Dynamics CRM 2015 Outlook client Troubleshooting

Microsoft Dynamics CRM client for Outlook

When we upgraded to Microsoft Dynamics CRM 2015, we had to upgrade the Outlook add-ins as well.
The suggested way how to do it, is to update the client through the update feature.
However we have encountered several issues after the update, so let me share it with you.

Issue 1

One of the errors you may encounter:

To Microsoft Dynamics CRM can only convert an item in your default

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Category 8 users

This is caused by items that were tracked in CRM and then moved to other folders. Apparently CRM client is searching the opened Outlook folders for items that are Tracked in CRM and it find an item in a folder which is not default, it shows this error.

Solution

In Outlook, you cannot filter emails that are tracked in CRM, so you have to search one by one based on the name. Then you can click untrack and the error disappears.

If you have a lot of such messages, you can also close the connected folder where the tracked emails and not use it anymore.

Neither one of these solutions is perfect, but if you find a better one, let me know.

Issue 2

There is a significant change in how the items are tracked  in CRM 2015. The new Outlook client shows significant delays when inserting Emails into the CRM system.

When you have automatic tracking in CRM turned on, whenever new email arrives into Outlook, you get a popup window which shows the progress. This is very annoying and it always stops your work :-(

We have tried many different configurations, but there are only two ways how to solve it.

Solution

1st solution could be to switch the users to Server-Side synchronization and then the synchronization is done by server and Outlook is not involved.

2nd solution is to continues using CRM Outlook Addin for CRM 2013. It works much better in this area, but the user will not be able to Go Offline.

Another option is to turn off the automatic tracking, but then you will not get email into CRM.

So I wish you happy CRM day :-)

Michal