microsoft dynamics crm for microsoft office outlook
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Jettnmj [thrte` wntb I[ @ymhinks KTI
I[ @ymhinks KTI nmtejrhtnom wntb Inkrosoat Oaanke Outcool
@eskrnptnom7DN[V ns koiintte` to provn`e DE[P cehrmnmj ihternhc to tbe dejnmmers hm` h`vhmke
cehrmers. Nm tbe shie sernes, we bhve prephre` h koipcete em`-to em` Bhm`s-om
Dejnmmer„s Jun`e aor Inkrosoat @ymhinks KTI. Pbe `okuiemt aokuses om nmtejrhtnom
wntb I[ Outcool. Gonm our proaessnomhc trhnmnmj projrhi hm` cehrm aroi experts.
Bnstory7Qersnom @eskrnptnom Kbhmje Hutbor Vudcnsb @hte6.8 Nmntnhc @rhat Kbhm`rh Vrhlhsb [bhrih 86tb Huj 46806.8 Tevnew#8 [uint Joyhc 86tb Huj 4680
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Komtemts
Inkrosoat @ymhinks KTI aor Outcool Overvnew ................................................................................................ ;
Nmsthcchtnom Tequnreiemts ............................................................................................................................... ;
Nmsthcchtnom Tequnreiemts I[ @ymhinks KTI 468; Outcool ......................................................................... ;
I[ @ymhinks KTI 468; aor Outcool bhr`whre requnreiemts 7 ................................................................. 0
Inkrosoat @ymhinks KTI 468; aor Outcool soatwhre requnreiemts 7 ........................................................ 0
Nmsthcc Inkrosoat @ymhinks KTI aor Outcool ...................................................................................................... 5Komanjure Inkrosoat @ymhinks KTI aor Outcool 7 .......................................................................................... :
[ettnmj up Ihncdoxes nm Inkrosoat @ymhinks KTI 468; aor omcnme kcnemt ........................................................ 86
Komanjure User E-ihnc [ettnmjs ...................................................................................................................... 84
Nmsthccnmj Inkrosoat @ymhinks KTI aor Outcool usnmj tbe Koiihm` Cnme ...................................................... 85
Usnmj @ymhinks KTI Oaacnme aor tbe Outcool Kcnemt ......................................................................................... 82
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Inkrosoat @ymhinks KTI aor Outcool Overvnew
Inkrosoat Outcool bhs dekoie tbe koiiumnkhtnoms, skbe`ucnmj, hm` komthkt ihmhjeiemt bud aor iost
dusnmess peopce. Zntb tbe nmtro`uktnom oa Outcool 4686, evem soknhc metworlnmj kommektnoms bhve dekoie
vnsndce nm Outcool. Hs h resuct, every KTI socutnom provn`er ihles nmtejrhtnom wntb Outcool h bnjb prnornty
aor tbenr pro`ukt.
KTI aor Outcool worls tbe why tbht you `o dy provn`nmj h sehicess koidnmhtnom oa Inkrosoat @ymhinks
KTI aehtures nm tbe ahincnhr Inkrosoat Outcool emvnromiemt. Pbns sektnom cnsts soatwhre requnreiemts aor
KTI aor Outcool hm` Inkrosoat @ymhinks KTI aor Inkrosoat Oaanke Outcool wntb Oaacnme Hkkess.
Inkrosoat @ymhinks KTI worlacow hutoihtnom hm` hmhcytnks cet your [hces, Ihrletnmj hm` [ervnke sthaa
ehsncy sbhre nmaorihtnom hm` route thsls to provn`e h sehicess kustoier expernemke.
Doost shces pro`uktnvnty wntb @ymhinks KTI aor Outcool 7
Use Inkrosoat @ymhinks KTI wntbnm Inkrosoat Oaanke Outcool.
Ecninmhte re`um`hmt e-ihnc trhklnmj.
Niprove koiiumnkhtnom hm` tehi kocchdorhtnom tbroujb sehicess nmtejrhtnom wntb Inkrosoat Oaanke
pro`ukts.
Vroiote Oaanke Outcool komthkts to Inkrosoat @ymhinks KTI wntb h aew iouse kcnkls.
Ehsncy n`emtnay ley `hth ponmts tbroujb h`vhmke` sehrkb.
Te`uke whste` kykces wntb rodust `hth-kcehmsnmj aehtures.
Nmsthcchtnom Tequnreiemts
Nmsthcchtnom Tequnreiemts I[ @ymhinks KTI 468; Outcool
Emhdces hkkess to your KTI `hth tbroujb Outcool. Po set up KTI aor Outcool om h user„s koiputer you
bhve to aoccow tbe decow steps.
8. Nmsthcc KTI aor Outcool.
4. Komanjure KTI aor Outcool
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I[ @ymhinks KTI 468; aor Outcool bhr`whre requnreiemts 7
Mote 7 Metworl Dhm`wn`tb jrehter tbhm 56 ldps.
Inkrosoat @ymhinks KTI 468; aor Outcool soatwhre requnreiemts 7
Operhtnmj [ysteis 7
Znm`ows 2 (10-dnt hm` ;4-dnt versnoms)
Znm`ows : (10-dnt hm` ;4-dnt versnoms)
Znm`ows Qnsth [V4 (1-dnt hm` ;4-dnt versnoms)
Znm`ows [erver 4684, Znm`ows [erver 4662 T4, or Znm`ows [erver 4662 wbem rummnmj hs h Teiote
@esltop [ervnkes hppcnkhtnom.
Mote7 Znm`ows RV e`ntnoms hre mot supporte` aor nmsthccnmj hm` rummnmj KTI 468; aor Outcool.
[upporte` versnoms oa Nmtermet Expcorer 7
Nmtermet Expcorer 2 or hdove versnom.
Iozncch Anreaox (chtest pudcnkcy recehse` versnom) rummnmj om Znm`ows 2, Znm`ows :, or Znm`ows Qnsth
Joojce Kbroie (chtest pudcnkcy recehse` versnom) rummnmj om Znm`ows 2, Znm`ows :, Znm`ows Qnsth, or
Mexus 86 thdcet
Hppce [hahrn (chtest pudcnkcy recehse` versnom) rummnmj om 86.2 (Ioumthnm Cnom)
[upporte` versnoms oa Inkrosoat Oaanke 7
Inkrosoat Oaanke 466: or hdove versnom.
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Nmsthcc Inkrosoat @ymhinks KTI aor Outcool
[tep 8 7 @owmcoh` Inkrosoat @ymhinks KTI 468; aor Inkrosoat Oaanke Outcool (Outcool Kcnemt).
[tep 4 7 Omke you `owmcoh` hm` shve tbe ance you khm extrhkt nt omto h aoc`er.
Pbe Inkrosoat @ymhinks KTI 468; aor Inkrosoat Oaanke Outcool [etup wnzhr` sthrts.
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[tep ; 7 Cnkemse Hjreeiemt, Hkkept tbe cnkemse hjreeiemt, tbem kcnkl om Mext duttom.
[tep 0 7 Kcnkl om Nmsthcc Mow or Optnoms.
[tep 5 7 Nt thkl aew inmutes koipcete tbns prokess.
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[tep 1 7 hater koipcete tbns nmsthcchtnom, kcnkl om kcose duttom.
Komanjure Inkrosoat @ymhinks KTI aor Outcool 7
[tep 8 7 Hater sukkessauccy nmsthcchtnom, kcnkl om [thrt = hm` anm` Inkrosoat @ymhinks KTI 468; nm your cokhc
koiputer, um`er Inkrosoat @ymhinks KTI 468; anm` Komanjurhtnom Znzhr` tbem kcnkl om Komanjurhtnom
Znzhr`.
[tep 4 7 Kcnkl om H`` duttom, tbem secekt [erver UTC, tbem kcnkl om Pest Kommektnom duttom, hater tbem emter
user mhie hm` phsswor` Inkrosoat @ymhinks KTI, tbem kcnkl om ol duttom.
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[tep ; 7 Pbem kcnkl om Ol duttom
Nt thle aew sekom`s
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[tep 0 7 Bere you khm E`nt, @ecete tbns server hm` hcso h``. kcnkl om kcose duttom.
[tep 5 7 Mow opem your outcool.
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[ettnmj up Ihncdoxes nm Inkrosoat @ymhinks KTI 468; aor omcnme kcnemt
[tep 8 7 Kbekl tbht tbe ihncdox ns komanjure` propercy.
Jo to Mhvnjhtnom dhr hm` kcnkl om [ettnmjs, tbem kcnkl om Eihnc Komanjurhtnom, tbem kcnkl om Eihnc
Komanjurhtnom [ettnmjs.
Na you whmt to sem` e-ihncs hutoihtnkhccy wntbnm KTI vnh tbe Outcool kcnemt, kbhmje tbe [ystei [ettnmjs aor
e-ihnc `o aoccownmj kbhmje decow jnvem 7 tbem kcnkl om ol duttom.
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[tep 4 7 Hater tbem kcnkl om Ihncdoxes aor vhcn`hte hm` hpprove tbe e-ihnc h``ress oa tbe user.
[tep ; 7 Kcnkl om Mew Aorwhr` Ihncdox.
[tep 0 7 Emter eihnc H``ress, tbem kcnkl om Hpprove ihnc, tbem secekt symkbromnzhtnom ietbo`, tbem kcnkl om
Hppcy @eahuct Eihnc settnmjs, hater tbem kcnkl om [hve hm` kcose duttom.
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[tep 5 7 @nhjmostnks kbekl, Jo to tbe [thrt iemu om your ihkbnme hm` jo to tbe @nhjmostnks projrhi.
[tep 1 7 Kbekle` Outcool [ymkbromnzhtnom hm` Dhkljroum` sem` Eihnc tbem kcnkl om [hve duttom.
Komanjure User E-ihnc [ettnmjs[tep 8 7 Opem Inkrosoat Outcool, tbem jo to Poocs, kcnkl om Hkkoumt [ettnmjs.
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[tep 4 7 Bere secekt Eihnc thd hm` kcnkl om Mew duttom.
[tep ; 7 Kbekle` ihmuhccy komanjure server settnmjs or h``ntnomhc server types , tbem kcnkl om Mext duttom.
[tep 0 7 [ecekt Nmtermet E-ihnc, tbem kcnkl om Mext duttom.
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[tep 5 7 Emter mhie hm` eihnc n`, tbem secekt VOV; hkkoumt type emter nmkoinmj or outjonmj ihnc server
`ethnc, emter usermhie hm` phsswor`, tbem kcnkl om iore settnmjs aor komanjure ihnc tbem kcnkl om Pest
kommektnom.
Iore [ettnmjs 7
hater tbem kcnkl om Mext duttom.
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[tep 1 7 Kcnkl om Anmnsb duttom.
Nmsthccnmj Inkrosoat @ymhinks KTI aor Outcool usnmj tbe Koiihm` Cnme
[tep 8 7 @owmcoh` Inkrosoat @ymhinks KTI 468; aor Inkrosoat Oaanke Outcool (Outcool Kcnemt).
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[tep 4 7 Opem koiihm` proipt tbem wrnte decow koiihm` nm koiihm` proipt.
Emter KriKcnemt[etup.exe phtb. see decow.
K7SUsersSDnsp1S@esltopSoutcool=KriKcnemt[etup.exe /X /C k7Skri_kcnemt_nmsthcc.coj
KriKcnemt[etup.exe wncc rum wntb hcc `nspchy skreems.
nmsthccoaacnmekhphdncnty 7
@eterinmes wbetber oaacnme khphdncnty wncc de nmsthcce`. Zbem you nmkcu`e tbns phrhieter, oaacnme khphdncnty
hm` koipomemts hre nmsthcce`. Na you `om„t speknay tbns phrhieter, tbe omcnme-omcy kcnemt ns nmsthcce`.
/thrjet`nr 3"`rnve7Sphtb"= 7
[peknanes tbe aoc`er nm wbnkb KTI aor Outcool ances wncc de nmsthcce`.
/H 7 Krehtes hm h`inmnstrhtnve nmsthcchtnom oa KTI aor Outcool dy krehtnmj h Znm`ows Nmsthccer phklhje.
Ex 7 [etupkcnemt /X /H /thrjet`nr "SSsbhreSiskri_kcnemt_h`inm"
/X 7 Xunet io`e nmsthcchtnom. Pbns phrhieter requnres h komanjurhtnom ance nm RIC aoriht.
/C \`rnve7Y\\phtbY cojancemhie.cojY 7 Krehtes h coj ance oa nmsthcchtnom hktnvnty. ^ou iust speknay tbe ance mhie
oa tbe coj ance hm` wbere to put nt, dut tbe phtb khm„t de h rechtnve phtb, sukb hs %hpp`hth%SKTICojs.
/CQ \`rnve7Y\\phtbY cojancemhie.cojY 7 Krehtes h verdose coj ance oa nmsthcchtnom hktnvnty. ^ou iust speknay tbe
ance mhie oa tbe coj ance hm` wbere to put nt, dut tbe phtb khm„t de h rechtnve phtb, sukb hs
%hpp`hth%SKTICojs.
`nshdceoaacnmekhphdncnty 7 Zbem you speknay tbns phrhieter, KTI aor Outcool ns komanjure` to bn`e tbe –jo
oaacnme’ duttom nm tbe hppcnkhtnom. Pbns duttom cets users swntkb to KTI aor Outcool wntb oaacnme khphdncnty.
njmoreoaacnmequeue 7 Zbem you speknay tbns phrhieter, [etup wncc mot htteipt to symkbromnze nteis tbht
ihy reihnm nm tbe oaacnme queue `urnmj upjrh`e.
/R 7 Umnmsthccs KTI aor Outcool. Pbns ns h ihnmtemhmke io`e optnom tbht ns omcy hvhnchdce wbem tbe
hppcnkhtnom ns hcreh`y nmsthcce`.
[tep ; 7 KTI Outcool RIC Komanjurhtnom ance aor nm sthccnom 7
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[tep 0 7 Koiihm` exhipces aor tbe KTI aor Outcool komanjurhtnom
Pbe aoccownmj koiihm` komanjures Inkrosoat @ymhinks KTI aor Outcool wntb Oaacnme Hkkess dy usnmj h ance
mhie` komanj_kcnemt.xic nm qunet io`e, hm` outputs h coj ance mhie` kcnemtnmsthcc.coj7
Inkrosoat.Kri.Hppcnkhtnom.Outcool.KomanjZnzhr`.exe /X /n k7Skomanj_kcnemt.xic /xh /c k7Skcnemtnmsthcc.coj
KTI aor Outcool RIC komanjurhtnom ance eceiemts 73@epcoyiemts= 3/@epcoyiemts=
Pbe komanjurhtnom ance iust de h vhcn` RIC ance tbht uses 3@epcoyiemt= hs tbe root eceiemt.
3NmsthccOaacnmeKhphdncnty=true/ahcse3/NmsthccOaacnmeKhphdncnty=
[peknanes tbe type oa KTI aor Outcool nmsthcchtnom. [peknaynmj true wncc nmsthcc Inkrosoat @ymhinks KTI aor
Outcool wntb Oaacnme Hkkess khphdncnty.
3Phrjet@nr=`rnve7Sphtb3/Phrjet@nrektory=
[peknanes tbe aoc`er nm wbnkb KTI aor Outcool ances wncc de nmsthcce`.
3@epcoyiemt= 3/@epcoyiemt=
Vhremt eceiemt aor hcc oa tbe aoccownmj eceiemts.
3@nskoveryUrc=bttps7//wedsnte7portmuider3/@nskoveryUrc=
[peknanes tbe UTC aor tbe Inkrosoat @ymhinks KTI @nskovery Zed [ervnke.
3Orjhmnzhtnoms= 3/Orjhmnzhtnoms=
Pbns ns tbe phremt eceiemt aor tbe aoccownmj 3Orjhmnzhtnom= eceiemt.
3Orjhmnzhtnom Arnem`cyMhie9"Iy Arnem`cy Orjhmnzhtnom Mhie"NsVrnihry9"true"/"ahcse"=OrjhmnzhtnomMhie3/Orjhmnzhtnom=
[peknanes tbe mhie oa tbe orjhmnzhtnom tbht tbe kcnemt wncc kommekt to.
3KENVMotnankhtnom=true/ahcse3/KENVMotnankhtnom=
[peknanes wbetber KTI aor Outcool wncc ̀ nspchy tbe –N whmt to gonm tbe Kustoier Expernemke Niproveiemt
Vrojrhi’ motnankhtnom dhmmer.
Mote 7 Aor iore nmaorihtnom Kcnkl bere...
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Usnmj @ymhinks KTI Oaacnme aor tbe Outcool Kcnemt
^ou khm to de iore speknank, tbe Inkrosoat @ymhinks KTI 468; Outcool Kcnemt oaaers tbe hdncnty to thle
Inkrosoat @ymhinks KTI aor Outcool oaacnme. Zbem you jo oaacnme, Inkrosoat @ymhinks KTI aor Outcool
kopnes h sudset oa tbe Inkrosoat KTI `hthdhse to your ihkbnme. Zbnce oaacnme, you khm peraori hciost hcc
oa tbe shie aumktnomhcnty hs you khm omcnme.
Deaore you jo oaacnme, we rekoiiem` tbese steps to prephre 7
8. Kbekl to ihle sure your emtntnes hre emhdce` to jo oaacnme 7
Ihle sure tbe emtntnes you whmt to hkkess hre hvhnchdce Oaacnme.
[tep 8 7 Cojnm nm you I[ @ymhinks KTI hkkoumt.
tbem jo to mhvnjhtnom dhr, secekt settnmjs, tbem kcnkl om Kustoinzhtnom, um`er tbe kustoinzhtnom kcnkl om
Kustoinze tbe systei. see decow.
[tep 4 7 Expem` Emtnty, tbem secekt hmy emtntnes, hater tbem nm Jemerhc thd skrocc `owm tbem kbekle` Oaacnme
khphdncnty aor KTI aor Outcool.
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4. [et tbe hpproprnhte ancters to thle omcy tbe nmaorihtnom you mee` 7
[tep ; 7 Po set ancters nm Outcool 466:, opem Outcool nm your cokhc ihkbnme, tbem secekt KTI nm iemu thd,
hater tbem kcnkl om Oaacnme Ancters um`er tbe KTI .
[tep ; 7 Hater tbem kcnkl om Mew duttom um`er tbe Ancters oaacnme.
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[tep 0 7 [et tbe ancter, tbem kcnkl om [hve duttom.
emter tbe mhie hm` kcnkl om shve duttom.
Hater tbht you khm kbekl bere sthtus, you khm hktnvhte, `ehktnvhte hm` `ecete tbe ancter aor oaacnme.
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Mote 7 Aew ponmts to reieider wbnce oaacnme.
Inkrosoat @ymhinks KTI hppcnes hcc your h``ntnoms hm` kbhmjes to tbe Inkrosoat @ymhinks KTI server nm
tbe shie or`er tbht you emtere` or up`hte` nt. Na you ih`e h kbhmje to h rekor` wbnce you hre oaacnme, hm`
hmotber user kbhmjes tbe shie rekor` `urnmj tbht tnie, wbem you jo dhkl omcnme, your kbhmje wncc
overwrnte kbhmje ih`e wbnce you were oaacnme.
Zorlacows 7 Zbem you hre worlnmj oaacnme, worlacow motnankhtnoms hre mot jemerhte` umtnc you jo dhkl
omcnme.@upcnkhte @etektnom 7 Pbere ns mo `upcnkhte `etektnom wbnce you hre worlnmj oaacnme. @upcnkhte `etektnom ns
trnjjere` hutoihtnkhccy wbem you jo dhkl omcnme or symkbromnze.
Oaacnme [ekurnty Verinssnoms 7 ^ou bhve tbe shie sekurnty perinssnoms hm` rnjbts oaacnme hs wbem you hre
omcnme Bow bhs your expernemke deem wntb tbe Outcool kcnemt aor KTI? Vcehse koiiemt wntb tbe pro„s hm`
kom„s.