CRM 2011 outlook client with Outlook 2013

Hello,
I have a user that keeps getting a message saying "This operation is not supported until the entire message is downloaded. Download the message and try again" This happens when he tries to attach a document in SharePoint through mail merge.
I have tried the rollup updates, uninstall/reinstall and gave him a reloaded Surface Pro running 8.1 but the problem persists sporadically.

The error meas that you currently only have downloaded the message header. Check your send/receive settings to make sure you always directly download full items.
Send/Recieve > Send/Receive Groups > Define Send/Receive Groups > select the certain group name and click "Edit" > check the "download complete item" options is setting ok
If so, wait for the message to be downloaded completely and then retry that.
Tony Chen
TechNet Community Support

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App-V CRM 2013 Outlook Client and Office 2013 Click to Run

Hi,
I'm trying to get going with enbing the CRM 2013 for Outlook client with the VL version of Office Pro Plus 2013. I have successfully published and use Office App-V package in a test environment. App-V version 5.0 SP2 is installed on the client
PC (Windows 7 64bit). SCCM 2012 R2 is used to publish APP-V applications to user groups.
I have sequenced the CRM 2013 Outlook client (offline mode disabled) with UR2 and published it using SCCM as a "Add-on or Plug-in. I've also created a connection group so that the App-V version of Office 2013 is able to connect to the sequenced
CRM client. The client installs successfully, but the CRM tab doesn't appear in the Outlook Ribbon, and the Configuration Wizard crashes each time it is launched. The App-V event log is blank (which I'm taking to be a good sign). All CRM
client prerequisites have been preinstalled on the target PC.
I'm thinking that the CRM client can't see the Outlook application and therefore crashes and doesn't integrate with the Outlook application. Problem Signature 09 (from the crash explanation) states "System.NullReference Exception".
I can't seem to find much out there for sequencing the 2013 version of the client. Has any else managed this yet or have any ideas where I'm going wrong?
Thanks,
Tim

Hello,
I would use Process Monitor to understand what happens and to see why Outlook isn't seeing the plugin, and why the wizard is crashing
Nicke Källén | The Knack| Twitter:
@Znackattack

Dynamic CRM connect outlook Client with different domain

Hi Guys,
I had installed CRM 2011 in cloud with different domain.
If I use browser is working fine just that when i use Outlook client it show
15:24:16| Error| Exception : The request for security token could not be satisfied because authentication failed. at System.ServiceModel.Security.SecurityUtils.ThrowIfNegotiationFault(Message message, EndpointAddress target)
at System.ServiceModel.Security.SspiNegotiationTokenProvider.GetNextOutgoingMessageBody(Message incomingMessage, SspiNegotiationTokenProviderState sspiState)
I found that is because you must connect to the same domain.
any idea that i can use my Outlook client to connect to CRM 2011 without changing my domain?
Regards,
Kim

Yes - I've been scarred with this for many years :(
If it is just CAS 1 that is causing issues, then focus in on that. The support statement for Win 2008 R2 is that NLB is still a 3rd party component and support may ask for it to be disabled.
http://support.microsoft.com/kb/278431
Does CAS1 and CAS2 have the same NICs (firmware as well), driver, teaming software, and teaming config?
I also want to ask what the network team did for configuring the switch ports on the servers? This will vary from vendor to vendor - did they do the same config on both?
Cheers,
Rhoderick
Microsoft Senior Exchange PFE
Blog:
http://blogs.technet.com/rmilne
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Thanks Rhoderick, issue still persists
can you also help clarify what you meant by "configuring the switch ports on the servers"?
thanks again

Windows 2012 R2 ADRMS domain controller version and Non-domain-joined Mac Client with outlook 2011

Hi,
What is the AD version for Windows 2012R2 ADRMS? Is it possible to have Windows 2003 R2 DC with Windows 2012R2 ADRMS?
Any installation guide Non-domain-joined Mac Client with outlook 2011?
What is the SQL version for Windows 2012R2 ADRMS?
Please advise. Thanks.
Kelvin Teang

Hi Kelvin -
There is no RMS Client for Macs. That functionality is actually provided through the Office for Mac application (this is different compared to the PC). Domain-joined clients will autodiscover the RMS server and should be able to create and consume
protected content. Non-domain-joined clients cannot automatically discover their RMS server. In this scenario, prepare a protected document or email from a domain-joined machine and send it to your non-domain-joined users. They will open
the document or email up and the URLs contained in the publishing license of the document will direct them to the correct RMS server.
I hope that helps!
Micah LaNasa
Synergy Advisors
synergyadvisors.biz

Is SharePoint 2013 Connect to Outlook compatible with Outlook 2013 64-bit?

The Connect to Outlook feature is greyed out on the tool bar and when I click on it I get the message "This control is currently disabled". I have spent a good deal of time researching and troubleshooting (see below) with no success. Below
is what I have validated.
Tested in IE, Chrome and Firefox with same results
Validated that IE10 is 32-bit
Tested with both Compatibility Mode on and off
IE “Enable Protected Mode”
is not enabled
(Tools à Internet Options
à Security)
Validated that Minimal Download Strategy feature is
not activated (SharePoint Manage Site Features)
Validated that Offlline Synchronization for External Lists feature is
activated (SharePoint Manage Site Features)
Validated my client machine time zone matches the regional settings of my site collection regional settings
I am a SCA with Full Control permissions of the site collection
We are cloud-hosted
Office 2013 64-bit is installed on my machine
My machine is a Dell PC
I appreciate your expertise to help me resolve this issue.

Hi,
Per my test, I am able to use the Connect to Outlook feature with Office 64-bit.
For your issue that Connect to Outlook feature is greyed out:
Activate Offline Synchronization for External Lists feature.
Go to the Calendar.
On the Calendar tab click List Settings.
Copy the Web address, e.g. https://www.contoso.com/sales/Lists/Calendar/calendar.aspx.
Paste the URL in your browser and press Enter.
Go to the Calendar tab and click List Settings.
You will notice that the Connect to Outlook link is now enabled.
Please refer to the following blogs about the issue:
http://blog.zubairalexander.com/archives/4560
http://www.missionsharepoint.com/Lists/Posts/Post.aspx?ID=55
Best Regards,
Lisa Chen
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

CRM 2011: Sending Email through Outlook first

We have never used Email through CRM. Is it possible to send an email through Outlook first then to CRM? Also wanting to make sure it is linked to the Account, when sent.

Emails created in CRM are sent using the outgoing email method specified on the account of the user creating the email. Only one outgoing method can be set for a user, the methods are to use the CRM client for Outlook or the Email Router (later versions
of CRM also have Server-side synchronization but that is not available for CRM 2011).
An email created in CRM can only be sent via one of the outgoing methods. Regardless of how it is sent, the email will be stored in CRM and linked to the record it was regarded to.
Can you provide more detail on your question?

Delete Button Disabled in Outlook 2010 with Exchange 2013

I recently switched from a 3rd party mail software to Microsoft Exchange. I have had some users ask me why the Delete button is disabled. I didn't enable any special policy to cause this, and the Delete key on the keyboard will delete messages.
The disabled Delete button I am referring to is in the Home ribbon and the right-click menu for selected e-mail(s). Is this standard behavior for Exchange, and can it be changed?

It so happens that I have an XP VM with Outlook 2007. That having been said, as previously mentioned, before testing, I (thought I) could confirm the same consistent behavior in the following configurations:
WinXP + Outlook 2003
Win7 + Outlook 2010
Each of these systems was using a different user account, and I have tried folderview repairs in EMC to no avail.
Strangely, WinXP + Outlook 2007 does not appear to exhibit the behavior. In this test case, the profile and OST were just created, but switching to folderview or moving the reading pane to the bottom did not affect the behavior.
Given that information, I proceeded to re-verify, and I hadn't checked winXP + Outlook 2003 because the computer in question had been upgraded to Outlook 2010. However, I verified the issue does still exist there. Next, I proceeded to check another
computer that I thought would be WinXP + Outlook 2003, but it had also been upgraded to Outlook 2010. This computer did not have the issue, and this leads me to a new theory about the cause (but no closer to resolution). For the record, of the
three computers (two exhibiting the issue, one not), only one has the Adobe plugin mentioned in my last post in response to Diane Poremsky, so the issue doesn't appear to be related to that.
That said, my theory follows: This is somehow related to IMAP in Outlook 2010. The computers that exhibit the issue were all previously running IMAP in Outlook 2010, and the IMAP PST filse were imported using the MailboxImportRequest feature.
I suspect this is related because of other issues that happen for these accounts. For instance, all new e-mail was only visible in OWA and not Outlook on all folders on these accounts, and I have had to have the users reset filters in the view settings
for each folder individually. I don't remember exactly which filter was somehow imported, but it definitely had to do with IMAP. This may be another red herring, but the behavior is consistent with it. I should also note that this behavior
did NOT exist when they were connected via IMAP to the old (non MS) server. I should also note that the filter behavior is somehow stored on the server (and therefore I imagine the delete button behavior could be as well), because creating a new Windows
Profile (and as such, a new Outlook profile and OST file) on a new computer did not make the IMAP filters go away.

Cannot receive emails unless outlook client or Outlook web access is open

My Iphone is not receiving any emails unless I have my outlook client open or i browse the Outlook web access with a browser. I am not sure what is the link. if i have outlook client open on my computer i receive emails to my iphone, no issues there but if close my outlook then i cannot receive any emails. We have Exchange 2003 sp2 and ISA 2006 as the front end server. NEED HELP

This happens if you have Symantec Virus Scanner scanning your Exchange. We have to change the following registry setting to make it work
HKEYLOCALMACHINE\SYSTEM\CurrentControlSet\Services\MSExchangeIS\VirusScan
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Can't add multi exchange account on outlook 2010 with exchange 2013 Sp1

I did install exchange 2013 with DAG group successful, the exchange work fine now
Outlook can connect to exchange automatically and working fine
The problem appear when i need create the second exchange account by go to control panel/Mail add new profile and add new exchange profile
How can i solve the problem ?

This Problem in exchange generally appear when users mistakenly create the wrong account type or Outlook upgrades an older account profile.In these situations you need to remove that wrong account and create a New account .
When you have the wrong type of account configured in Outlook you can easily remove the account and create the correct type of account.
1 Go to Control Panel, search for the Mail. If you are using 64-bit Windows and 32-bit Outlook, it will be named as “Mail (32-bit)”
2 Double click on Mail (or Mail (32-bit)).
3 Click Email account button
4. Select the wrong account and click Remove. (If you only have one account listed in your profile,But you may need to create a New account first, set it as default then remove the wrong account.)
5. Click New, select Email Account for POP3 or IMAP accounts, or select other then the correct account type.
6. Fill in your preferred display name, email address and password on the Add New Account dialog.
Outlook will look for published account configuration for the domain and setup the account automatically.
In this event if your email provider does not publish autodiscover information, you’ll need to set up the account yourself. Check your mail providers support site for the proper configuration and then check the box to Manually configure the account at the bottom
of the Add New Account dialog.

Outlook Clients for Exchange 2013 Prompt for Password

I have a co-existence of versions 2007 and Exchange Server 2013 CU2 and currently have the following problem:
- Customers now where I performed the migration to the 2013 version, when starting Outlook is always asking for password. The settings for Outlook Anywhere are as follows:
RunspaceId : b43cd829-a81f-4b00-bb4d-73389c9df50d
ServerName : EXCH-HTCA13
SSLOffloading : False
ExternalHostname : webmail.first.pt
InternalHostname : exch-htca13.first.pt
ExternalClientAuthenticationMethod : Basic
InternalClientAuthenticationMethod : Ntlm
IISAuthenticationMethods : {Basic, Ntlm, Negotiate}
XropUrl :
ExternalClientsRequireSsl : True
InternalClientsRequireSsl : True
Can anyone help me identify the problem?

Hi,
Agree with Andy,you can change the ExternalClientAuthenticationMethod to NTLM,
In addition, I recommend you refer to the following article:
Users Constantly Prompted for Credentials after Being Migrated to Exchange 2013
Thanks.
Note: Microsoft is providing this information as a convenience to you. The sites are not controlled by Microsoft. Microsoft cannot make any representations regarding the quality,
safety, or suitability of any software or information found there. Please make sure that you completely understand the risk before retrieving any suggestions from the above link.
Niko Cheng
TechNet Community Support

Outlook clients with SL server and ICAL/Addressbook server

Hi!
I have a customer intrested in replacing their old SSB 2003 server with an SL server. I wonder if this combo can accommodate their calendaring needs.
- They need to view eachothers calendars side by side in outlook
- They need to have shared calendars with read/write access
- Central store for contacts
They want the experience to closely reassemble Outlook/Exchange, but are prepared to make some changes in working methods if nessecary.
Is this even possible or are they forced to move to a new SBS 2008 server instead? They are only 7 in the office, so doing witout an expensive SBS 2008 server would save them around 5000$ in investments.
/Hasse

Can't I just set up Exchange as one of my calendars in ical?
Only if you're running Snow Leopard and your employer will allow access (different than iPhone/mobile device access, so most likely not), but not needed - keep reading.
Is it really true that I have to choose between syncing Exchange with work server OR syncing iCal with personal Macbook?
No. It was true, but with the v3.0 software that changed - you can now sync your Exchange contacts and calendar over the air, and your Address Book and iCal via iTunes over the docking cable.
What is the best work around for this?
None needed. When you set up the exchange account, and choose to turn on syncing of contacts and calendars, you will be prompted to remove all other data, or keep it on the iPhone. Choose the keep option. Note that in that case, your personal data will not be uploaded to the Exchange server - the iPhone keeps them separate (although you can choose to view them in a merged fashion).
I have this set up on my phone (Exchange calendar along side personal and other calendars from iCal). Same for contacts. Works great.

Share windows outlook calendar with outlook:mac calendar

My work computer is a macbook pro. Windows users have invited me to share their outlook calendars, but I can't see them. Are there resolutions to this problem (other than convincing everyone to get Macs?).

Hello ramirofromstrockholm,
The steps detailed below explain how to go about publicly share a calendar (which doesn't require that one be an iCloud user to accept).
Click the Share button to the right of the calendar you want to share, then select Public Calendar.
Note: You can also share the same calendar privately. For instructions, see the previous task, “Share a calendar privately.”
To invite people to view the calendar, click Email Link.
Type one or more email addresses in the To field, then click Send.
The people you specify automatically receive an invitation email that includes the calendar’s URL. An invitee doesn’t need to be an iCloud user to accept an invitation to view a shared public calendar.
In the sidebar, a shared calendar has a dark Share button.
You can also resend invitations to one or more invited participants at any time.
iCloud: Share a calendar with others
http://support.apple.com/kb/PH2690
Regards,
Allen

CRM 2011 - Exporting a view in 2011 Outlook Client

Using CRM 2011 on - premise with 2011 outlook client RU17
For a few custom entities exporting the default view to excel within Outlook Client results in a generic error pop up.
With tracing on I see the following error:
System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #0086DABC: System.Web.HttpUnhandledException (0x80004005): Exception of type 'System.Web.HttpUnhandledException' was thrown.
---> Microsoft.Crm.CrmException: Number of link entities in query exceeded maximum limit.
The same view exports to Excel with no issues via IE.
I have seen references to this error but nothing that has helped or pointed out a difference to look at between the Outlook Client versus IE.
Regards
Robert

if this is machine specific and Outlook Client related then I would start with ensuring the machine has all the latest Office and OS updates not just the latest security patch but all the latest updates. You'll also want to ensure there are no other
add-ins causing a conflict in Outlook, virus protection is not causing an issue, the machine has sufficient memory, etc. Basically ensure the machine has been optimized for the Outlook Client.
https://curah.microsoft.com/211516/crm-2015-helpful-resources
Regards, Donna

Using EchoSign for Dynamics CRM with Microsoft Outlook Client

We have successfully integrated Adobe Echosign with Dynamics CRM 2013 (on-premise) and have been issuing contract documents etc via Dynamics for almost a year. Initially, users were able to issue using both Dynamics web client & Outlook Client. Unfortunately, after the Outlook client SP1 RU1, we have lost the Echosign functionality via the Outlook client. Outlook client SP1 RU2 has just been installed with no change to the loss of Echosign functionality. This leaves us with only Dynamics web access if we need to issue a document via the Echosign for Dynamics solution, which is frustrating for our users. Has anyone else experienced this issue and been able to fix it? Any pointers would be appreciated.
19/02/2015:
Update - uninstalled Office and installed 32 bit Office 365. the Outlook client now works. users with Office 365 64 bit cannot send via Outlook client. uninstalling and installing 32 bit solves the issue (so far).

Hi Steve,
Thanks for the update here. It appears to be that the 64bit version is still having issues which is being investigated.

What is the best CRM to integrate with Outlook for Mac 2011?

Hello,
I am rather new to Mac and need to employ a CRM for a new small business. After reading reviews we deciding on using Salesforce.com, since it is web-based and seemed to be the best option for mac users. However, now that we have subscribed to it we have discovered that it does not integrate with Outlook for Mac 2011. Even after inquring on third party apps and plug-ins, it does not appear there is a solution. MailDrop only works with Entourage and MacMail, which we don't use, or want to use. iHance and Riva seemed liked possible choices, however they do not support Salesforce Group Edition, which is what we have. Changing our subscription from Group to Professional edition is a huge jump in price per month. Plus we would most likely need to pay for a monthly app/plug-in fee.
Bottom line, we want to keep using Outlook for Mac 2011 and use an effective CRM. Any constructive advice is welcomed:
Any third party apps, plugins, work arounds that I may not have mentioned?
Any other suggestions for CRMs that integrate well with Outlook for Mac 2011?
At it's simpliest level, is there a way to export contacts from Outlook for Mac 2011 into our Salesforce account? If so, I want to make sure to avoid loading duplicates in the future.
Thank you.

Well, "feeling your pain" is almost cliche at this point. I imagine every MAC deployed business out there is not completely happy with the SalesForce answer. As a user, the perfect world is to keep using Outlook, have it be a powerful CRM - and not have to leave the MAC OS environment.....
I can tell you the direction I am going in, but I don't have any results as yet. I found a link from a MAC developer that has figured a stable way to do this. With the use of "Parallels" and "MS Dynamics CRM", there may be light at the end of the tunnel. Essentially, you can now have a powerful CRM - without having to leave MS Outlook - and still use your MAC. As I said, I will have to try it myself to comment further, but at least it is one realistic answer to keeping your MAC in the business world.
Here it is: http://www.powerobjects.com/blog/2012/07/02/mac-os-x-and-microsoft-dynamics-crm/

CRM 2011 outlook client with Outlook 2013

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