The Outlook Client for Dynamics CRM 4.0 can generate a lot of issues, particularly if you want to be able to go offline. If you treat it with some care though, it will serve you well! A few tips:
· Before installing the client, use Microsoft Update to ensure that your OS and other software is up to date.
· Make sure you install the same CRM Update Rollup as your CRM server currently has installed.
· Don’t install “Free” Internet Explorer toolbars (e.g. Yahoo/Google) as these often contain Pop Up blockers and other supposedly helpful tools that can all conspire against the CRM client.
· Make sure that your CRM server has been added to your trusted sites - both internal and external addresses if you are using an Internet Facing Deployment (IFD).
· Check your synchronisation settings. The most common problem is unintentionally choosing to synchronise thousands of contacts into Outlook (and hence to your phone etc.)
· If you plan on going offline, review your Local Data settings carefully. Avoid the temptation to take everything offline, the local data settings are there for a reason!
Regards
Stuart Brown
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