Installation steps

The Excel add-in can be easily installed with click-once, make sure that .NET 4.5.2 and Windows Identity Foundation are installed. For windows 8 Windows Identity Foundation needs to be activated (link)
  1. Download the latest version from Codeplex download page
  2. Right click on ”DynamicsCRMCustomizationToolForExcel.zip” zip folder before extracting the files
  3. Go to properties and click “Unblock” and after click on apply (if unblock is not available proceed to the next step) unlock.PNG
  4. Extract all the file and click on setup
  5. Click on install when "Publisher cannot be verified" is shown. Certificate.PNG
  6. Wait until the installation is completed and after click on close
  7. The tool is ready to be use, in the Excel a new ribbon tab will be available "CRM customizations".

If you have problems to install try run as administrator the setup file.

Installation Issues
  • Update an older version
If you have already installed an older version, you need to uninstall the older one from "Control Panel\Programs\Programs and Features"
  • Certificate not trusted
One the mayor issue is due to the untrusted certificate. If click-once shows the error below the add-id is locked because it does not have a valid digital signature, to solve make sure that you have followed the step 2-3.
Error.PNG

If you still have issues to install, you should download the source code, compile and run on your machine. Please report any installation issues on the issues tracker.

Last edited Dec 30, 2014 at 1:06 PM by simone_tagliaro, version 6