Mar 09 2009

Failure When Upgrading to The CRM 4.0 Outlook Client

Published by at 11:52 pm under Microsoft CRM 3.0,Microsoft CRM 4.0

If you’ve upgraded to Microsoft CRM 4.0 and your users lose their Microsoft CRM functionality in the Outlook client, try these steps to correct the problem:

  1. In Outlook, go to Tools -> Customize.
  2. Click the Toolbars tab.
  3. Remove the CRM tool bar listing.
  4. Click on each other toolbar listing and click Reset on each one.
  5. Click the Options tab and click the “Reset menu and toolbar usage data”.
  6. Close this box.
  7. Click Tools->Trust Center.
  8. Click Add-Ins in the left navigation bar.
  9. At the bottom of this screen, choose “COM Add-ins” then the “Go” button.
  10. Click on the CRM Dynamics item then click the “Remove”.
  11. Close Outlook.
  12. Open Outlook and verify that the CRM menu bar and task bar items are removed.
  13. Go to Tools->Trust Center.
  14. Click Add-Ins in the left navigation bar.
  15. At the bottom of this screen, choose “COM Add-ins” then the “Go” button.
  16. Click Add and add the CRM add-in back by navigating to the install location (by default this is C:\Program Files\Microsoft Dynamics CRM\client\bin\crm) and choose the file “crmaddin.dll”.

This has been the fix for all of our Microsoft CRM 3.0 clients that upgraded to Microsoft CRM 4.0!

DG
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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