I’d upgraded a Microsoft CRM Online user’s CRM Outlook Client to 2013. I’d used the CRM 2013 Outlook Client install bootstrapper which automatically downloads the latest installation files. It will also detect an existing CRM 2011 Outlook Client installation and upgrade it. The upgrade went pretty well, however after the upgrade of the CRM Outlook Client – this user encountered an error when trying to open the CRM “Set Personal Options”:
“An error has occurred. Try this action again. If the problem continues…”
First thing to do is perform a Re-Configure of the CRM for Outlook Client. The steps are detailed in this link.
If the re-configuring of the Microsoft CRM for Outlook Client didn’t resolve the issue, then the next step is to delete all the .sdf files from the following two file folder locations (they will be rebuilt after CRM for Outlook loads the next time):
- Users > Appdata > Local > Microsoft > MSCRM > Client
- Users > Appdata > Roaming > Microsoft > MSCRM > Client
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