Archive for the ‘Outlook Client’ Category

I have run into this several times recently and almost every time, there is a different cause.
The current situation happened at a customer where one user could not promote any emails into CRM, either from customer contacts or other CRM users.
Digging around a bit, I found this newsgroup thread with a mention of the following […]

The CRM Security team has released the following white paper for those of you needing to secure your CRM data downloaded to workstations using the Outlook Client:
Using Encrypting File System to Protect Microsoft Dynamics CRM Data on a V3c Client Running Windows XP Professional

If you do a lot of business with a person or company that is in another time zone, I think you will find that having an alternate time zone shown on your outlook calendar takes some of the mental calculations out of scheduling a meeting.  For example, I currently have my calendar show both Eastern […]

Greetings Everyone,
I ran into an issue at one of my customers that someone on the CRM Newsgroup mentioned as well so I thought I'd see if anyone else had seen similar patterns.
Situation:
The initial download of CRM information to an Outlook client takes an extremely long time, fails with various errors, or locks up Outlook.
Configuration:
You have […]

If you ever run into a situation where the Outlook client is freezing during one of the Synchronization processes, here is a work around that will at least allow you to regain control of Outlook long enough to modify the settings.
If you carefully examine the following Windows Registry key:
HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient
You will find the settings that control […]

I have noticed on a few occasions that the CRM Laptop client can get horribly confused by something that happened to it.  Many times, it's rather difficult to determine the root cause, so we just go directly to the remove and reinstall procedure, since it will save time and money. ( Hopefully with little or […]

Gaining user acceptance and adoption of Dynamics CRM can, of course, be greatly increased with proper instruction and training.
I have begun to notice a pattern in acceptance should you be installing CRM into an organization that does not currently utilize Outlook, or uses it minimally.
If the user isn't familiar and comfortable with Outlook, installing the […]

One of the users at one of my customers starting having Outlook start up and hang - maximizing the CPU while doing so.
I tried removing and reinstalling the Outlook Desktop Client several times but could never figure out what in the world was causing Outlook to hang like it was.
After searching around for a bit, […]

If for some reason, you decide to uninstall CRM, you need to take into consideration any workstations that may have the Outlook Client installed.
Before you uninstall the CRM server, run the Rule Deployment Wizard and remove the CRM Rule from Outlook for each deployed user.
In the case of CRM Small Business Edition, the Uninstall will remove […]

This morning I was rolling out CRM 3.0 to a small firm that had several workstations running Windows 2000. They were formatted as FAT32.
I found out that the Outlook Client ( Desktop or Laptop version ) requires the installation drive to be NTFS.
To convert a FAT32 drive to NTFS, perform the following steps:

Open a command […]