Hi everyone, Alvin Morales here. Recently a customer wanted to sequence Microsoft Office 2010 with Dynamics CRM 2011 using the Offline mode with Outlook, and although we don't have an official support statement on this (meaning we haven’t fully tested it) we were able to get it working with a few minor steps. Keep in mind that this was done on a "best effort" basis and it worked in this customers environment but we don’t officially guarantee these steps will necessarily work in yours. Either way, it should give you a good start on implementing something similar.
Before sequencing, you need to determine if you want offline mode or online mode. If offline mode is going to be used then SQL Express needs to be installed locally on the sequencer as well as the target machines with an instance name of CRM.
- Install the Visual C++ 2010 redistributable files locally on the sequencer and the target clients. You can find the files at the links below:
x86 : Microsoft Visual C++ 2010 Redistributable Package (x86) x64 : Microsoft Visual C++ 2010 Redistributable Package (x64)
x86 : Microsoft Visual C++ 2010 Redistributable Package (x86)
x64 : Microsoft Visual C++ 2010 Redistributable Package (x64)
- Install Windows Identity Foundation (KB974405) locally on the sequencer and target clients
- Install the deployment kit for office 2010 following the Office 2010 sequencing guide (Prescriptive Guidance for Sequencing Office 2010 in App-V 4.6 SP1).
- Copy all media files locally
I’m going to assume you’re already familiar with the basic mechanics of sequencing (virtualizing) applications using Microsoft Application Virtualization. If this is not the case, please see the App-V 4.6 Service Pack 1 Sequencing Guide.
- Install Microsoft Office 2010 pointing to Q drive. Select run all from my computer
- Once Office setup is complete, select run another setup in the sequencer and run the splash.exe from the CRM media
- From this window select Install Microsoft Dynamics CRM for Outlook
- Select custom install and select offline mode if you have SQL express installed locally. Change the path to Q: and create a subfolder within the main package to install CRM.
- Once the install is done, enable local interaction on all OSD files and save the package (see http://blogs.technet.com/b/appv/archive/2007/09/20/a-look-under-the-covers-the-local-interaction-allowed-tag.aspx for more details).
- Install all necessary prereq files on the target machines and publish the package
That’s pretty much it. Good luck and happy sequencing!
Hope this helps,
Alvin Morales | Senior Support Escalation Engineer
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There is no other CRM tool out there that has tighter Outlook integration better than Microsoft Dynamics CRM. That's why I truly appreciate it. It lets me focus on more on improving my business. It feels great to have a better and <a href="http://www.mesocrm.com">Easy CRM</a>.
Really nice recipe - thank you for this!
Based on my experience, the only thing I would change about this is that Micorsoft Online Services Sign-in Assistant should also be installed on the clients. The service has problems starting during the install of CRM when it is captured in the sequence.