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CRM Getting Started Guide

System Requirements

Supported operating systems: Windows 8, Windows 7, Windows Vista, Windows XP

Microsoft Dynamics CRM for Outlook can be installed on computers that have any combination of the following:

Windows operating systems:

  • Windows 7 (both 64-bit and 32-bit versions)
  • Windows Vista (both 64-bit and 32-bit versions)
  • Windows XP with SP3
  • Windows Server 2008 and Windows Server 2003 when running with Remote Desktop Services (formerly Terminal Services)
Microsoft Office:
  • Microsoft Office 2010 (32 or 64-bit versions)
  • Microsoft Office 2007 (32-bit versions)
  • Microsoft Office 2003 SP3 (32-bit versions)

Internet Browser Choices:

  • Microsoft Dynamics full client will only work current in Internet Explorer Version 8 or above.  To find out which version you are using navigate to the right hand corner of your screen and click on the tool cog, then navigate to the about version.  Click Here for Microsoft Internet Explorer Download.
  • You can access CRM in other Browsers however you will only be able to see the mobile version with limited functionality.
  • Microsoft are updating CRM to support other browsers in an update due Q4 2012

On Premise Server Requirements

  • Microsoft Windows Server 2008 64 Bit or Later
  • Microsoft SQL Server 2008 64 Bit SP2 or R2

Online Security Information

Click Here to access the Microsoft CRM Online Security Information

Important things to check first

  • Windows Updates are Up to Date
  • Windows live Essential is Installed Click Here
  • Uninstall Microsoft Frontpage as this will cause compatibility issues
  • Windows 8 Enterprise Right Click on Start Button and Navigate to Control Panel then Programs and Features.  Navigate to Turn Windows Features On or Off.  Go down the list and make sure there is a tick in the box next to Windows Identity Foundation 3.5

User Administration

Click Here For Information on User Administration.


Microsoft Technical Numbers

For Customers who Purchased Prior to September 2012 Contact 0800 3762862 and choose technical support option

For Customers who purchased or have active trial after September 2012 Contact 0800 032 6417 and choose technical support option.

If you are still experiencing difficulty then contact or telephone 01225 336096.