Connect to another organization in Microsoft Dynamics CRM for Outlook

1. Close Outlook.

2. Click or tap Start, point to All Programs, click or tap Microsoft Dynamics CRM 2013 > Configuration Wizard.

3. In the wizard, click or tap Add.

4. In the Server URL box, type the URL address for the Microsoft Dynamics CRM server, for example, http://adventure-works.

5. Click or tap Test Connection.

6. If necessary, click or tap Change to type your user name and password for the server. Then, click or tap Test Connection again.

7. In the Organization box, select the name of your organization.

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

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

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

10. In the wizard, click or tap Close.

To use Microsoft Dynamics CRM for Microsoft Office Outlook, you must sign in with your credentials (an email address and password). You may choose to save this information locally so that you aren't asked for your credentials each time you open Microsoft Outlook. If you choose to save this information, CRM for Outlook will automatically connect to Microsoft Dynamics CRM every time you open Outlook.
After the first time you sign in and use CRM for Outlook, the connection between your computer and CRM will always be open when you have access to the Internet. You may choose to turn off the connection between your computer and CRM through the Options area. If you choose to clear this option, CRM for Outlook may suffer from decreased performance.
You can use CRM for Outlook to track email in CRM. If you do, the email thread will be visible to the users in your organization who have permission to view it.
For every email you receive, CRM for Outlook will send CRM the sender's email address, the recipient's email address, and the subject line of the message. This enables CRM to validate whether any particular mail should be stored by the CRM service. When an item is tracked, a copy of that item will be maintained by the CRM service and will be visible to the other users in your organization who have the right permissions. When an item is untracked, that copy is automatically deleted from the CRM service only if that item is owned by you.