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Last weekend I finally did my first installation of the RTM versio of CRM 2011 Outlook client onto a machine with Outlook 2010. I had previously only worked with the Outlook 2007 client version, which is lacking a few nice features in the UI, as described in my earlier post.
I came across a few issues that might cause problems in the installation process, so I decided to link the relevant KB articles and other related content into this blog post to help you save some time when upgrading to the latest version of Microsoft Dynamics CRM on your client machine. I’m using CRM Online here, so some things may differ from the on-premises client version, which no longer has a separate client version, but of course the authentication methods do differ.
Before you begin: go with 32-bit
Yeah, I’m sure most of the new business laptops nowadays come with a 64-bit (a.k.a. x64) version of Windows 7. Nevertheless, you should treat 64-bit applications with caution. Why? Well, it’s a bit like with IPv4 vs. IPv6. Everyone knows the old world as we know it is coming to an end, but there simply isn’t a concrete enough reason for developers or companies to go “all in” with the 64-bit apps.
With Microsoft Dynamics CRM 4.0 the situation was quite nasty, as there was not and there will not be support for the 64-bit versio of Microsoft Office. You simply had to tell the users to “downgrade” their Office, which is not the most optimal starting point for getting someone to adopt a new application such as Dynamics CRM. Now with the arrival of Dynamics CRM 2011 we do in fact have an x64 client for Outlook, so everything should be in order, right? In theory, it is, but if you’re planning to install any fancy RIA apps from the Dynamics Marketplace into your CRM 2011, you should read this blog post from Customer Effective. That’s right, Microsoft hasn’t releases a 64-bit version of the Silverlight add-on for Internet Explorer, which leads us into the following situation:
It’s a fact of life: the world is not 64-bit just yet. With the Office applications there’s not likely to be a significant performance boost from using the x64 version, so take the easy way out and just install the 32-bit Office 2010. Let’s revisit the topic when we all have Windows 8 and Office 2013, shall we?
Favorite folders no more
The Solutions Module is a new feature that has become available in Outlook 2010, as described here in the MSDN library article. It allows developers to integrate their applications directly into the Outlook navigation pane, which is what Dynamics CRM 2011 Outlook client is doing to achieve the seamless integration into the native Outlook navigation items.
What’s the downside? Unfortunately the add-on solution folders cannot be added to the Outlook favorite folders group. Bummer. This was one of the first things I always instructed people to do when training them on how to use Dynamics CRM. There’s no better way to drive CRM adoption that getting the list of the company’s accounts and contacts to be available right below the Outlook inbox folder, where most people start their day at the (MS) office. Even though the CRM folders are now more visual and available under the CRM navigation pane tab, there’s still likely to be tens of entities visible for most CRM users, out of which they typically access just 3-4 most popular ones. I, for one, hate navigating through hierarchical folders that require you to expand them to see the what’s hidden on the next level, so always visible one-click navigation is how I prefer to arrange my working environment, be it SharePoint workspaces or CRM menus in Outlook.
Following the instructions in the KB article, you can achieve the old favorite folders functionality also in Outlook 2010, but this will require you to disable the Solutions Module. Which, if I’ve understood correctly, will again turn the flashy CRM folder icons into the generic folders that we see in Outlook 2007 or Outlook 2003. Guess we’ll just have to figure out which is a bigger loss for the end user experience and make a choice, until there is a feature enhancement available for the Outlook 2010 Solutions Module (I hope there’s no technical limitation on why this couldn’t be implemented in a future service pack).
Clashes with Windows Live Essentials
Seems like the Windows Live ID authentication in CRM Online has some issues with the “consumer products” for Windows Live. This might not be a big issue in big corporate environments with locked-down client machine configurations that don’t allow using consumer targeted services such as Hotmail or Skydrive. However, as Dynamics CRM Online is clearly making the former enterprise level applications like Customer Relationship Management suites available to even the smallest organizations with its low monthly cost per user and ease of deployment, there’s likely to be more and more users who’ll be transitioning from Microsoft’s consumer product lines to the new cloud-based business product lines, such as CRM Online and Office 365.
Basically you’ll need to run a repari install on the Windows Live ID Sign-in assistant or Windows Live Essentials 2011 to make it compatible with the Outlook client for CRM Online, which is also using Windows Live ID to connect you to the CRM server. That should do the trick.
But wait, isn’t Dynamics CRM Online a business product? Why is it using the WLID authentication method meant for the consumer products? For comparison, here’s an aswer from Allen_MSFT on the Office 365 FAQ to a question regarding weather using Office 365 will require WLID.
“Re Windows Live ID, you don’t need a Windows Live ID to use Office 365 or to use your Windows Phone 7 with Office 365. Windows Live services are for consumers, so they are not linked within the Office 365 portal.”
Indeed. I’m waiting for the day when also Dynamics CRM Online will be migrated over to the new Microsoft Online Services Delivery Platform, which will hopefully give us better tools for managing CRM user accounts and authentication.
Missing Outlook ribbon after CRM client installation
I had this one happen to myself, since I had been using a previous beta version of the CRM 2011 client on my machine. I had uninstalled both Office and CRM, but there still remained a few lines in the registry that needed to be removed to get the Outlook ribbon to reappear.
I have to tell you, Outlook 2010 really looks naked when the ribbon is gone (not just hidden). I’m not sure if there even was a way to do any basic Outlook operations like sending emails with the ribbon completely blank, so I started googling around immediately and came up with the instrcutions that pointed to the following steps required to restore the ribbon:
- Run Regedit.exe
- Locate the HKEY_CLASSES_ROOT\TypeLib\{2DF8D04C-5BFA-101B-BDE5-00AA0044DE52} key
- Delete the 2.4 key that’s found under it. It’s not needed anymore, there should only be 2.5
Update Nov 9th 2011: Since this appears to be quite a popular post on my blog, I decided to append this information here. Today I was creating a new Windows user profile on a PC that already had the CRM 2011 Outlook client installed on a different user profile. When launching Outlook for the first time as this user, the ribbon was missing from the CRM menus (not the whole Outlook as in the aforementioned case), even though everything was working fine for the previously configured user account. In this particular occasion the client was linked to a CRM Online organization which had received the R7 update (a.k.a. Q4 2011 Service Update), but the Outlook client was still on Update Rollup 3 level. After I deployed Update Rollup 5 on the machine and rebooted, the ribbon was restored for this new user profile. So, be sure to check that the client and server hotfix levels match if you encounter a ribbon display problem.
Reading pane always shows the contact layout
Dynamics CRM Deployment Forum: CRM 2011 reading pane error in Outlook 2010
Unfortunately this one doesn’t have a knowledge base article or a fix yet. I encountered this issue briefly when installing the Beta version of CRM 2011 Outlook client. Back then, all it needed was a reboot and the reading panes and icons were restored. With the RTM version of CRM 2011 client, the issue is more persistent. Each and every CRM entity appears as if it was a contact, presented in a business card layout that only contains the entity primary field (name) and not any other data. Click the image below to see an example of the account record shown as a business card with the contact icon.
Update Nov 10th 2011: Thanks to Wimco’s post on Dynamics CRM Forums, I was finally able to fix the reading pane layout problem on my PC. I simply uninstalled the Office 2007 Primary Interop Assemblies, after which I also applied the latest Update Rollup package and voilá: the reading pane now shows the fields specific to each entity.
Further update, March 23th 2012: The EMEA Dynamics CRM Support has published an article, where they suggest another fix for the Outlook client preview pane problem. Apparently an existing DisableFormRegions registry key can cause the contact form to be shown instead of the correct entity form.
There is also another huge issue with adding CRM to the favorites folder or shortcuts – if you at any point open Outlook without being able to connect to the CRM server, you lose ALL of your shortcuts and favorites that relate to CRM and have to recreate every single one of the one by one.
On top of it, there used to be a workaround for the above, but they appear to have broken that too! See here: http://social.microsoft.com/Forums/en/crm/thread/e9c6d224-4d16-46e7-90b4-92dbd01039f4
Thanks for the comment, it does indeed seem like quite problematic to utilize the favorite folders in Outlook 2010. Even if there would be workarounds that the admins and developers could survive with, distributing these to end users is just too laborious.
Since there are now so many new customization points in both Outlook 2010 and CRM 2011, maybe we’ll see someone build an alternative UI that allows users to select which entities and menus they want to see in their CRM for Outlook start-up screen (a Solutions Module on top of a Solutions Module, kinda). Or just render the CRM 2011 native feature of Recently Visited and Pinned items into a place that’s logical for the user to access, instead of it being hidden behind the Outlook 2010 File menu.
I hope so Jukka. I was absolutely in love with the ability to customize the shortuct page, it was truly amazing, I had everything that was important to my work in one place. But after losing every single shortcut multiple times because I launched Outlook disconnected, I gave up. It has had a big effect on my producivity as now I have to use the folder page and scroll all over the darn place, and have 100 options I don’t need (I don’t care about marketing or invoices etc.)
I also don’t understand the point of workspace in CRM. Workspace should be all about allowing the user to do just what we are talking about, but instead all you can do with it is select whether you want to have sales displayed etc. But what the user really wants to be able to do is select the items they want displayed from sales.
Otherwise I love Dynamics CRM. I think a solution like you mentioned would be awesome.
I have installed CRM2011 Online add-on for Outlook 2007 and in general, I am very disappointed with the performance. It continuously giving me different issues. The CRM add-on got diabled by Outlook every second day. It said login problem every third day. And freeze Outlook every second time I click Account or Contact list. Any suggestion apart from upgrading to Outlook 2010? I mean the CRM doc does say it will support Outlook 2007.
I’m sorry to hear about the performance issues. Back when testing the CRM 2011 beta version on Outlook 2007, I did experience quite frequent freezing and delays in the UI, but of course it wasn’t the final product at that time yet. With Outlook 2010 and CRM 2011 RTM/RTW the performance has been much better, but you do notice periodical delays when the client is loading content from CRM Online for the first views. In the past these delays with CRM 4.0 and on-premises environments somehow “felt different”, probably since it was IE cotent being presented inside an Outlook frame, whereas the new Outlook client is processing MAPI objects.
There should be an Update Rollup 1 (UR1) released for Dynamics CRM 2011 in the first week of April (as tweeted by @eboocock), we can always hope that it will introduce some improvements for the Outlook client in terms of 2007 performance and reliability.
Hi Jukka, There are 2 questions I want to learn from you.
http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/dbee448c-54fe-40fb-8ba0-0d194c36196c
http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/c1037b55-69cc-422c-82a5-c2dbd701ed37
Thanks if any replies.
Neil, unfortunately I’m not familiar with either of the topics in your questions. Let’s hope that some of the experts on the Dynamics CRM Forum will be able to assist you.
Very incisive criticisms of some really poor functionality. The Silverlight thing in particular is really disappointing; that’s just waiting there to blow up on any user who’s unlucky enough to have a 64-bit Office installation and Silverlight in his CRM. Unbelievable.
I guess Silverlight 5 will finally include x64 support when it’s released later this year. Overall, the role of Silverlight in Microsoft’s future roadmap seems somewhat blurry now, so it remains to be seen what Windows 8 with its Metro style apps and the upcoming HTML5 version of Microsoft Dynamics CRM next year will eventually mean to CRM solution development.
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