Most Valuable Professional or MVP spotlight on CRM Outlook Profile and CRM Online Trials


This is an extract from the MVP Award Program blog and a post by Dynamics CRM MVP Donna Edwards

From the post: (click to see the entire detailed article)

“I frequently setup Microsoft Dynamics CRM online trials for various reasons; training, demos, development, etc. I often want to use the CRM outlook Client with the trials but do not want to use my Outlook work profile with the trial accounts.

There are several strategies available for using an alternate Outlook profile for a Dynamics CRM Online trial. One of the easiest I’ve found is to create an Outlook profile and configure Outlook to prompt for the profile you would like to use when starting Outlook.  Here’s the steps to create an alternative Outlook profile in Outlook 2013 and install the CRM Outlook client to that profile.

This post assumes you have familiarity with and access to the Windows Control Panel and Mail features and you created an Office 365 and CRM Online trial account. You need an Office 365 trial account because you need Exchange Online to configure the email account in Outlook.”

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