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UR7 and the Known Issues in Outlook
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.
Posted by Kara O'Brien on November 5, 2009 in Microsoft Dynamics CRM 4.0 | Permalink
Comments
- 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
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
