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Customer experience | Sales, Customer Insights,...
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Dynamics App for Outlook - regulary occouring problems

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Posted on by 50

Since over a year now we have regular problems with the “Dynamics App for Outlook”. We use Dynamics 365 for Sales Enterprise (current version in the cloud) and Office 365 for Business Standard.

The last solution which seemed to work for a longer time was to implement a script, that clears the internet explorer cache and the windows temp folder when the computer starts.

However, recently we are getting more problems again. I summarize the kind of problems:

 

  1. Emails being tracked end up at a different contact
  2. Emails being tracked seem to not end up anywhere (which might be related to the first problem, that a different contact gets it)
    1. It seems the App freezes and doesn’t refresh when you select a new email. Therefore the last contact that was selected gets the tracking. It can’t be because of computer speed or internet speed. Both is excellent.
  3. The symbol in the email which shows that the email has been tracked sometimes is gone and then only after a restart there.
  4. The App shows that it is inactive and only the complete restart of outlook solves the problem
  5. The app crashes and shows a window with the option to restart it (which works)

 

Problem number 1 and 2 are most annoying, but some users complain about the app crashing several times a day (like every 30 minutes or so).

We have different versions of Office, like version 2002 and newer, also 64-bit and a few 32-bit variants. This is due to new installations of our clients. However there seems not to be a connection between the versions.

Things I have tried to solve this:

  1. The mentioned script which runs at every reboot (seemed to have effect a few month ago)
  2. Adding several urls to the allowed sites in IE via gpo (made no difference)
  3. Disable the automatic tracking based on an artificial intelligence, since that caused emails being tracked automatically which were not supposed to be tracked
  4. Removing and adding the App for the user via the Dynamics App for Outlook main settings page. à this actually solved the problem for one user
  5. Reinstalling office (which made no difference, or at least only temporary)

Is there something like a complete checklist available, what might cause this?

I’ve already tried most of the supposed solutions I could find in Microsoft forums etc. However, we still have these problems which make working with this is really frustrating.

Is there some expert out there who might know the solution here?

I have the same question (0)
  • LCRMAdminG Profile Picture
    329 on at

    I am having some similar issues with our Dynamics app. I had several users have long threads of emails get tracked into CRM, sometimes with sensitive materials. I ended up completely turning off the relational tracking, and that way users can manually track individual emails, without relational tracking throwing everything in the system.

    I don't have many suggestions but below are some things I've discovered:

    1. Having users in Outlook 2016 or newer helps significantly

    2. If users are having connection issues, I do a full re-sync where I re approve their email, test and enable their inbox again, and then remove and push the outlook plugin from the dynamics side. This has about a 90% success rate for my user's issues.

    Hopefully we can crowdsource some more answers!

  • DerAndreas Profile Picture
    50 on at

    Hi Toni G,

    thanks for your answer. Point 1 is already the case. With version 2002 or newer i meant the Office 365 versions. I didn't mean the year :-)

    Point 2 i will try and give you feedback if i can.

  • DerAndreas Profile Picture
    50 on at

    After re-applying the right for all allowed users to use the Dynamics App and also starting the test and activate the mailbox again, it seems to have at least some kind of impact.

    One person send me screenshots now with the error message that there occoured an error while signing him in. (which is strange that it is him in most cases). sometimes it happens that after an inactivity for about 10 minutes the app also shows the message of being inactive and you would have to restart outlook again to make it work. I can't really speak for all the errors that might be, cause you know....even if you tell the people to tell you about any error, they just don't always do it.

    I'll try keeping this thread alive

  • DerAndreas Profile Picture
    50 on at

    Hey,

    i can confirm, that it did not make things better. However one perseon gets a different error message than before but it is stillthe same kind of error, that there were problems with signing in.

    What puzzles me most is, that we are all working from the same network, have the same gpo's applied etc. I will still investigate it time allows it.

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