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Microsoft CRM & Internet Explorer 8 (IE8)

Frank Lee Profile Picture Frank Lee 4,617
As Microsoft Internet Explorer 8 (IE8) becomes more mainstream - I have more folks asking about some of the error messages that come up when using Microsoft Dynamics CRM such as the CRM Window is blocked by popup blocker even when popup blocker is disabled, CRM Outlook Client disables after a few operations, etc.
 
Here is the setup that I would recommend for folks running Microsoft CRM & Internet Explorer 8 (IE8):
 
1. Reset Microsoft Internet Explorer 8 (IE8) Security Zones to default level
This is a good practice for Windows that were upgraded from IE7 since IE 7 may carry over some conflicting settings to IE 8.  From IE 8 >> Tools menu >> Internet Options >> Security tab:
 

 
2. If using Microsoft Windows Vista or Windows 7: Enable the Protected Mode for "Trusted sites" security zone
 
 
 
3. Run the Microsoft CRM Diagnostic if you have running the CRM Outlook Client and fix any items reported
Start >> Programs >> Microsoft Dynamics CRM >> Diagnostics:
 
 
 
Contact us if you need help with your Microsoft CRM needs.  Free Estimate.

 

Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP
http://www.workopia.com/Links.htm


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