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Microsoft® CRM Sales for Outlook (the Outlook client) is the integrated Microsoft Outlook® client for Microsoft Business Solutions CRM that enables access to the same data as the Microsoft CRM Web application. Additionally, the client application also includes offline functionality. In the past, it has been required that the person installing and using the Outlook client be a valid Microsoft CRM user with roles and a license, and a local administrator on the client computer. Using the update program and the manual configuration procedures explained in this article, you can now configure the client computer so that a Microsoft CRM user does not have to be a local administrator to use the Outlook client.
Note Local administrator credentials must be provided to install the Outlook client. Also, installing future client updates and hotfixes will require local administrator rights to be regranted. The administrative rights can be removed again after any update or hotfix is installed.
Configuring the Outlook client to operate with reduced permissions requires a series of manual steps and downloading, extracting, and running a script program.
The download package is available from the Microsoft Download Center:
For additional information about how to download Microsoft Support files, click the following article number to view the article in the Microsoft Knowledge Base:
119591Microsoft has scanned these files for viruses. Microsoft used the most current virus-detection software that was available on the date that these files were posted. These files are stored on secure servers that prevent any unauthorized changes to these files.
(http://support.microsoft.com/kb/119591/EN-US/ )How to Obtain Microsoft Support Files from Online Services
Installation informationInstallation information is specified in the following procedures.
File informationThe English version of this file has the file attributes as listed in the following table. The dates and times for this file are listed in coordinated universal time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, click the Time Zone tab in the Date and Time tool in Control Panel.
Microsoft CRM Sales for Outlook
Download file name: CRM1.2-KB841124-Client.exe
Date Time Version Size File name ---------------------------------------------------------- 18-Apr-2004 10:07 5.2.3790.0 36,864 regini.exe 4-Aug-2004 05:29 None 87 mscrm.ini 27-Jul-2004 05:58 None 1,763 outlooksec.cmd 18-May-2004 10:18 None 264 outlooksecmain.cmd
ProceduresPerform the following steps to configure the Outlook client computer so that a Microsoft CRM user does not have to be a local administrator to use the Outlook client. These procedures are general in nature. Detailed procedures where appropriate are provided later in this article.
Note For these procedures to work correctly, both the administrator and the user must be valid users in the Active Directory domain that contains the Microsoft CRM server.
Detailed ProceduresAdd a user to the local administrators group
FAT32 File SystemsIf you change the file system on the client computer from FAT32 to NTFS, you will have to re-install the Microsoft CRM Outlook client, and then follow the steps in this article to enable the client to function with reduced permissions.
Microsoft CRM Integration for Great PlainsIf your organization is using Microsoft CRM Integration for Great Plains®, Microsoft recommends that you install the integration server before you install any Outlook clients. This will make sure that all Outlook clients work correctly in an integrated environment. If you have already installed an Outlook client before installing the integration server, you need to modify the registry on the client computer. This will enable an offline Outlook client to function correctly in the integrated environment.
Important This article contains information about modifying the registry. Before you modify the registry, make sure to back it up and make sure that you understand how to restore the registry if a problem occurs. For information about how to back up, restore, and edit the registry, click the following article number to view the article in the Microsoft Knowledge Base:
256986Edit the registry
(http://support.microsoft.com/kb/256986/ )Description of the Microsoft Windows Registry
Uninstall informationA Microsoft CRM Outlook client user who does not have local administrator rights can successfully uninstall the Outlook client. However, local administrator rights are needed to remove MSDE and the Microsoft CRM registry keys.