1. One of our clients that installed CRM V1.0 and has since removed V1, uninstalled and moved through all versions and is now on 4.0 is in the process of tracking some outlook contacts to CRM. The user that is tracking his contacts has noticed that his track in CRM button in outlook is being grayed out on certain contacts. The only correlation that we are able to make is that the grayed out contacts were at one point in time tracked in V1. Have you ever come across this- do you know of a work around and/or suggestions?
2. When tracking contacts from Outlook to CRM – the notes field in outlook carries over to the Details tab – description open field. When the information is deleted in CRM – it deletes it form Outlook as well. This is taking place within our clients environment; but is not taking place within my environment – is there a setting that I am missing?
3. Lastly – If a users contacts are tracked in CRM – then that user is moved from a full license to a read only license – are any updates written back to outlook under the read only status license? Any other impacts positive or negative around this scenario that you are aware of?
Any and All feedback, suggestions, questions, etc. are appreciated. Thank you.
Greg Wartes
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