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How to access ms crm form client

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Hi everybody..

It may be a simple question to you all.. But am very new to this technology.. Also only three months of IT experiance am having..

I just installed MS CRM Server 4.0 in our server. How to access it from the our client machines. URL?

Also How to configure Outlook to access it?

Thursday, August 12, 2010 4:52 AM

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you should be able to access it from you client machine using

http://SERVERNAME/ORGNAME/loader.aspx

you can donwload outlook client from

http://www.microsoft.com/downloads/details.aspx?FamilyID=60c4a6cc-59d7-416e-9f44-0ae8ff249768&displaylang=en

And here are the instruction to install it

http://support.sherweb.com/Faqs/Show/how-to-install-the-microsoft-dynamics-crm-40-outlook-client

Let us know if you need any other information.
Mahain : http://mahenderpal.wordpress.com
- Proposed as answer by HIMBAPModerator Thursday, August 12, 2010 5:51 AM
- Marked as answer by Jeevanantham Ganesan Friday, August 13, 2010 10:09 AM
Thursday, August 12, 2010 5:50 AM

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Hi everybody...

Atlast, i successfully found the solution and installed it now.. I just entered in to that CRM domain and configured separately.. Now its working cool... Thanks to everybody..
- Marked as answer by Jeevanantham Ganesan Friday, August 13, 2010 10:09 AM
Friday, August 13, 2010 10:09 AM

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you should be able to access it from you client machine using

http://SERVERNAME/ORGNAME/loader.aspx

you can donwload outlook client from

http://www.microsoft.com/downloads/details.aspx?FamilyID=60c4a6cc-59d7-416e-9f44-0ae8ff249768&displaylang=en

And here are the instruction to install it

http://support.sherweb.com/Faqs/Show/how-to-install-the-microsoft-dynamics-crm-40-outlook-client

Let us know if you need any other information.
Mahain : http://mahenderpal.wordpress.com
- Proposed as answer by HIMBAPModerator Thursday, August 12, 2010 5:51 AM
- Marked as answer by Jeevanantham Ganesan Friday, August 13, 2010 10:09 AM
Thursday, August 12, 2010 5:50 AM

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Thanks for your replies. But where i found the organisation name i have given? I forgot it..

Thursday, August 12, 2010 6:15 AM
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1. Click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Deployment Manager.
2. Check Organizations.
Mahain : http://mahenderpal.wordpress.com
- Proposed as answer by HIMBAPModerator Thursday, August 12, 2010 6:33 AM
Thursday, August 12, 2010 6:33 AM

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While i install the outlook client, its asking for visual c++ runtime and windows installer 3.5 minimum.. Where i can download that?

Thursday, August 12, 2010 10:01 AM
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Hi..

I cannot enter in to CRM site through the url.. Http://servername/organisationname/loader.aspx. from my machine. But i can able to enter in to it through the server machine browser. Any help?

Thursday, August 12, 2010 11:21 AM
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What happens when you use http://servername from the client. Are you logged onto the server with the same user account as your client machine? If not then make sure your client login account is added to CRM as a User with a security role.

What does the client actually see when you try to access CRM? Is the server on the same domain/network as the client machine?

.NET 3.5 SP1 http://www.microsoft.com/downloads/details.aspx?FamilyID=ab99342f-5d1a-413d-8319-81da479ab0d7&displaylang=en

C++ 2005 Redist Package http://www.microsoft.com/downloads/details.aspx?familyid=32BC1BEE-A3F9-4C13-9C99-220B62A191EE&displaylang=en

MSCRM Bing'd - http://bingsoft.wordpress.com

Thursday, August 12, 2010 11:28 AM

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Download the runtimes from here:

http://www.topshareware.com/windows-installer-3.5/downloads/1.htm
Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant

Thursday, August 12, 2010 11:29 AM
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I am trying to Visual C++ runtime, but the installer stops after gathering the required information. Many times i tried it, but its closing.

Then Clinton,

I cant enter the server itself. How to add the client login account in server?

Thursday, August 12, 2010 11:42 AM
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Under IE, got the Internet Options->Security Tab and set the Custom LEvel fo the Zone that the CRM site is in (probably Local Intranet). Then set the Authentication to Prompt for Username and Password. Then try and reload CRM again, this time you should be presented with a login dialog. Enter the credentials of a user that is in CRM, the user account that it was installed under is the only one you probably have.
MSCRM Bing'd - http://bingsoft.wordpress.com

Thursday, August 12, 2010 11:58 AM

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Ok.. Let me try it.. Then, i have installed client for outlook.. Now configuring via configuation wizard. What i have to give for intranet address, is it the url http://servername/orgname/loader.aspx or anything else? What for external web address?

Thursday, August 12, 2010 12:15 PM
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The server address only
MSCRM Bing'd - http://bingsoft.wordpress.com

Thursday, August 12, 2010 12:43 PM

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Thanks... I have given it.. But not able to enter. Its telling that "the specified MS Dynamics Server is not available.Make sure the URL is correct. To test the url, try opening it in internet explorer". But i can able to access the same server address in internet explorer. Any help...

Thursday, August 12, 2010 12:51 PM
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Have you used http://servername, also do you have a port like 5555, if so then http://servername:5555
MSCRM Bing'd - http://bingsoft.wordpress.com

Thursday, August 12, 2010 1:17 PM

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I used the http://servername. And i don't know how to see the port number? Any ideas? But in internet explorer, i used only http://servername. I can able to access the application.

Thursday, August 12, 2010 1:28 PM
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Have a look over this and see if it helps. http://support.sherweb.com/Faqs/Show/how-to-install-the-microsoft-dynamics-crm-40-outlook-client
MSCRM Bing'd - http://bingsoft.wordpress.com

Thursday, August 12, 2010 1:37 PM

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Hi everybody...

Atlast, i successfully found the solution and installed it now.. I just entered in to that CRM domain and configured separately.. Now its working cool... Thanks to everybody..
- Marked as answer by Jeevanantham Ganesan Friday, August 13, 2010 10:09 AM
Friday, August 13, 2010 10:09 AM

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How to access ms crm form client

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