This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: E-mail Permissions
Before installing Microsoft Dynamics CRM for Microsoft Office Outlook, read the Installation Chapter included on the Download page.
Insert the Microsoft Dynamics CRM DVD, and then double-click Setup.exe.
On the Microsoft Dynamics CRM Setup screen, click Microsoft Dynamics CRM for Microsoft Office Outlook and follow the instructions in the Setup wizard.
Important
After installing Microsoft Dynamics CRM for Outlook, there are options that need to be set to enable you to send and receive e-mail from Microsoft Dynamics CRM using Outlook, and to determine what data is synchronized.