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Table of Contents

  1. Internet Explorer
    1. Add Trusted Sites
    2. Configure Custom Level
    3. Pop-up Blocker Exceptions
    4. Advanced Settings
  2. CRM for Outlook
    1. Initial Configuration of CRM for Outlook
    2. CRM for Outlook Settings
    3. Duplicate Contact Cleanup
    4. Reconfiguring & Reinstalling Client
  3. Antivirus Exclusions & Whitelisting

1.0 Internet Explorer         

 

This section covers all Internet Explorer-related settings.

1.1 Add Trusted Sites

First we need to classify certain websites as Trusted Sites in Internet Explorer’s options.

  1. Open Internet Explorer
  2. Select the Settings dropdown (Gear Icon)
  3. Click on Internet options
  4. In the new Dialog Box, click on the Security Tab
  5. On the Security Tab, click on Trusted Sites
  6. After selecting Trusted Sites, click on Sites
  7. This will open another, new Dialog Box where you can add trusted sites
  8. Uncheck Require server verification (https:) for all sites in this zone and add the list after the image one-by-one

List of Trusted Sites to Add

            Online

            On-Premise

            CRM Add-ons

1.2 Configure Custom Level

Next, configure the custom level settings for your Trusted Sites & Internet.

  1. On the Security Tab of Internet Options with Trusted Sites selected (section 1.1, steps 1-5), click on the Custom level… button
  2. This will open a new Dialog Box – Match your settings to those below (they are in order of appearance, sorted by section

ActiveX controls and plugins

  • Enable Automatic prompting for ActiveX controls
  • Enable Download signed ActiveX controls
  • Set Download unsigned ActiveX controls to Prompt
  • Enable Initialize and script ActiveX controls not marked as safe for scripting
  • Enable Run ActiveX controls and plug-ins
  • Enable Script ActiveX controls marked safe for scripting*

Miscellaneous

  • Enable Access data sources across domains
  • Enable Allow dragging of content between domains into separate windows
  • Enable Allow dragging of content between domains into the same window
  • Enable Allow scripting of Microsoft web browser control
  • Enable Allow script-initiated windows without size or position constraints
  • Enable Display mixed content
  • Set Launching programs and files in an IFRAME to Prompt
  • Enable Navigate windows and frames across different domains

User Authentication

  • Set Logon to Automatic login with current username and password
  1. Once you have matched these settings, click OK to save them
  2. On the Security Tab, select the Internet zone and click Custom level…
  3. Under the Miscellaneous section, make sure Display mixed content is set to Enable

    1.3 Pop-up Blocker Exceptions


    If you have chosen to enable the Internet Explorer Pop-up Blocker (recommended by Atrio), you will need to add the sites specified below to the exception list.  To access the pop-up blocker exception list:

    1. Select the Privacy Tab in Internet Options (see section 1.1 steps 1-3 for opening Internet Options)
    2. On the Privacy Tab, make sure that Turn on Pop-up Blocker is checked
    3. Click on the Settings button to open the exception list
    4. This will open the exception list – add each applicable site from the list below

    Pop-up Blocker Exception List

    • *.crm.dynamics.com for CRM Online
    • *.<Your_Domain>.com for CRM On-Premise IFD and/or SharePoint On-Premise

      (e.g. *.atriosystems.com)

    • <Your_CRM_Server> for CRM On-Premise not exposed to Internet (e.g. if your CRM is http://atriocrm, then you would add atriocrm to the exception list)
    • *.clickdimensions.com for ClickDimensions Web Analytics
    • *.insideview.com & *.insights.com for InsideView
    • *.sharepoint.com for SharePoint Online
    • *.microsoft.com for Microsoft logins
    • *.live.com for some Windows Live logins
    • localhost for Offline Access

          5. Once you have added the applicable sites, click Close

    1.4 Advanced Settings

    Internet Explorer requires additional security settings for CRM systems that are available outside your firewall such as CRM On-Premise using Active Directory Federation Services (ADFS) and CRM Online.  To change Internet Explorer’s Advanced Settings:

    1. Select the Advanced Tab in Internet Options (see section 1.1 steps 1-3 for opening Internet Options)
    2. Change the following settings, or ensure their validity (they are in order of appearance)

    List of Advanced Settings

    • Uncheck Do not save encrypted pages to disk
    • Uncheck Empty Temporary Internet Files folder when browser is closed (Known to cause issue with Outlook)
    • Uncheck Enable Enhanced Protected Mode (Known to cause issues for ClickDimensions, Insights, & CRM)
    • Check Use SLL 2.0
    • Check Use SLL 3.0
    • Check Use TLS 1.0
    • Check Use TLS 1.1
    • Check Use TLS 1.2

    2.0 CRM for Outlook

     

    This section covers all CRM for Outlook-related settings.

     

    The most recent version of CRM 2016 for Outlook can be downloaded here.

    2.1 Initial Configuration of CRM for Outlook

    To start off, you will need to configure your CRM organization with Outlook.  To do this, you:

    1. Close Outlook
    2. From the Start Menu, search for & open Configuration Wizard
    3. Once opened, click the Add button
    4. If you are using CRM Online, simply select CRM Online for the server address, otherwise type in your CRM URL (same URL as the one you added to Trusted Sites in section 1.1)
    5. For CRM Online, if your login credentials for your computer are the same ones that you use for CRM, then check the box to “use current credentials” – it may still prompt you to log in
    6. Once the organization has finished being added, then close the wizard and open Outlook again

    2.2 CRM for Outlook Settings

    1. In the top left of Outlook, select File
    2. Then, along the left side, select the CRM tab
    3. On the CRM tab, click on Options (Set Personal Options)
    4. This will open a new dialog box with multiple tabs – match your settings to those in the images below

    Recommended Settings for General Tab:

    • Check Task & Contact for Select which forms to use for new activities
    • Set Records per page to 250 for less paging, or 50 for increased performance

    Recommended Settings for Synchronization Tab:

    • Set Synchronize the CRM items in my Outlook folders to every 15 minutes

    Recommended Settings for Email Tab:

    • Check Allow other Microsoft Dynamics CRM users to send email on your behalf
    • Check Check incoming email in Outlook and determine
    • Set Track to Email messages in response to CRM email
    • Uncheck the Create box under Automatically create records…

    Recommended Settings for Address Book Tab:

    • Match all… for both Contacts & Other record types

    Recommended Settings for Local Data Tab:

    • These settings are only necessary for laptop users who enabled offline-use during their CRM for Outlook installation
    • Set Update local data to every 60 minutes
    • Check Enable duplicate detection during offline to online synchronization

    2.3 Duplicate Contact Cleanup

    If you find yourself with Duplicate CRM Contacts in Outlook, this process can be applied to clean them up and remove the doubles.

    1. Go to File -> CRM -> Synchronize -> Filter. Disable filters for Contacts, Tasks, and Appointments
    2.  
    3. Synchronize with CRM to get an updated list of Outlook contacts
    4. Create a .PST file. Go to File -> Account Settings -> Data Files
    • Click Add…

    • Add an Outlook data file (.PST)

    1. For each of the People, Tasks, and Calendar sections in Outlook
      • Click on the related section
      • Go to View and Change View to the list view

    • On the left hand side of the screen, right click the Calendar, Contacts, or Task folder depending on what section you are in
    • Create a New Folder

    • Place it under your newly created .PST file
    • Ctrl + A (select all) on the list view under Calendar, Contacts, or Task and paste all of them into the newly created folder
    1. Delete all duplicate contacts that are not your own personal contacts
    2. Synchronize with CRM
    3. Go to File -> CRM -> Synchronize -> Filters. Enable filters for Contacts, Tasks, and Appointments

    1. Synchronize with CRM again to retrieve contacts from CRM

    2.4 Reconfiguring & Reinstalling the Client

    Each time you reconfigure (using the configuration Wizard) or re-install CRM for Outlook you should take some preparatory steps to stop data duplication in Outlook and CRM. Follow these steps if you:

    • Run the configuration wizard to remove and re-add the CRM organization
    • Uninstall CRM for Outlook and reinstall CRM for Outlook to the same Outlook user profile
    • Recreate the Outlook user profile

    To prepare for the above changes perform the following steps:

    1. Create a .PST file
    2. Move the following data from the original Outlook file (OST or PST file) to the new PST file (CRM records have a CRM icon vs an Outlook icon; see section 2.3 – step #4 for an example):
      • CRM contacts
      • CRM tasks
      • CRM appointments
    3. Reconfigure CRM for Outlook or uninstall/reinstall CRM for Outlook.  The CRM data will not re-sync with Outlook. Remember to apply the latest update rollup if you reinstall CRM for Outlook
    4. When finished you can archive (or delete) the PST file created in step 1

    3.0 Antivirus Exclusions & Whitelisting

    Antivirus Whitelist

    • *.<Your_Domain>.com for CRM On-Premise IFD and/or SharePoint On-Premise (e.g. *.atriosystems.com)
    • *.crm.dynamics.com for CRM Online
    • *.sharepoint.com for SharePoint Online

    Antivirus Exclusion List

    • %LocalAppData%\Microsoft\MSCRM\Client\
    • %AppData%\Microsoft\MSCRM\Client\
    • %ProgramFiles%\Microsoft Dynamics CRM\ (for 64-bit installations)
    • %ProgramFiles(x86)\Microsoft Dynamics CRM\ (for 32-bit installations)