Customer Effective is a leading innovator in relationship management and process automation solutions based on the Microsoft Dynamics CRM platform. The company is a Gold Certified National System Integrator having completed hundreds of Microsoft Dynamics CRM implementations and development projects. Recent CRM and Microsoft awards include recognition as Microsoft’s 2013, 2012, 2011 and 2010 East Region CRM Partner of the Year, the 2013 US Financial Services Partner of the Year, a 2013 US Reseller of the Year Award Finalist, the a 2012 Worldwide Microsoft Financial Services Partner of the Year Finalist, the 2013 and 2010 Worldwide CRM Partner of the Year Finalist, the 2009 Worldwide Microsoft Financial Services Partner of the Year Award Winner, being named to the Microsoft Dynamics President’s Club from 2006 through 2010 and in 2012 and 2013, recipient of the Microsoft Dynamics Inner Circle distinction in 2008 through 2010 and in 2012 and 2013, as well as being a member of the 2008, 2009,2010, 2011, 2012 & 2013 Inc. 500|5000 list.
Some users have experienced problems with Outlook synchronization after installing update rollup 7. This is a side-effect of the new functionality in rollup 7 that allows users to track items on shared Outlook calendars. This delegate functionality works great if you have write access to the shared calendars, but runs into problems if you only have read access to these calendars. When CRM tries to synch outlook and CRM, CRM for outlook tries to update these shared records. If you don’t have write access to the calendars that you share, CRM will be unable to update these records in Outlook, and synch errors will happen.
If you use crm and do not use shared calendars, or if you use crm and use shared calendars, but you have write access to the shared calendars, you won’t have a problem. The problems arise if you have shared calendars and you can’t write to these calendars.
If this applies to you, you can disable the delegate functionality with a registry change (detailed below in steps 8-9). If you have already installed update rollup 7 and are experiencing the problems, you first have to clear out your Outlook Exchange Cache—this is because cached exchange mode caches not just your local Exchange records, but also those of any calendars that you share.
The following process will fix the synch errors:
1. With Outlook open, click Tools -> Account Settings
2. Select your email account and click Change
3. Uncheck the “used cached Exchange Mode” and click next
4. Restart Outlook
5. Manually sync (click crm menu and click synchronize with outlook). If you get any error, click the “ignore all errors” checkbox
6. Open regedit
7. Go to HKEY Current User\software\Microsoft\MSCRMClient
8. Set SyncNoRebuildIdMappingTable value to 0
9. Set DelegateMailboxEnabled to 0 (Create this DWORD value if it is missing).
10. Close regedit
11. Clear the syncerrors folder in Outlook (you will need to hit the “all folders” button on the bottom if you don’t see the sync errors folder.
12. Follow steps 1-3 and recheck the “used cached Exchange Mode” button, then close Outlook.
13. Restart your computer
When your pc boots back up, open Outlook and do a manual sync. You should now not see any errors.
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