Tip #430: Read Only Users and CRM for Outlook

So you have users that have a read only/limited user access type. But you want to have them use CRM for Outlook to provide consistent user interface with your other users for consistency in your training and user documentation. The problem, however, is that the configuration wizard for CRM for Outlook requires write access to CRM […]

Tip #408: “Value cannot be null” when configuring Outlook Client

Recently we found that users in a specific CRM environment could not configure CRM for Outlook. The error message returned by the configuration wizard was “Value cannot be null. Parameter name: String.” Client trace showed the following: >Failed to refresh entry. Exception Microsoft.Crm.Application.SMWrappers.InvalidOrganizationIdException: Invalid OrganizationId “e79c824a-fee4-40cf-9a2f-fb79112be8b6”.    at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Get(Guid organizationId)    at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Microsoft.Crm.IOrganizationContextFactory.GetOrganizationContext(Guid […]

Tip #350: Avoiding duplicate contacts when upgrading

When you upgrade CRM for Outlook, one thing to watch out for is duplicate contacts in Outlook. The reason contacts can get duplicated is that if you use Outlook synchronization for contacts and you remove or reinstall the client, the local synchronization database gets replaced. When you reinstall the client and the synchronization runs, a […]

Tip #323: When Outlook attacks

The contact synchronization in CRM for Outlook is pretty powerful, but in rare occasions, you may find that duplicate contacts are being created in Outlook from the synchronization. This is sometimes caused by corruption in a user’s offline Outlook data (OST) file. Look at the duplicate contact records that have been created. Look at the […]

Tip #277: Disabling user prompts

In Dynamics CRM, many of the system user prompts can be turned off in System Settings (Settings–>Administration–>System Settings) Get CRM for Outlook. On the Outlook tab of System settings, set “Users see ‘Get CRM for Outlook’ option displayed in the message bar” to “No.” Prompt to use CRM app when running CRM in tablet browser. […]