Category Archives: Outlook Client

Microsoft CRM 2011 and Office 2013 Support


There are new versions of popular Microsoft products released recently such as SQL Server 2012, Windows Server 2012 and Windows 8, and finally this week – Office 2013!  Since the Microsoft Dynamics CRM 2011 for Outlook is a very popular … Continue reading

Posted in Microsoft Dynamics CRM, CRM Online, CRM 2011, Outlook Client, CRM On Premise, Update Rollup, ms crm 5.0 | Tagged , | 2 Comments

Microsoft CRM 2011 and Windows 8 Support


Windows 8 with the new Metro UI is a major change – I’m still getting use to it.  In terms of Microsoft CRM 2011 support – Microsoft Dynamics CRM 2011 with Update Rollup 10 is compatible with Windows 8 per … Continue reading

Posted in Microsoft Dynamics CRM, CRM Online, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft CRM, CRM 2011, Outlook Client, MS CRM, CRM On Premise, Update Rollup, ms crm 5.0 | Tagged , , , , | 1 Comment

MSCRM 2011 Outlook Client Offline Setup Notes


Here are some good setup notes when preparing a Microsoft Dynamics CRM 2011 Outlook Client for Offline usage:   Fast PC, RAM and Hard Drive When Microsoft CRM Outlook Client is operating in Offline mode – all the processing is … Continue reading

Posted in Best Practice, CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, ms crm 5.0, Offline, Outlook Client | Tagged , , , | Leave a comment

How to Bring Back Synched MS CRM 2011 Outlook Contacts


A common question for Microsoft Dynamics CRM 2011 Outlook users is how to bring back their CRM synchronized contacts (based on their Outlook Filter data groups) to Outlook when they had deleted those contacts from Outlook.  Note: When a CRM … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Synchronization Filter | Tagged , , | 3 Comments

CRM Offline New Activity Error – “Record Is Unavailable”


For Microsoft Dynamics CRM 2011 organizations (Online or On-Premise) that were upgraded from CRM 4.0 – if your CRM Users receive the following error message when creating/saving a new CRM activity (Appointment, Task, Phone Call, etc.) while using the Microsoft … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Offline, Outlook Client, Synchronization Filter, Upgrade | Tagged , | 1 Comment

Update Rollup 4 for CRM 2011 – Improved Data Synchronization Performance


Update Rollup 4 for Microsoft Dynamics CRM 2011 is available.  One of the noticeable enhancement is that “Synchronize with CRM” is much faster now.  Prior to this Update Rollup, I’d observed that some synched CRM records like Contacts were included … Continue reading

Posted in Microsoft Dynamics CRM, CRM Online, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft CRM, CRM 2011, Outlook Client, MS CRM, CRM On Premise, Update Rollup, ms crm 5.0 | Tagged , , | Leave a comment

Hotfix – Outlook Reminders and Flags not working after installing Microsoft Office 2010 SP1 or Public Update 2583910 for Office 2007 with Dynamics CRM 2011


After installing Microsoft Office 2010 SP1 (released on 6/27/2011) to my Microsoft CRM 2011 Outlook Client, my Outlook Reminder popups no longer work: “There was a problem reading one or more of your reminders.  Some reminders may not appear.  You … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Troubleshooting | Tagged , , | 2 Comments

Initial CRM 2011 Outlook Client Settings


Here are some good initial Microsoft CRM 2011 Outlook Client settings that I’d suggest.  Note: Your organization’s initial Microsoft CRM settings may be different – always check with your CRM administrator for guidance: Check only “Outlook Synchronization” under the Microsoft … Continue reading

Posted in Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client | Tagged | 4 Comments

Date/time format is not valid –Track in CRM error


While helping a building materials manufacturer with their Microsoft CRM Online implementation – I’d ran into this Microsoft Dynamics CRM 2011 Outlook Client issue.  On some Outlook Contacts, when trying to Track the Outlook Contacts to CRM – this error … Continue reading

Posted in CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Outlook Client, Troubleshooting | Tagged , | Leave a comment