UR7 and the Known Issues in Outlook

Posted by Kara O'Brien on November 5, 2009  |  commentsComments (3)

As I mentioned in my last post on Update Rollup 7 for Microsoft Dynamics CRM 4.0, there are a few known issues appearing in Outlook after the rollup is installed. I've noticed a few of them on my own workstation, so I thought I’d share the details:

  • The Microsoft Dynamics CRM icon does not appear in the taskbar in Windows 7. Note that this can be fixed by customizing the taskbar and selecting "Show icon and notifications" for the "Microsoft CRM Outlook" option (pictured below).
  • The CRM toolbar remains active when you disable it under Manage COM Add-Ins in Outlook, but does not respond to any actions.
  • The View in CRM button remains disabled after your click "Track in CRM" on an Outlook record until you close and reopen the record.
  • When you track a contact, then edit the record in Outlook, the standard Outlook contact icon appears next to the record instead of the "tracked in CRM" contact icon. The correct icon displays only after the synchronization process runs.
  • If the Outlook client is installed but not configured, or if you are connecting to an organization other than the one configured in the Outlook client, the following error appears in Internet Explorer: "Internet explorer has blocked this site from using an ActiveX control in an unsafe manner."
  • During the configuration wizard, the debug assertion fails and the Microsoft Dynamics CRM role is removed from the user.
  • If you set a record to "regarding" in Outlook when synchronizing data with Microsoft Dynamics CRM, you will receive an error, since you cannot track e-mail messages when the manual sync is running. The Outlook and regarding CRM record will not be linked correctly until you open the e-mail in Outlook, click "Track in CRM" to un-track the record, and then delete the record in CRM. When the manual synchronization is finished, you can track the message in CRM again.

That said, even with a few of the issues listed above, the Outlook client is much improved with UR7 and seems to be faster and more stable. If you've run into other issues, feel free to comment.

Add-CRM-icon-to-taskbar

Comments

  1. - the notifications thing in windows 7 happened with every version of the outlook crm client, not just HFRU7.
    - my crm toolbar actually does get greyed out when you click "disable crm". perhaps that is a bug with your system. I am running Windows 7 enterprise, Office 2007 SP2 and CRM 4.0 HFRU7.

    a large problem that you have not listed, but which we and many others are running into is regarding synchronisation and other mailboxes or calendars to which you have permissions. I have permissions to view many other calendars, and to write to some of them. CRM HFRU7 seems to be attempting to synhcronise other peoples calendars for which i have extra rights and i get constant synchronization error logs appearing with permissions errors listed. It also appears to be 'corrupting' appointments that have already been tracked in to the crm in some instances. as a short term solution we have left HFRU7 installed, but taken away all rights to other staff calendars to preventy problems. Some of the changes listed are to do with 'delegate synchnronization'. I can only assume that this is where the problem stems from. Hopefully there will be a future registry entry to allow it CRM to attempt delgate sync, and perhaps a list maintained of mailboxes for which it should be enabled. I cant see any other way to control this effectively.

    Posted by: regan  |  Nov 5, 2009 3:43:58 PM

  2. Hi Kara,

    We have successfully autodeploy UR7 for all our Outlook Clients as this update was meant to improve Outlook Performance and Synchronization. However we are experiencing very annoying Sync issues. Please note that those users have also shared calendars.

    Other users keep getting that message when starting Outlook saying that there was a problem with the user.pst folder and it needs to be fixed with "scanpst.exe" tool. And some of them also get duplicate appointments on their calendars.

    Unfortunately we cannot keep working like this so I need to completely uninstall CRM Client from those machines and reinstall it again since Update Rollup 7 cannot be uninstalled.

    I did some research on blogs and forums and found that many people is also experiencing similar problems after applying UR7. Actually we logged this incident with Microsoft and it is currently under investigation. I will keep you posted with our findings, thanks.

    Regards,

    Raf

    Posted by: Rafael  |  Nov 5, 2009 9:54:17 PM

  3. Hi,

    Am curious if anybody knows whether CRM Dynamics have a “on request hot-fix” available or whether these problems have been resolved by the recent release of RU9. I had a quick scan through RU9, but didn't note anything specifically addressing these shared appointment problems.

    For the record we are experiencing the following since RU7 was applied (all similar to what is mentioned here by various parties) as listed below.

    Sorry for what is a long post, but am quite desperate for a solution to this which is driving me up numerous walls and perhaps by sharing the symptoms we are experiencing it might lead also to someone else spotting this who might possibly be able to provide an resolution or suggestion.

    All our users by the way use XP SP3 / IE8 / Office 2007 SP2 with every available Windows Update applied... This has nothing to do with client platforms / OS in use.

    Interestingly, and what seemingly points (in my limited understanding of the details of it) to an Outlook cache / CRM for Outlook synchronisation conflict this does NOT occur for our CRM users who work on a Terminal Server session and also make use of shared calendars! To the best of my knowledge Outlook caching is implemented differently for a Terminal Server user’s profile / session?

    1. High amount of synchronisation errors (More obvious for users using appointments prolifically and mostly errors are either “Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.” or "The Outlook item is already being tracked as an appointment in Microsoft Dynamics CRM").

    2. Have applied work-around of disabling delegation on client-side, but like many others after the work-around we're also getting the SyncNoRebuildIdMappingTable value getting set automatically back to 1 in the registry after a restart of user's machine and synchronization errors not going away, all leading eventually to Outlook OST corruption problems appearing! Leads me to question if the CRM delegation functionality truly got disabled or not!? Although having just read up on the official "Nuts and Bolts" whitepaper of January 2010 (Outlook Synchronization in Microsoft Dynamics CRM) where it is stated that the IDMapping table is one of only 2 new client-side tables introduced to Microsoft CRM for Outlook post RU7, it would seem that this table is vital for general synchronization, and as such a value of 1 (True) for registry entry SyncNoRebuildIdMappingTable might then very well actually be required for general synchronization functionality and not necessarily have to do with ONLY delegation features.. This bit is just a guess however at this point!? Leads me to believe the synchronization is just purely buggered in RU7! (We did by the way apply the workaround correctly having cleared the local cache which would include the shared calendar cache by setting Outlook TEMPORARILY to not used Cached Exchange Mode)

    3. MOST FRUSTRATING thing for us is that even after uninstalling all CRM for Outlook, then applying IE8 (which brought its own issues with View Regarding and pop-ups not working initially etc), then reinstalling CRM for Outlook, then AGAIN disabling delegation, we are still experiencing problems with OST files for users that are the most prolific users of shared calendars and appointments (historic appointments and new) where the local OST files just keep on GROWING AND GROWING and eventually BLOWING up when hitting the 17GB size limit, whereupon the OST files need to be trashed and the Outlook profile recreated and resynchronised from Exchange from scratch. This is NOT occurring for users that do not make use of shared appointments (E.g. Neither share their own nor attempt to share another calender). Oh, and the Exchange Server sizes of these particular mailboxes are now less than 500MB! (Partially due to getting annoyed having to continually resynchronise these and getting users to move their older core folder Outlook items to PST files)

    Thanks,
    Keith

    Posted by: Keith  |  Feb 21, 2010 3:08:45 PM

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