A collection of notes relating to Shared Calendar troubleshooting.
Functionality for synchronization of Appointments on another user's PC via Shared Calendars is not guaranteed. It relies on your local infrastructure & network. Please contact us for further info.
Permissions must be set on the TARGET User's calendar (eg the Adviser):
- Open Outlook Calendar on TARGET User's PC
- Click the Calendar Permissions button in the ribbon
Most flexible (and maintenance free) setup is to have only two roles:
Default = Editor
Anonymous = None
Cached Exchange Mode
Cached Exchange mode is recommended on the user's Primary Email account.
- Open Outlook
- Select File > Account Settings > Account Settings...
- Select the Primary Email Account and click Change
- Ensure Use Cached Exchange Mode is enabled
- Mail to keep offline is recommended to be set to All
- Select More Settings...
- Select the Advanced Tab
- Uncheck Download shared folders option
- Apply changes, close Outlook and Restart
Calendar Posting Method
- Navigate to the user's Outlook calendars
- Right Click on the Shared Calendar and select Properties.
- “When posting to this folder, use” should be set for IPM. Appointment.
Add registry key DelegateMailboxEnabled on both PC's (Please take a backup first)
- Click Start > Run > type regedit then hit Enter
- Locate and the following registry subkey:
- Right-click MSCRMClient and click New > DWORD Value
- Name the value DelegateMailboxEnabled
- Double-click DelegateMailboxEnabled
- Enter the Value = 1
- Click OK, Restart the machines and check if it works
In some cases a PC was running v4.5 or earlier.
After installing an update to 4.6.1 or higher we were able to reconfigure and launch Outlook successfully and the Set Regarding button was lit up/working fine.
This Microsoft update was issued as an important security update. Please check it’s posting (http://support.microsoft.com/kb/3008923) for more information about what it contained before deciding whether to remove it or not. Also, note that if you don't change your Windows Update settings, Windows will attempt to install this update each time it runs.
Patch released that resolves this issues introduced by the above update.
→Uninstall all the updates of Microsoft Dynamics CRM Online.
→Go control panel to uninstall the CRM Outlook Client
→Uninstall CRM client completely with SQL Express 4.0
→Uninstalled Microsoft online service sign in assistance
→Then delete the folder %localappdata%\Microsoft\MSCRM\ and %appdata%\Microsoft\MSCRM\
→Clear temp files, run command %temp% and delete files at this location
→Run regedit.exe to open registry and then delete folders and their sub-folders if they exist
→Checked Previous version of Office older OLB file
the version keys (e.g. 9.4 ,9.3 and 9.5) was not present
→Download fresh CRM client for Outlook (Depending bit version of Office)
→Install the CRM client for outlook with Offline capability, by clicking Offline.
→Download and install Latest update.
(Depending bit version of Office)
→Proceed settings before install and configure the CRM Outlook Client.
→Add sites in trusted sites of IE and bypass in proxy server, firewall and anti-virus application if there are any https://*.dynamics.com
→Clear Your IE cache, Go Internet Options > General tab, click Delete, mark Temporary Files, Cookies and unmark others, click delete
→Set IE as a default browser
→Confirm the system date and time are correct with the time zone as described below
→Deleted generic credentials from credential manager
→Configure CRM Client for Outlook.
→Open configuration wizard, select CRM Online , Test connection , CRM successfully configured with outlook