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xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

The xRM.com Writing Team crm help CRM Online crm support Microsoft Dynamics CRM

Microsoft will officially release its flagship product, Microsoft Windows 8, to the public on October 26, 2012. As is always the case with a new major operating system update, many applications and drivers require updates to function properly. We wanted to know if the Microsoft Dynamics CRM Online for Microsoft Office Outlook plugin would function properly on Windows 8, so we grabbed a pre-release version of Windows 8 and tested it out. We’re happy to say that it worked exactly as we expected it too, without requiring any updates. We documented our steps below so you could follow along and get a peek at the new Metro interface!

First, we download the Windows 8 Release Preview and install it just as we would have any other operating system (pictured below); using all of the default settings to ensure everything works “out-of-the-box”. The installation is mostly automated and pain free.

 xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

After the Windows Setup finishes, the computer restarts and we are greeted with the new user interface, “Metro” (pictured below). Metro is mostly an overhaul of what was previously known as the “Start Menu”, and it functions as a hub for frequently used applications on your computer. There are shortcuts to familiar applications such as Mail, Calendar, and the Desktop. There are also shortcuts to new applications such as SkyDrive, Store, and Messaging. Metro comes preloaded with a few widgets, such as Stocks and Weather, and more are available for download at the Store.

 xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

At the bottom of Metro is a scrollbar. Scrolling this bar to the right reveals more applications. We scroll it all the way to the right until the list of Microsoft Office 2013 applications populate and then we click Outlook 2013.

 xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

The Microsoft Outlook Preview opens, and the interface improvements look slick (see below). We close the window by clicking X in the top right corner.

 xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

After closing the Microsoft Outlook Preview, we’re left at the familiar Microsoft Windows Desktop (see below). We open Internet Explorer, and download the latest version of the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook plugin. We install it using the default settings, and then download and install Microsoft Dynamics CRM Update Rollup 10. These steps aren’t pictured because they are no different on Windows 8 than any other operating system.

 xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

After we finish installing the Dynamics CRM for Microsoft Office Outlook plugin and Update Rollup 10, we open the Outlook 2013 preview by navigating to Metro > Outlook 2013. The Microsoft Outlook Preview opens. We look at the bottom of the screen at the navigation menu, and click on the name of our CRM organization, “xRM Demo 1”.

 xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

Now we’re feeling right at home, with the normal CRM options available and the ribbon loaded (see below).

 xRM Tests the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Plugin with Windows 8

It’s not too late to download the Windows 8 Preview Release and test it out. For the latest news and more on Windows 8 and Microsoft Dynamics CRM, keep following the xRM.com Microsoft Dynamics CRM Blog.



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