When installing the Outlook plug-in for Microsoft Dynamics CRM, you may be running into authentication issues when using the Dynamics CRM Outlook plug-in configuration wizard. Make sure you have the correct Dynamics CRM Outlook plug-in architecture as there is one for 32 bit and another for 64 bit installations. (Outlook plugin architecture depends on the MS Office architecture and not on the Operating system’s architecture. (For eg. you could be having 64-bit OS with 32 bit MS Office)
Verify this by starting “Outlook” and navigating to File → Office Account → About Outlook.
You should be able to see the architecture of Outlook. Below is a snapshot of Outlook in a 64 bit OS.
Based on the CRM version, you may need to download Outlook client from the reference URLs given below:
CRM 2016 https://www.microsoft.com/en-in/download/details.aspx?id=50370
CRM 2015 https://www.microsoft.com/en-in/download/details.aspx?id=45015
CRM 2013 https://www.microsoft.com/en-in/download/details.aspx?id=40344
Note: Most systems will use the version ending in i386 (32 bit) or the version ending in adm64 (64 bit). If you’re unsure, before installing, you can check and see what version you will need.
Alternatively, it could be for as simple a reason as your CRM Website is not considered as Trusted / Intranet site. This can be fixed by adding your CRM Website under the Trusted / Intranet site list in the Internet Options.
Using this resolution, you may also resolve the issues like Dynamics CRM forms not getting opened from the Outlook client when double clicking the record from a view
Please follow the installation guideline present along with the application. Hope your application will start working perfectly!!!
If you would like to know more about our MS Dynamics CRM Services, then do leave an enquiry with us here.