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Microsoft Dynamics CRM (Archived)

Can you only use Individual and Contact type email templates through CRM for Outlook

Posted on by 2,095

Hi

I've been trying to create a few email templates to streamline processes. My team is currently sending emails via Outlook and tracking it back to CRM via the CRM for Outlook plugin.

I do understand that to use the template, you'll need to first track the email or set regarding to a specific entity (in our case all emails track back to the opportunity).

The issue is that the CRM for Outlook won't let me access any of the organization templates. Is the restriction in place because the entities aren't related to the contact?

When I try to click templates in Outlook, it pops up saying that it's trying to connect to crm and then nothing. No popup with a list of templates or anything.  Any help troubleshooting this would be greatly appreciated.

UPDATE:

I'm also getting the below error

See the end of this message for details on invoking
just-in-time (JIT) debugging instead of this dialog box.

************** Exception Text **************
System.NullReferenceException: Object reference not set to an instance of an object.
at Microsoft.Crm.Application.SMWrappers.CrmOutlookWebBrowser.CrmPageContext.CheckNavigationProgress()
at Microsoft.Crm.Application.SMWrappers.CrmOutlookWebBrowser.CrmPageContext._navigationTimeOutTimer_Tick(Object sender, EventArgs e)
at System.Windows.Forms.Timer.OnTick(EventArgs e)
at System.Windows.Forms.Timer.TimerNativeWindow.WndProc(Message& m)
at System.Windows.Forms.NativeWindow.Callback(IntPtr hWnd, Int32 msg, IntPtr wparam, IntPtr lparam)


************** Loaded Assemblies **************
mscorlib
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/Windows/Microsoft.NET/Framework/v4.0.30319/mscorlib.dll
----------------------------------------
Microsoft.Crm.Application.Outlook.Components.Platform
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Outlook.Components.Platform.DLL
----------------------------------------
System
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System/v4.0_4.0.0.0__b77a5c561934e089/System.dll
----------------------------------------
System.Core
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Core/v4.0_4.0.0.0__b77a5c561934e089/System.Core.dll
----------------------------------------
System.Windows.Forms
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Windows.Forms/v4.0_4.0.0.0__b77a5c561934e089/System.Windows.Forms.dll
----------------------------------------
System.Drawing
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Drawing/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.Drawing.dll
----------------------------------------
Microsoft.Crm.Application.Outlook.OfflineSync
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Outlook.OfflineSync.DLL
----------------------------------------
Microsoft.Crm.Application.Components.Platform
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Components.Platform.DLL
----------------------------------------
Microsoft.Crm.Core
Assembly Version: 7.0.0.0
Win32 Version: 7.1.1.1095
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/Microsoft.Crm.Core.DLL
----------------------------------------
Microsoft.Crm.Platform.Sdk
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Platform.Sdk.DLL
----------------------------------------
Microsoft.Crm
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/Microsoft.Crm.DLL
----------------------------------------
Microsoft.Interop.Mapi.Interfaces
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Interop.Mapi.Interfaces.DLL
----------------------------------------
Microsoft.ExceptionHelper
Assembly Version: 1.0.0.0
Win32 Version: 1.0.0.0
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.ExceptionHelper.DLL
----------------------------------------
Microsoft.Diagnostics.Tracing.EventSource
Assembly Version: 1.0.18.0
Win32 Version: 1.0.18.0
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/Microsoft.Diagnostics.Tracing.EventSource.DLL
----------------------------------------
System.Web
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_32/System.Web/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.Web.dll
----------------------------------------
Accessibility
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/Accessibility/v4.0_4.0.0.0__b03f5f7f11d50a3a/Accessibility.dll
----------------------------------------
Microsoft.Crm.Application.Outlook.WebBrowser
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Outlook.WebBrowser.DLL
----------------------------------------
Microsoft.Xrm.Sdk
Assembly Version: 7.0.0.0
Win32 Version: 7.1.1.1095
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/Microsoft.Xrm.Sdk.DLL
----------------------------------------
Microsoft.Interop.Mapi.Impl
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Interop.Mapi.Impl.DLL
----------------------------------------
System.Xml
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Xml/v4.0_4.0.0.0__b77a5c561934e089/System.Xml.dll
----------------------------------------
System.Data.SqlServerCe
Assembly Version: 4.0.0.0
Win32 Version: 4.0.8876.1
CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System.Data.SqlServerCe/4.0.0.0__89845dcd8080cc91/System.Data.SqlServerCe.dll
----------------------------------------
System.Data
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_32/System.Data/v4.0_4.0.0.0__b77a5c561934e089/System.Data.dll
----------------------------------------
System.Runtime.Serialization
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Runtime.Serialization/v4.0_4.0.0.0__b77a5c561934e089/System.Runtime.Serialization.dll
----------------------------------------
Microsoft.Crm.Sdk.Proxy
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Sdk.Proxy.DLL
----------------------------------------
System.ServiceModel
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.ServiceModel/v4.0_4.0.0.0__b77a5c561934e089/System.ServiceModel.dll
----------------------------------------
Microsoft.IdentityModel.Clients.ActiveDirectory
Assembly Version: 2.14.0.0
Win32 Version: 2.14.20115.1115
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.IdentityModel.Clients.ActiveDirectory.DLL
----------------------------------------
Microsoft.Crm.Core.Extensions
Assembly Version: 7.0.0.0
Win32 Version: 7.1.1.1095
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/Microsoft.Crm.Core.Extensions.DLL
----------------------------------------
System.Security
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Security/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.Security.dll
----------------------------------------
SMDiagnostics
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/SMDiagnostics/v4.0_4.0.0.0__b77a5c561934e089/SMDiagnostics.dll
----------------------------------------
System.Transactions
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_32/System.Transactions/v4.0_4.0.0.0__b77a5c561934e089/System.Transactions.dll
----------------------------------------
System.ServiceModel.Internals
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.ServiceModel.Internals/v4.0_4.0.0.0__31bf3856ad364e35/System.ServiceModel.Internals.dll
----------------------------------------
System.Configuration
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Configuration/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.Configuration.dll
----------------------------------------
System.EnterpriseServices
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_32/System.EnterpriseServices/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.EnterpriseServices.dll
----------------------------------------
Microsoft.Crm.Sdk
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.1095
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/Microsoft.Crm.Sdk.DLL
----------------------------------------
Microsoft.Crm.Admin.AdminService
Assembly Version: 7.0.0.0
Win32 Version: 7.1.1.1095
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Admin.AdminService.DLL
----------------------------------------
System.IdentityModel
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.IdentityModel/v4.0_4.0.0.0__b77a5c561934e089/System.IdentityModel.dll
----------------------------------------
System.Xaml
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Xaml/v4.0_4.0.0.0__b77a5c561934e089/System.Xaml.dll
----------------------------------------
Microsoft.Crm.ObjectModel
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.ObjectModel.DLL
----------------------------------------
Microsoft.Crm.MapiShared
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.MapiShared.DLL
----------------------------------------
Microsoft.Crm.Sdk.Reserved
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Sdk.Reserved.DLL
----------------------------------------
System.Net.Http
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Net.Http/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.Net.Http.dll
----------------------------------------
AntiXssLibrary
Assembly Version: 4.2.0.0
Win32 Version: 4.2.0.0
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/AntiXssLibrary.DLL
----------------------------------------
WinFormsRegions
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/WinFormsRegions.DLL
----------------------------------------
Microsoft.Crm.Platform.Server
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Platform.Server.DLL
----------------------------------------
System.Numerics
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Numerics/v4.0_4.0.0.0__b77a5c561934e089/System.Numerics.dll
----------------------------------------
Microsoft.Crm.Application.Outlook.Components.Platform.XmlSerializers
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Outlook.Components.Platform.XmlSerializers.DLL
----------------------------------------
System.Web.Services
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Web.Services/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.Web.Services.dll
----------------------------------------
CustomMarshalers
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_32/CustomMarshalers/v4.0_4.0.0.0__b03f5f7f11d50a3a/CustomMarshalers.dll
----------------------------------------
Microsoft.Office.Interop.Outlook
Assembly Version: 15.0.0.0
Win32 Version: 15.0.4569.1507
CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/Microsoft.Office.Interop.Outlook/15.0.0.0__71e9bce111e9429c/Microsoft.Office.Interop.Outlook.dll
----------------------------------------
office
Assembly Version: 15.0.0.0
Win32 Version: 15.0.4613.1000
CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/office/15.0.0.0__71e9bce111e9429c/office.dll
----------------------------------------
Interop.SHDocVw
Assembly Version: 1.1.0.0
Win32 Version:
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Interop.SHDocVw.DLL
----------------------------------------
Microsoft.mshtml
Assembly Version: 7.0.3300.0
Win32 Version: 7.0.3300.0
CodeBase: file:///C:/WINDOWS/assembly/GAC/Microsoft.mshtml/7.0.3300.0__b03f5f7f11d50a3a/Microsoft.mshtml.dll
----------------------------------------
System.Management
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Management/v4.0_4.0.0.0__b03f5f7f11d50a3a/System.Management.dll
----------------------------------------
Microsoft.Crm.Application.Components.Strings
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Components.Strings.DLL
----------------------------------------
Microsoft.Vbe.Interop.Forms
Assembly Version: 11.0.0.0
Win32 Version: 15.0.4569.1507
CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/Microsoft.Vbe.Interop.Forms/11.0.0.0__71e9bce111e9429c/Microsoft.Vbe.Interop.Forms.dll
----------------------------------------
Microsoft.Crm.Application.Components.Platform.XmlSerializers
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Components.Platform.XmlSerializers.DLL
----------------------------------------
Microsoft.Crm.Workflow
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Workflow.DLL
----------------------------------------
Interop.WUApiLib
Assembly Version: 2.0.0.0
Win32 Version:
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Interop.WUApiLib.DLL
----------------------------------------
Microsoft.Crm.Application.Components.Shared
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Application.Components.Shared.DLL
----------------------------------------
Microsoft.Crm.Extensibility.Converters
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Extensibility.Converters.DLL
----------------------------------------
Microsoft.Crm.Common.Application.Platform
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Common.Application.Platform.DLL
----------------------------------------
Microsoft.Crm.Marketing.Application.Platform
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Marketing.Application.Platform.DLL
----------------------------------------
Microsoft.Crm.Service.Application.Components.Platform
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Service.Application.Components.Platform.DLL
----------------------------------------
Microsoft.Crm.Sales.Application.Platform
Assembly Version: 7.0.0.0
Win32 Version: 7.1.0001.3113
CodeBase: file:///C:/Program%20Files%20(x86)/Microsoft%20Dynamics%20CRM/Client/res/web/bin/Microsoft.Crm.Sales.Application.Platform.DLL
----------------------------------------
Microsoft.GeneratedCode
Assembly Version: 1.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Xml/v4.0_4.0.0.0__b77a5c561934e089/System.Xml.dll
----------------------------------------
System.Xml.Linq
Assembly Version: 4.0.0.0
Win32 Version: 4.6.1586.0 built by: NETFXREL2
CodeBase: file:///C:/WINDOWS/Microsoft.Net/assembly/GAC_MSIL/System.Xml.Linq/v4.0_4.0.0.0__b77a5c561934e089/System.Xml.Linq.dll
----------------------------------------

************** JIT Debugging **************
To enable just-in-time (JIT) debugging, the .config file for this
application or computer (machine.config) must have the
jitDebugging value set in the system.windows.forms section.
The application must also be compiled with debugging
enabled.

For example:

<configuration>
<system.windows.forms jitDebugging="true" />
</configuration>

When JIT debugging is enabled, any unhandled exception
will be sent to the JIT debugger registered on the computer
rather than be handled by this dialog box.

Kind Regards

Mike

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