Hello! It’s been a while since i blogged last. Have been caught up with some unexpected developments at work!Given below are some of the typical errors I’ve come across while implementing the Outlook client (3.0) and the resolutions:
- While installing the Outlook Client plug-in, an error message saying “The CRM server could not be contacted.” is displayed. Try adding the URL of the CRM server to the list of Trusted Sites in Internet Explorer on the client machine and run the installation again.
- Another problem that occurs frequently is when you disconnect from the server without going offline. Then client has an issue sometimes, when you try connecting to the server. To resolve this, set the RCOffline key in the registry to 1 (offline). FYI, the value of this parameter, when the client is online, is 0.
- After installation, an error message saying something to the effect that the server could not be contacted is displayed. Go the COM Add-ins and remove the MSCRM add-in. Save and close and exit Outlook. Login again and include the Add-in.
- The list of records available in the web client are not displayed when you login through the Outlook client. To make the list of records available, you need to set up the Local Data Groups in the Outlook client. Click on the CRM menu and select Local Data. Here you can configure what records you want to sync between the CRM server and Outlook. You also have the option of activating and de-activating data groups. Refer to this link for more info : http://www.microsoft.com/dynamics/crm/using/sales/localdatagroup.mspx
Note: It would be nice if we had an option to set up the Local Data for a set of users instead of configuring these in each client. If you know of a tool/someone working on this, please let me know!Do remember to keep checking the KB for any hotfixes/resolutions!HTH,Niths