As you may already be aware, in update rollup 7, CRM adds a little Outlook icon to the top of the CRM web client that allows users to click and download/install the Outlook client. This is a great enhancement, as it makes it easier for users to get the Outlook client, especially in smaller companies that don’t push out installs via SMS.
One issue we discovered is if the following scenario is true:
1. You have the Outlook client installed
2. You also access the web client
3. The URL that you use to access the web client is different than what Outlook uses. This can be if you are accessing a different organization than the environment that Outlook is configured to use, or if you use a host header (like http://crm) to access the web client.
In this scenario, when you open the CRM web client, you will see an Active X warning on the top of CRM.
There are several work-arounds.
1. Have Outlook users just use CRM for Outlook.
2. Access CRM web client using the server name, not host header
3. Remove the Outlook client install link from the web client. Here’s how you do this:
– Go to registry editor on the CRM server. Navigate to HKLM\SOFTWARE\Microsoft\MSCRM. Add a DWORD entry called DisableOutlookSetupLink. Assign it a value of 1. This will remove the install CRM for Outlook link, and you will no longer get the Active X warning.
I would recommend structuring your CRM environment in a way that you will avoid this conflict, as this functionality makes deploying the Outlook client much more convenient; however, in some mature implementations it can be difficult to change user behavior, and in those cases, removing the link may be the way to go.
Comments