A look under the hood – form load from Outlook

Ok, so we all know, we click a link, a page loads, and voila. But what is going on behind the scenes, and especially what is going on in Dynamics CRM when working from within Outlook? Well, let’s see. There are a few steps taking place here. They are: Start the Form Load Retrieve the... Continue Reading →

Outlook client connectivity issue

One interesting case I had just the other day made me look like a fool. Just like in many cases, when you have issues connecting your Outlook to a CRM instance, there are a few basic steps you follow in trying to debug the issue. There is available a troubleshooting wizard at the following URL:... Continue Reading →

Error connecting the Outlook client to CRM

I’ve had a few clients already asking about this behavior. You successfully install CRM for Outlook, whether in online only or offline mode. Everything works smooth, but when you try to configure the connection, it fails with the following message: “There is a problem communicating with the Microsoft Dynamics CRM server. The server might be... Continue Reading →

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