Tech Support > Microsoft Windows > Windows CRM > New installations - Outlook 2007 and CRM 3.0 Help
New installations - Outlook 2007 and CRM 3.0 Help
Posted by Sabo, Eric on December 21st, 2007


On new installation on windows XP SP2 clients along with Outlook 2007. The
installation is going through just fine but when we lauch Outlook 2007, it
says it cannot communicate with the CRM 3.0 server. Mailboxes resides on
Exchange 2007. We already upgraded our Exchange 2003 server with the
latest CRM router that supports Exchange 2007 mailboxes.

On the client CRMcore.dll is at 3.0.5300.1361

Thanks in Advance,
Eric Sabo


Posted by Sabo, Eric on December 22nd, 2007


Anyone?

We are lost on why this is not working.


"Sabo, Eric" <sabo_e@cup.edu> wrote in message
news:%234B6bF$QIHA.1212@TK2MSFTNGP05.phx.gbl...

Posted by Dave Ireland on December 24th, 2007


Eric;

Is it just one desktop that has the issue and the others are fine? If so,
it's likely a client-side settings issue, generally IE settings.

Below is a snippet I refer to often (my apoligies to the author for not
giving credit, but I have forgotten where I found it originally).

Hope this helps

Dave Ireland



Here are the individual settings we recommend you check and, if need be,
change:

1) Tools > Pop-up Blocker Settings - add the CRM URL to the list of allowed
sites. If you are using a host header, include the computer name URL and the
IP address of the server for good measure. (This way in case you have DNS
issues, you can pop open this window and grab the IP address and continue
using CRM)

2) Add the CRM URL, the computer name (if different) and the IP address to
the list of Local intranet sites by going to Tools > Internet Options,
Security Tab, clicking on Local intranet, Advanced and clicking Sites. Enter
the URLs and click Add.

3) On the Security tab in Internet Options, click on Custom Level when Local
intranet is selected to make sure the following settings are enabled:

a. Under "ActiveX controls and plug-ins"

i. Click Enable on Download unsigned ActiveX controls

ii. Click Enable on Initialize and script ActiveX controls not
marked as safe for scripting

iii. Click Enable on Run ActiveX controls and plug-ins

b. Under "Miscellaneous"

i. Click Enable on Access data sources across domains

ii. Click Enable on Use Pop-up Blocker

iii. If using host header and drill-through capability in SQL
Reporting Services, click Enable on Navigate sub-frames across different
domains

c. Under "User Authentication "

i. Click Automatic logon only in Intranet zone

4) On the General Tab under Browsing History choose Settings and verify that
the value for "Check for newer versions of stored pages" is set to
"Automatically". This will ensure that CRM contents can be cached and this
will save round-trips to the server to pull down static content.

5) Desktop Client Users with IE7 only - you can make a registry modification
to prevent users from being prompted multiple times for their Windows
credentials when they click on CRM web pages within Outlook. To make this
change, open the registry and go to the following subkey:
HKEY_LOCAL_MACHINE\Software\Microsoft\Internet
Explorer\Main\FeatureControl\FEATURE_SUBDOWNLOAD_L OCKDOWN. Right-click
Outlook.exe and click Modify. Set the Value to 0. For more information,
please review the related Knowledge Base article:
http://support.microsoft.com/kb/934243.








"Sabo, Eric" <sabo_e@cup.edu> wrote in message
news:%234B6bF$QIHA.1212@TK2MSFTNGP05.phx.gbl...


Posted by Sabo, Eric on December 24th, 2007


Dave,

Thanks for the information.

This is happening on all the newly installed clients.

"Dave Ireland" <direland@salentica.com> wrote in message
news:OqawINjRIHA.5360@TK2MSFTNGP03.phx.gbl...

Posted by Sabo, Eric on December 27th, 2007


We went through all the suggestions and the user had all of this configured
properly. But still when lauching outlook it says we cannot communicate
with the server. Which is strange because during the setup it can
communicate with the server.




"Dave Ireland" <direland@salentica.com> wrote in message
news:OqawINjRIHA.5360@TK2MSFTNGP03.phx.gbl...

Posted by Ian Watson on December 27th, 2007


Whats the eact error when you go into outlook?

Ian

"Sabo, Eric" <sabo_e@cup.edu> wrote in message
news:eX7l9$JSIHA.2376@TK2MSFTNGP02.phx.gbl...

Posted by Sabo, Eric on December 28th, 2007


Ian,

I am pretty sure that it is one of those generic errors when lauching
Outlook. Then it disables the CRM client within Outlook.



"Ian Watson" <IWatson@mii.com> wrote in message
news:9208ACB4-E3A2-4D8D-9201-85AD0F8FD488@microsoft.com...

Posted by Ian Watson on December 28th, 2007


what happens if you install the online version rather than the offline
version?


"Sabo, Eric" <sabo_e@cup.edu> wrote in message
news:udEueYPSIHA.5976@TK2MSFTNGP05.phx.gbl...

Posted by Sabo, Eric on December 30th, 2007


Ian,

All clients types are the online type.



"Ian Watson" <IWatson@mii.com> wrote in message
newsA820020-F362-4385-A1E5-36252B71BED0@microsoft.com...

Posted by Sabo, Eric on January 2nd, 2008


Ian,

Putting in the IP address of the CRM server worked.

Thanks a lot for all your help.

"Ian Watson" <IWatson@mii.com> wrote in message
newsA820020-F362-4385-A1E5-36252B71BED0@microsoft.com...