Configure CRM 4.0 Client for Microsoft Outlook for Terminal Server
Posted Wednesday, February 4th, 2009
I was recently asked to do a little research regarding CRM 4.0 Client for Microsoft Outlook configuration through Terminal Server. I needed a quick answer, so I called on Microsoft. Here is what I got in return:
Question: If the CRM 4.0 Client for Microsoft Outlook is installed on a terminal server, will every user that accesses outlook be able to use the CRM outlook client? For example, we want 2 people to be able to use the outlook client, and 2 people to not use the outlook client going through terminal server. Is this possible?
Answer: The user will have to be setup as a user in CRM and they would have to run through the configuration wizard. If the user is in CRM and the outlook client is installed locally on the users’ machine, each user will have the ability to configure the outlook client. Follow the configuration wizard and confirm that the toolbar exists in the users’ outlook. This is standard procedure for MS CRM 4.0 Outlook Client install.
If you wish to take away the configure button from certain users you can add the following registry* keys:
1. HKCU\Software\Microsoft\Office\Outlook\Addins\crmaddin.Addin\LoadBehavior DWORD 2
2. HKCU\Software\Microsoft\Office\Excel\Addins\crmexceladdin.Addin\LoadBehavior DWORD 2
*This solution involves making changes to the registry. It is not suggested that changes made to the registry be used as a first option. If possible, alternatives such as a MS Hotfix or MS rollup should be used to try to solve the issue, before modifying the registry. If you do decide to modify the registry, it is suggested that the modifications are rolled out through a group policy in active directory, by an IT Director, Technical Specialist or MIS department. Serious problems might occur if you modify the registry incorrectly by using Registry Editor or by using another method. Be sure to backup the registry before making changes in the registry editor. Any problems might require that you reinstall your operating system. I.B.I.S,. Inc. cannot guarantee that these problems can be solved. Modify the registry at your own risk.
Registry Backup
Go to Start - Run - and type ‘Regedit’
a. Make a backup of the registry by (in the Registry Editor) right-clicking on My Computer and selecting Export.
b. Select a location for the export file and name it.
c. Click Save.
Hope this helps!
Tags: Configuration, Outlook Client, Terminal Server
Posted in Dynamics CRM, Outlook Client
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