Outlook view settings (sorting) is not being saved on previously saved view
From Outlook under the Accounts I have a custom view I created from CRM ( i called it "Custom" ). From Outlook I add conditional formatting and do a "Save As" ("Custom 2). From Outlook (using "custom 2") if I add sorting to the view setting and do another save as outlook is not saving the so...
Bug - If From Email User on Workflow has Cached Exchange Mode Email Won't Get Sent
We have found with CRM 2011 if the user who is set up as the from email on a workflow and in their Outlook settings they have 'Use Cached Exchange Mode' checked, then the workflow emails do not get sent. If you uncheck the 'Use Cached Exchange Mode' then the emails go through fine. This seem...
Unexpected Error when Outlook syncs with recurring appointments
We have a customer that is using CRM2011 and has Rollup 4 deployed in a test environment. The client is testing the rollup prior to deployment to Production. When a user creates a recurring appointment the Outlook synchronisation fails on the recurring appointments. We are also able to get ...
OOB Rolebased forms not working in outlook offline client
We have Implemented OOB Role based forms in CRM 2011 for contact Entity. It works fine in Web client and outlook client online mode.
But when we opens the contact records on outlook offline client we are getting "Unexpected Error" Message. contact forms are not opening. It...
Create an email using the Outlook email form
My clients would really like to be able to selected one or many contacts in the outlook or web client and be able to open an OUTLOOK email address to these contacts.
It would be nice to have the track in crm buttom defaulted to on in this instance.
Outlook client security restriction failure - bug
I've discovered a bug.
For a custom entity a user only has Read access to that entity. The security permissions are applied correctly in the web client (i.e. They can't create new records, delete etc).
In outlook 2007 with the outlook plugin (and rollup 3), the user i...
Conversion of an e-mail to an opportunity should not send the e-mail again
Applies to Microsoft CRM 4 plugin for Microsoft Outlook 2003, Update Rollup 17.
A user creates an e-mail in Outlook, marks it to track in CRM and sends it to a potential customer.
The customer responds to this e-mail and the user converts the initial e-mail activity to an opport...
Confirmation when Closing Outlook
In our CRM application that's accessed via the Outlook client, it's not unusual to have 3-5 CRM windows open ata time. Business testers accidentally close the Outlook window on a daily basis. They ask me, "Microsoft asks Are You Sure for everything else, why not for this?" This application wil...