My organization is having an issue using CRM with Outlook. To keep things simple for our staff who are not as tech saavy we are trying to use Shortcuts in Outlook so our staff only see the parts of CRM the require. Specifically Leads and Accounts. This is where our problem arises.
When trying to load Leads or Accounts, regardless of the view we get the following error:
This does not happen with all sections of CRM. If I load Opportunities or Contacts I do not get this error.
After clicking Ok the data does load if we open a new view, but as you can see in the screenshot the Ribbon at the top is missing all the CRM related icons, which our team needs to work.
Our CRM setup has a lot of customizations, mostly additional fields and workflows, so we assumed at first this was the cause. We tested this functionality on a fresh CRM install, and had no errors so this confirmed our suspicions.
In an attempt to diagnose the issue we've tried the following without any luck:
- disabled any and all workflows
- removed all custom fields from the view 1 by 1 to see which might be the culprit
- removed all custom fields from the actual lead/account form just in case the form was being preloaded and causing the error
- disabled all libraries on the view/form
Does anyone have any ideas what else we could try? I realize this is difficult to diagnose since it is related to customizations, but I beleive I have disabled everything we've done. Starting over from a working CRM is not really feasible as we've been making these customizations for the better part of a year and need them for our Sales and Support processes.
Any ideas would be greatly appreciated.
As an extra note, if I view the page on the web rather than through outlook we get no errors. However if I use the inspector I get the following:
