User selected the Appointment, Track in CRM, selected the Contact to relate
and Save and Close, then would get the following error:
An error occurred promoting this item to Microsoft RM. The Microsoft CRM
server could not be contacted or the user has insufficient permissions to
perform this action. This item has been saved to Microsoft Outlook but is
not being tracked in Microsoft CRM.

After many times back and forth with support, the problem turned out to be
that the Role the User was assigned to had been a NEW Role that we created
and somehow it became corrupt. We determined that since the System
Administrator Role worked. The fix was to create a new role as a COPY of the
System Admin Role, then edited all of the permissions. I'm glad to say that
it's now fixed, but we have to recreate the other Roles we copied from the
original "NEW" one.

I hope this helps anyone with a similar issue.

Marty,

I have the same problem with CRM v3.0 the question here is what is the cause
of this issue. We has installed Office 2003 and work it perfectly, but when
we upgrade to Office 2007 the issue appears. I think that is a problem with
interfase between Office 2007 and CRM V3.0.

Microsoft, any solutions???

See ya.


"Marty" wrote:

We are still on Office 2003, so that's not it. I had to reopen the case with
Microsoft. Other Users with the new Security Role are not working. Very
disappointing!

"Mauricio Ramirez" wrote:

Check the security role and ensure that there is a green circle for "Search
Availability" under the Service Management tab.

Frank Lee, Microsoft Dynamics CRM MVP
http://microsoft-crm.spaces.live.com
http://www.workopia.com/Links.htm

"Marty" wrote: