Dynamics CRM 2013 Links

The long awaited Dynamics CRM 2013 product is available Online and for OnPremise installations.  Microsoft did a great job with the product and I’m sure you’ll appreciate the many improvements and additions to the product.  Here are the links:

Microsoft Dynamics CRM Server 2013 (Online)

Microsoft Dynamics CRM Server 2013 (OnPremise)

Microsoft Dynamics CRM 2013 for Microsoft Office Outlook (Outlook Client)

Check out my Microsoft Curah article for the latest download updates.

In addition Microsoft Dynamics CRM 2011 Update Rollup 15 is also available.   As with any update rollup, read through the list of fixed items and determine if any address issues you are experiencing.  Install the Update Rollup in a development environment first, test it for a couple of weeks and then roll it into production.

Cheers

Email Tracking for Delegate Mailboxes in Microsoft Dynamics CRM

A question was recently asked in the community forum about setting up e-mail tracking on a delegate mailbox for the CRM Outlook client.  A couple of years back I put together the instructions for a client so I thought I would share the information.

Following is guidance on how to setup Outlook Delegate Access and use the CRM Outlook Client to manage the Delegate Mailbox for Outlook 2010 & 2007. 

From Outlook 2010, Select File, Account Settings and Delegate Access. From Outlook 2007, select the same but from the Tools menu.

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Select Add, Select User and Select the Add button

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Select Ok

Give Delegate permissions on Mailbox. In Outlook 2010 the option will appear after the previous step. In Outlook 2007, select Tools, Options and the Delegates tab as needed.

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Select Ok

Leave the default / recommended setting and select Ok

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Follow the steps provided in the applicable link to add the new Mailbox to the delegate’s Outlook menu

In Outlook 2010 select File and Info. In Outlook 2007, select Tools and Account Settings.

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Highlight the e-mail address and Select Change

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Select More Settings

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Select Add

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Type the user’s name to add the mailbox

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Select Ok, Next and Finish

I haven’t tested this yet in Outlook 2013 but I suspect it still works and the setup is similar with a few differences as there were between Office 2007 and 2010

Cheers

CRM Outlook Client Ribbon not Displaying

I recently ran into a CRM 2011 Outlook Client issue that I had not previously seen.  In this scenario, the CRM Ribbon would not display while everything else worked in the Outlook Client as expected: could view the CRM folders, views, open records, etc..  Additionally, CRM was not throwing any errors so there were no errors written to the log files.

I tried several of the usual troubleshooting steps to include, deleting the Outlook Temp files, disabling unused add-ins, completely uninstalling and reinstalling the CRM Outlook Client…… 

When I ran out of things to try, I opened a ticket with Microsoft support and they let me know that they have seen this issue in relationship to a product called Websense.  It appears that if Websense is enabled but does not have the latest version / update installed, it can interfere with the CRM Outlook Client.  The fix for this issue is to ensure Websense is running with the latest update.  If that doesn’t work then you will need to disable it. 

I hope this saves you some time if you run into this issue.

Cheers

Dynamics CRM Outlook Client Uninstall

Sometimes you might find it necessary to reinstall the CRM Outlook Client.  I’ve found that the reinstall is less prone to errors if I first ensure that I’ve completely removed the CRM Outlook Client from the machine before re-installing.

The good news is that there are only a few steps required to completely uninstall the 2011 CRM Outlook Client and here they are:

  • Open Programs and Features
  • Getting to Programs & Features varies depending on the operating system.
  • For Windows 7 you can simply select the Windows button from the bottom left and type the word uninstall in the “Search Programs and Fields” field then select “Uninstall a Program from the list returned.

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  • Select the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook from the program list and select the Uninstall button from the top menu

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  • Select the Uninstall option from the Wizard and select Ok

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  • Once the uninstall completes you should see this page

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  • You can select the Close button
  • Next you will go to C:\Users\<loggedInUserName>\AppData\Local\Microsoft and delete the MSCRM folder

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  • Then delete the MSCRM folder from  C:\Users\<loggedInUserName>\AppData\Roaming\Microsoft

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That’s it; you have removed the CRM Outlook Client from the machine and are ready to re-install.

By the way, did you know that if you initially installed the CRM Outlook Client for online use only that adding offline capability is as easy as 1, 2, 3.  It is and here are the steps.

  1. Open Outlook
  2. Select CRM from the top menu
  3. Select the Go Offline button

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Selecting the Offline capability for the first time may take a little time to complete as it needs to configure the database and the initial record sync.  Subsequent offline synchronizations will go more quickly.

Cheers