.  Then install and configure the CRM Outlook client. 

    Then the best option is to leave the business account as the default outlook profile and set outlook to always prompt for which profile to use on startup. 

    Do not set the private account to be the default profile after that. This does cause issues with the Outlook client which can usually be fixed by setting the default back to the business profile as the default and re-configuring.....but sometimes requires an uninstall, install and reconfigure.

    If the user launches Outlook from the Online Sign in Application then it will launch the business profile without having to select a profile. 

    If the user launches from the outlook profile they will have to select the personal profile to access the personal e-mail. 

    I hope that helps.
       Hoss Hostetler
     


    "If it ain't broke, Modify It! If it is broke, Time to upgrade!"
    • Marked as answer by D2CRM-Leona Monday, October 26, 2009 2:22 PM
    Friday, October 23, 2009 11:13 PM

All replies

  • Well the CRM Outlook Client does always install to the users default Outlook profile.

    This does mean that the way to get this installed and functioning correctly for this user is to set the business account as the default outlook profile.  Then install and configure the CRM Outlook client. 

    Then the best option is to leave the business account as the default outlook profile and set outlook to always prompt for which profile to use on startup. 

    Do not set the private account to be the default profile after that. This does cause issues with the Outlook client which can usually be fixed by setting the default back to the business profile as the default and re-configuring.....but sometimes requires an uninstall, install and reconfigure.

    If the user launches Outlook from the Online Sign in Application then it will launch the business profile without having to select a profile. 

    If the user launches from the outlook profile they will have to select the personal profile to access the personal e-mail. 

    I hope that helps.
       Hoss Hostetler
     


    "If it ain't broke, Modify It! If it is broke, Time to upgrade!"
    • Marked as answer by D2CRM-Leona Monday, October 26, 2009 2:22 PM
    Friday, October 23, 2009 11:13 PM
  • Thanks so much for the response.  I had submitted instructions to the user that would set the default to the business account and try the configuration again.  He reported that it worked.  I will add this  additional recommendation to the guidelines and forward them to the user.

    Thank you,

    Leona Kirkpatrick
    Monday, October 26, 2009 2:24 PM