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Microsoft Dynamics CRM (Archived)

"Track in CRM" missing in outlook 2007 emails on windows 7 x64

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We are tracking an issue that is happening with regularity among several of our users that have received Windows 7 over the past few months. When heavy CRM 4.0 Rollup 9 users open an email, they typically see the "Track in CRM" and "Set Regarding" menu in the outlook email toolbar menu. However, randomly this toolbar will disappear. Once it disappears, the user will have to close and reopen outlook at which point the toolbar functionality comes back and they can proceed.

When the toolbar disappears, it is still available in the general outlook client. It only disappears when you double-click an email to open the message and try to use it from the message's toolbar. The problem with the general outlook client toolbar is that you can't quickly "set regarding" without doing a formal search which adds a few steps that users dislike.

We've tried updating the users to rollup 21 but this behavior did not change. We are now trying to figure out how to prevent this from happening and have come up completely empty handed. I haven't found a single instance online where someone has experienced this behavior.

Client Info

CRM 4 (Rollup 9 and 21)

Windows 7 x64 (fully patched)

Outlook 2007 (fully patched)

IE 9

McAfee 8.8

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I have the same question (0)
  • Andy Macdonald Profile Picture
    5 on at

    Hi,

    I'm sorry I'm not able to offer a solution but we have a similar problem with one user here.  He is using CRM 2011, on a Windows 7 x64 machine running Outlook 2007.  A couple of weeks ago he had to open Outlook in safe mode.  SInce then he has lost the ability to track or set regarding directly from an email and we can't find anything in the settings to reinstate the functionality.

  • Gayatri Shevde Profile Picture
    460 on at

    Hello ,

    Can you share the Client Trace file .

    Regards,

    Gayatri Shevde

    Microsoft Dynamics CRM

  • Verified answer
    Community Member Profile Picture
    on at

    I can't. I opened this ticket 2.5 years ago. We are now on CRM 2011 with Office 2013 which doesn't experience the original issue.

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