creating CRM record and linking it to CRM accounts/contacts) Without MS Exchange or POP3 you will not be able to get incoming emails into CRM. Outgoing emails (such as workflow notifications, campaign emails, etc.) are sent through SMTP server.MS Exchange or POP3 (IMAP is not supported).
Google Chrome (latest publicly released version) running on Windows 8.1 or Windows 8, or Windows 7, or Google Nexus 10 tabletĪpple Safari (latest publicly released version) running on Mac OS X 10.8 (Mountain Lion), 10.9 (Mavericks), 10.10 (Yosemite), or Apple iPad.įirefox and Google Chrome (redirects to CRM Mobile).Mozilla Firefox (latest publicly released version) running on Windows 8.1 or Windows 8, or Windows 7.
See the full list of requirements here and here. CRM has to be installed on a set of servers joined to AD.
More software requirements are provided here.
This plugin is not available for Mac OS or Linux OS. A CRM for Outlook plugin should be installed on each Windows computer. The ability to track emails, create cases from email messages, and synchronize appointments and tasks is only available for users who work on Windows OS with installed MS Outlook 2010 or higher versions. You can find more information here and here. Currently, the control is only available for Windows OS, and Mac OS and Linux OS is not supported. This add-on should be installed for each user who wants to use the print feature in CRM. The ability to print reports from CRM is only available with the Microsoft ActiveX control, RSClientPrint. On the client side, any supported web browser can be used for uploading and browsing files. If you implement a SharePoint integration into your application, please note that a SharePoint Server with List Component for Microsoft SharePoint must be deployed to the SharePoint Server or use Server Side Integration. The ability to integrate CRM with SharePoint has proven to be a valuable CRM feature. Both features are not supported on Mac OS or Linux. Mac OS and Linux users will be limited to only sending emails directly from CRM.īefore making a decision on where to run MS CRM, you should consider that CRM features such as export data to MS Excel or the Mail Merge functionality are only available on Windows OS with Microsoft Office 365, Microsoft Office 2016, 2013, or 2010. In addition to that, Windows users have the ability to track incoming emails by installing MS Outlook and the CRM for Outlook plugin. With Windows OS, users will have the native ability to send emails from CRM. If this functionality is needed for your end users, we suggest setting up a mailbox to use POP3, since most IMAP servers support older POP3-protocols.Įmail tracking requirements correlate to the previous category for email processing. Email queue tracking for CRM (email queues are basically a mailbox that links to CRM queue).creating a CRM record and linking it to a CRM account or contact) Without MS Exchange or a POP3-compliant server you will not be able to get incoming emails into CRM, including this functionality: Unfortunately, IMAP-compliant email servers are not supported.
More information is provided here.Ī Microsoft Exchange Server or access to a POP3-compliant email server is mandatory for email processing. Google Chrome is compatible with CRM on Windows or Google Nexus 10, however, modal dialog functions may not be available since Google stopped supporting them.
Starting from the CRM 2011 Update Rollup 12, Safari is fully compatible with CRM running on Mac OS X. Internet Explorer can be used on Windows devices and Firefox works great on Windows and Linux. You can find more software requirements here.Īll of the recent web browser versions will support access to Microsoft CRM.
A Microsoft CRM Server cannot be installed in Linux or Mac OS environments. MS SQL Server 2012 or higher is required for database management. Your CRM server should be installed on a Microsoft Windows server with a Microsoft Windows server active directory infrastructure. In today's blog, we will discuss the compatibility of key CRM features and integration points with Window OS, Mac OS and Linux OS.Ī Windows server operating system is required for Dynamics CRM.
Thinking about running CRM on Mac OS or Linux devices? If so, you need to know the system requirements and prerequisite technologies.