Category Archives: Microsoft CRM Outlook Client

Microsoft CRM 2013 running on Windows Server 2012 R2 and SQL Server 2012 SP1, Office 2013 and Windows 8.1

I was able to install Microsoft Dynamics CRM Server 2013 (version 6.0.0.809) on Windows Server 2012 R2 and SQL Server 2012 SP1 over the weekend using my latest test environment.  I was also able to setup the Microsoft Dynamics CRM … Continue reading

Posted in CRM 2013, CRM On Premise, Implementation Guide, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged , , , , , , | 8 Comments

Microsoft CRM 2011 running on Windows Server 2012 R2 and SQL Server 2012 SP1 and Windows 8.1

  It has been a busy and exciting month!  Recently, I had updated my test environment in preparation for the release of “Orion” – Microsoft Dynamics CRM 2013.  My latest test environment consists of Windows Server 2012 R2, SQL Server … Continue reading

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Update Rollup | Tagged , , , , | 4 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 CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Update Rollup | Tagged , , , , | 2 Comments

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 CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Update Rollup | 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