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Microsoft Dynamics CRM (Archived)

CRM 2011 - Shared Calendar Set Regarding does not work (BUG?????????)

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Posted on by 4,515

Hi all,

I am having an issue where Set Regarding is not working through Shared Calendars. Basically:

Sales Manager - creates an appointment
Assistant (full access to Sales Manager calendar) - goes into Sales Manager calendar and clicks "Set Regarding" to an account.

The problem is however is that Sales Manager does not see a link to CRM until he actually opens and then click saves on that appointment. That actually makes no sense.... We tried pushing synchronize and reloading outlook but still the link does not appear. Does anyone know what can I do??? This looks like a bug?

 

Dan

 

We use CRM 2011 on premises, with latest Rollup 18 and MS Outlook 2010

 

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  • Suggested answer
    Magor Kovacs Profile Picture
    1,835 on at

    Hello donyc,

    In order to track Share Calendar items to CRM by CRM Outlook Client, we need the following actions:

    1. Add registry key DelegateMailboxEnabled on both machine:

    • Click Start, click Run, type regedit, and then click OK.

    • Locate and then click the following registry subkey:

    • HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient

    • Right-click MSCRMClient, point to New, and then click DWORD Value.

    • Name this DWORD value "DelegateMailboxEnabled."

    • Double-click DelegateMailboxEnabled.

    • In the Value data box, type 0x00000001.

    2. Assign enough permission to the Sales Manager in the Assistant's Outlook.

    • On the Sales Manager's machine, Open Outlook, Click Tools=>Options, under Delegates tab, click Add.

    • Select the Assistant's account, then click OK.

    • Make sure both have Reviewer rights on Inbox, Contacts, Tasks, and Author rights on Calendar.

    • Click OK, restart the machines and check if it Works.

  • donyc Profile Picture
    4,515 on at

    Hi Magor, I did all of the above including adding Calendar permissions.. I assigned same rights to both users. Now it works for one user but not the other. Since I assigned exactly same permissions and followed same steps, any idea what else can I do to figure out why it does not work for one user? It still says "This meeting will be Tracked in CRM after it is saved or sent"

    Any help would be appreciated because at this point I am really getting fed up with Microsoft...............

  • donyc Profile Picture
    4,515 on at

    anyone else any thoughts?

  • Suggested answer
    Magor Kovacs Profile Picture
    1,835 on at

    Hello donyc,

    At this point, I'd highly suggest opening a support ticket so we can have a resource dedicated specifically to solving this issue for you.

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