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Microsoft Dynamics CRM 3.0 New User Setup using Outlook Terminal Services Client

 

1.       Add the user to Active Directory

  1. Click Start, click All Programs, click Microsoft CRM, and then click Deployment Manager.

  2. Select the User Manager business, i.e. Atrio Systems Inc.

2.       Add the user to CRM using the CRM Deployment Manager

  1. Right click, select All Tasks, and then select Create Microsoft CRM Users.

  2. Click Next to continue.

  3. Select the new User that is to be added and click >.   The user’s name should now show in the box User Name.  Click Next.

  4. Select the Business Unit which these users should be added.  Click Next.

  5. Select the Security Roles to which the user should be assigned.  Click Next.

  6. Select the Site from the list, if applicable.  Click Next.

  7. Click Create to create the user.

3.       Create a terminal server profile for the user.
 

4.       Add the CRM add-on to the terminal server profile

  1. Log in as the new user.

  2. Make sure the user is a local administrator on the machine.

  3. Make sure that Outlook works by opening Outlook to verify the profile is valid.

  4. To run this from the command prompt.  Click Start, click Run, type cmd, and then click OK.

  5. Type CD <directory>

    Where <directory> is the directory where the configuration scripts are located on the network share.

    Murray Percival location: E:\ccr\TSCRM\CRM_TS

  6. Type  terminstall.cmm install to run the scripts.  If an uninstall is needed the command is To Terminstall.cmd uninstall

  7. The script should run and show progress in the cmd window.

  8. Type exit to close the cmd window.

5.       Run the Rule Deployment Wizard on the email server for the new user.

  1. Click Start, click All Programs, click Microsoft CRM, and click Microsoft CRM-Exchange E-mail Router, and then click Rule Deployment Wizard.

  2. Click Next to continue.

  3. Click Select a Microsoft CRM Server , select the correct Deployment, and then click Next.

  4. Type in the Forward E-mail Address and click Next.

  5. Select the user for the rule deployment.

  6. Select Deploy rule to user mailboxes and then click Next.

  7. Click Next to continue.

  8. Click Finish.

6.       Configure Microsoft Internet Explorer on the new user’s computer.

  1. In Internet Explorer, select Tools, and then click Internet Options.

  2. Select the Security tab and select Local intranet.

  3. Click the Sites button and then click the Advanced button.

  4. Enter the CRM site address, i.e. http://crm:5555, and click Add. 

  5. Click Close, and then click OK.

  6. Click Custom level. . .

  7. Select Enable for the selection Initialize and script ActiveX controls not marked as safe for scripting under the group ActiveX controls and plug-ins

  8. Select Enable for the selection Run ActiveX controls and plug-ins under the group ActiveX controls and plug-ins

  9. Select Enable for the selection Script ActiveX controls marked safe for scripting* under the group ActiveX controls and plug-ins

  10. Click OK to close Security Settings and then click OK again to close the Internet Options window.

  11. On the Tools menu, select Pop-up Blocker, then select Pop-up Blocker Settings.

  12. In the Pop-up Blocker Settings, add the CRM Server address, i.e. http://crm:5555/,  to the Allowed sites.

  13. Click Close to close the Pop-Up Blocker Settings.

 

7.    Configure Microsoft Outlook Address Book on the new user’s computer.

  1. Open Microsoft Outlook.

  2. On the Tools menu, select Address Book.

  3. On the Tools menu in the Address Book window, select Options.

  4. In the box Show this address list first select CRM Contacts.

  5. Click OK to close the window.

  6. On the File menu, select Close to close the Address Book window.
     

8.    Configure Microsoft Outlook CRM options on the new user’s computer

  1. Open Microsoft Outlook.

  2. On the CRM menu, select Options

  3. Click on the Synchronization tab.

  4. In the group, Synchronize Microsoft CRM items with my default Outlook folders, uncheck the item Contacts.

  5. In the group, Set Synchronizing Client, check the item Set this computer to be the Synchronizing client.  If this box has already been checked it will be grayed out.

  6. In the group, Schedule automatic synchronization with Outlook, uncheck the item Synchronize the items in my Outlook folder at startup.

  7. Click OK to close the window.

 

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