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I, and another user and my company, are receiving an error message when attempting to link specific types of Outlook records to CRM using the CRM Add-in for Outlook. The error message only appears when using the "Track" or "Set Regarding"/"Set Parent" function from a view of records. Here is the specific error message:
At no point does the record appear to be linked to CRM. Also, if we open a specific record, try to use one of these functions, and save, nothing appears to happen. There is no error message, the CRM footer does not appear at the bottom of the record, and the CRM-related buttons in the ribbon do not change.
A few things worth nothing:
Things we've tried without any success:
Here are the 2 trace files created by taking the following steps:
The only reference I can find to the error online suggests that the issues has something to do with user-defined fields. I, and the other user, have not purposely added any user-defined fields. However, I'm not sure if the user-defined fields that CRM uses would be useful. Just in case, here's a comparison of fields for a successfully linked contacts (that was created via Outlook filters), and the fields for a contact after it's produced the error.
User Defined Fields in this item:
User Defined Fields in folder:
I'm anyone can provide guidance as to how to remedy this issue, it would be greatly appreciated. Thanks!
Following post will resolve this issue:
if my answer has helped you, please mark it as verified
That was the first article I looked at when trying to solve this issue. The solution proposed in the article does not seems to apply in my case. As I said in my original post:
"The only reference I can find to the error online suggests that the issues has something to do with user-defined fields. I, and the other user, have not purposely added any user-defined fields. "
I also included all the user defined fields for both a linked contact, and an Outlook contact that produces the error.
This usually occurs if there is any Custom Field from User Defined field in Developer Tab. That needs to be removed.
Navigate to contacts -->View --> View Settings --->Columns -->All Contact field check if any Custom field is added also check in the user defined field.
Try to remove any custom field and try tracking the contact.
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