Potential problems

1. Configuration window does not open when Outlook is started

If the configuration window does not open automatically the first time Outlook is started, it can also be started manually in the Start menu. In the Start menu, search for the folder Microsoft Dynamics CRM 2015 or 2016, open it and run the Configuration Wizard.


The following window should then open and you can configure the connector as described here.


2. CRM elements in Outlook are grey and cannot be executed. (Plugin does not seem to work)

If you click on the navigation point CRM in Outlook and all symbols are grey and not clickable as in the following picture


Then you can solve this as follows: In Outlook, click on File and then on Manage COM Add-Ins.


In the following window, look for the Microsoft Dynamics CRM item and click Always enable this add-in and then click on Apply.


Now the navigation point CRM should be active again and the synchronisation should work as usual. Outlook automatically monitors add-ins, please click on Do not monitor this add-in for the next 30 days in this case the plugin should work flawless for the next 30 days.

Weitere Artikel

Jobs

Create a job

In this instruction we will show you how to create a job in the CRM

Read more
Accounts

Balance of a company

In this instruction we explain the function of credits of a company and how you can manage them

Read more
Contacts

Definition and Assignment of App Roles

Here we explain the function of App Roles and show you how to assign one to a contact.

Read more