Connect to Another Organization in Microsoft Dynamics CRM for Outlook

When you are in Outlook, if you are a member of more than one organization, you can change the Microsoft Dynamics CRM organization while you are online. This feature is not available when you are offline.

Can I do this task?

Note

You must be a member of more than one organization to connect to a different organization. If you need to be added to additional organizations, contact your system administrator.

1. Close Outlook.
2. Click Start, point to All Programs, click Microsoft Dynamics CRM 2011, and then click Configuration Wizard.
3. In the Microsoft Dynamics CRM for Outlook Configuration Wizard, click Add.
4. In the Configure Organization dialog box, in the Server URL box, type the URL address for the Microsoft Dynamics CRM server. For example, http://adventure-works.
5. Click Test Connection.
6. If necessary, click Change, to type to type your user name and password for the server. Then, click Test Connection again.
7. In the Organization box, select the name of your organization.

   A display name for organization is shown in the Display Name box.

   If you want, type a different name for your organization.

8. If you want to automatically synchronize e-mail messages, tasks, appointments, and other Microsoft Dynamics CRM activities with the organization, select the Synchronize with this Organization check box.

   If you are prompted about whether you want to change your synchronizing or primary organization, click OK to change the organization.

   - OR -

   Click Cancel to continue to synchronize e-mail messages, tasks, appointments and other Microsoft Dynamics CRM activities with your original organization.

   Note

   You can synchronize information with only one organization. You can connect to or work with more than one organization. If you connect to more than one organization, they are both listed in the Navigation Pane.

9. Click OK.
10. In the Microsoft Dynamics CRM for Outlook Configuration Wizard, click Close.
11. Tip

    You can manually synchronize information between Outlook and Microsoft Dynamics CRM on your primary computer. For more information about how to manually synchronize information, see Synchronize with Outlook manually.