CRM Installation (from Software Centre)

CRM (customer relationship management) is a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.)

In order to use CRM, you must have a CRM account.  If you don't have one, please request one by going to the Computer Services website and submitting a ticket. 

CRM is used mainly by International and Marketing.  If you are not one of these groups, please first discuss the need for CRM with your manager.

If you have a CRM account, you need to be authorized to install CRM before you can do so using this method.  From this point forward, we'll assume you have a CRM account and that you've been authorized to install from the Software Center.

You may install the software yourself by following these steps:

1. Close Outlook
2. Click Start
3. Find "Software Center" in the list of tiles showing (probably under "RRU Applications" as seen in the picture below:
   
   
   
4. If you don't see "Software Center" showing there, you can also click on the magnifying glass and type "Software Center" in the space provided.  Software Center should be found and displayed at the top of the screen in the search results as shown in this screen shot:
   
   
   
5. Click to open Software Center 
6. Click on Install CRM 2016 x64 only.
7. Click Install
   
   Let it run.  Outlook must remain closed until it is finished.  It will uninstall Office 365 and install Office 2016.  Installation can take 30 minutes.
   
   Once it is complete, the computer will restart.

Configuration

1. f you install CRM2016 successfully, you will need to run “Configuration wizard” under Microsoft Dynamics 2016 from Program Menu.

2. Input “https://crm.royalroads.ca/RRU” in the field “Add a Microsoft Dynamics Organization”.

3. If it completes without any error messages, you are done with the installation.