Hello everyone.

Client info:
CRM 3 desktop install, for Outlook 2003. On Windows XP SP2. Rollup2/3
installed.

The user experiences that, when he clicks on the "Track in CRM" button in
the mail-editor, and sends the mail, the mails doesn't get tracked properly.
This shows as his "History" on the contact doesn't get updated.
Also, the little icon next to the mail used to change into a CRM icon, when
viewed in the "Sent Mails" folder.

What has been tried so far, in an attempt to solve the issue:
- Repair of CRM install
- Complete re-install of CRM client, including the Native SQL server.
- Repair of Microsoft Office
- Install of Rollup3.
- Praying

None of the above has solved the issue, so any input from you guys are
appreciated.

I hope I've supplied sufficient info about the system, but if you need more
info to suggest plausible solutions, please request these.

Thank you so much just for reading this, and even more if you take the time
to reply.
Have a nice day!

- HeadbangerDK

what about incoming mails ? are they get tracked ?

You have CRM router working properly ? Have you checked the event log
on the machine where CRM router is installed ? forward rules have
been applied to the inboxes of users ?

Try sending mail to user from external mail and then open the web
client and in activities , see if there is any email in received (my
received mails). If mail doesnt find contact or account it will make
red question mark.



/Aamir

Hello Aamir,

Thanks for your reply.
CRM routing is working flawlessly, as approx. 130 other users have no
problems with this.
I'm not quite sure I understand what you want me to do, but the user see no
red questionmarks.


"Aamir" wrote:

Hi,

when user send mail then check the machine where the router is
installed and see if there is any error log created for user.
Open the web client -- Workplce ...click on Activities .......In type
choose Email and in view choose "My Sent E-mails ".

See if your mails appear there .



/Aamir

On May 15, 11:31*pm, HeadbangerDK
<Headbange...@discussions.microsoft.com> wrote:
May be an obvious one but are they also setting the related record? I
can't recall how smart version 3 is with auto-relating so it could be
just ending up in their activities in the workplace.

Leon Tribe

"HeadbangerDK" wrote:

Does this user have a larger mailbox then the others?

Hello.

I've had a problem where one of the users had all the CRM buttons active in
Outlook however they could not track any mail in CRM. What I found was that
the domain logon name specified for the user was not the same as the AD login
name and hence the exchange mailbox login name. We changed the AD records to
match the CRM records (instead of re-creating the User and transferring all
their records across) so that Windows authenticated the same user as CRM is
trying to. We had to log out and log in on the workstation again and login
with the correct domain user name when starting up Outlook, asking it to
remember the password, then restarting Outlook (after the Outlook.exe process
ended). This seems to have worked as the user can now track their e-mail
properly and they don't get that funny and all-too-familiar warning when
launching Outlook telling them that CRM functionality cannot be loaded...

User is on WinXP SP2 with Office 2007, MSCRM 3.0 desktop client, server is
SBS2003

Not sure if this is relevent, but solved my problem. Maybe take 2 minutes to
check whether the users Active Directory records have been changed and
whether they correspond to the User records in CRM?

"Alex (crm-resultants.nl)" wrote: