Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms/CRMDesktopWin/DeviceReqs.htm

## Device and Software Requirements for CRM Desktop (Windows)

The CRM Desktop (Windows) app runs on Windows 11 and Windows 10 Build 16299 ([Fall Creators Update, version 1709](https://docs.microsoft.com/en-us/windows/iot-core/release-notes/commercial/fallcreatorsupdate)) or later with a 64-bit OS. Running the app on a virtual machine is not supported.

The CRM Desktop (Windows) app requires a keyboard and mouse.

The following are the minimum specifications to ensure the best experience when using the CRM Desktop (Windows) app:

* Processor – Any modern x86-based 64-bit processor with a minimum of 4 cores
* Memory – 16 GB RAM is recommended. Minimum 8 GB RAM.
* Hard disk space – 256 GB SSD is recommended. Minimum 256 GB.
* Screen resolution – Minimum 1920 x 1080
* Graphics – At minimum, an Intel HD Graphics 4000 is required. When using integrated graphics hardware, graphics are driven by the central processor since the graphics unit is built on the same package as the core processor.
* Monitors - When sharing CLM content from the desktop, Veeva recommends using CRM Desktop (Windows) on a Windows machine with a single desktop and monitor

Users must have both .Net 8 and WebView2 installed in order to receive updates to the application.

### Configuring Vault CRM Functionality on CRM Desktop (Windows)

Admin users can configure the CRM Desktop (Windows) app for CLM, Engage meetings, or both. The following table provides a high-level overview of the VMOCs on the crm\_engage\_\_v platform (labeled CRM\_Desktop\_Windows) needed for each configuration option.

Ensure the device\_\_v field is set to crm\_engage\_\_v (label: CRM\_Desktop\_Windows).

| VMOC | CLM Only | Engage Only | CLM and Engage |
| --- | --- | --- | --- |
| call2\_\_v |  |  |  |
| call2\_detail\_\_v |  |  |  |
| call2\_key\_message\_\_v |  |  |  |
| clm\_presentation\_\_v |  |  |  |
| clm\_presentation\_slide\_\_v |  |  |  |
| content\_preference\_\_v |  |  |  |
| directory\_\_v |  |  |  |
| key\_message\_\_v |  |  |  |
| language\_\_sys |  |  |  |
| message\_\_v |  |  |  |
| multichannel\_settings\_\_v |  |  |  |
| my\_setup\_products\_\_v |  |  |  |
| object\_type\_\_v |  |  |  |
| product\_\_v |  |  |  |
| product\_group\_\_v |  |  |  |
| user\_\_sys |  |  |  |
| veeva\_settings\_\_v |  |  |  |

#### CLM

To configure the CRM Desktop (Windows) app for CLM, ensure [CLM](../../Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm) is configured and VMOCs for the following objects are active for the crm\_engage\_\_v platform (labeled CRM\_Desktop\_Windows):

* call2\_\_v
* call2\_detail\_\_v
* call2\_key\_message\_\_v
* clm\_presentation\_\_v
* clm\_presentation\_slide\_\_v
* content\_preference\_\_v
* directory\_\_v
* key\_message\_\_v
* language\_\_sys
* message\_\_v
* multichannel\_settings\_\_v
* my\_setup\_products\_\_v
* object\_type\_\_v
* product\_\_v
* product\_group\_\_v
* user\_\_sys
* veeva\_settings\_\_v

#### Engage

To configure the CRM Desktop (Windows) app for Engage, ensure [Engage Meeting](../../Multichannel/Engage/ConfiguringEngage/ConfigureEngageMeeting.htm) is configured and VMOCs for the following objects are active for the crm\_engage\_\_v platform (labeled CRM\_Desktop\_Windows):

* call2\_\_v – Select Metadata Only checkbox
* message\_\_v

  Populate the WHERE clause with the following:
  WHERE language\_\_vr.admin\_key\_\_sys CONTAINS (@@USER\_LANGUAGE\_CODE@@,'en') AND category\_\_v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink')

  Ensure there is only one active VMOC if the sync\_configuration\_mode\_\_v Veeva Setting is set to 0.
* veeva\_settings\_\_v
* user\_\_sys

Users can [install the app and sign in](WinManageApp.htm) to sync content to the app. For more information about settings in the CRM Desktop (Windows) app, see [Settings for CRM Desktop (Windows)](WinDesktopSettings.htm) .