PROBLEM:

• You are using MS CRM 4.0 Outlook 07 Client and receiving error “A Microsoft Dynamics CRM window was unable to open, and may have been blocked by a popup blocker”, when opening a record.

• Error does not appear when using the web client.

• Client is running Windows XP or Vista with Internet Explorer 8 (possibly also IE7)

• Server is running Windows Server 2003 family, including SBS2003.

• None of the rollups fix the problem

SOLUTION THAT WORKED FOR ME:

For some computers, the following works:

• Set “Automatic logon with current user name and password” for the local intranet zone. (You may like to try setting this on the trusted sites zone as well just in case.)

• Close all programs, clear IE Cache from internet options in Control Panel.

• Restart computer.

For other computers, only the following works:

• Disable protected mode on the intranet and trusted sites zones in internet options. If you then get a warning bar in Internet Explorer, click it and select “Do Not Display This Message in Future”

OTHER POSSIBLE SOLUTIONS:

There are a huge number of possible solutions to this one. Listed below are the most popular and the most creative – in no particular order. Some solutions could be tried together.

• Make sure you are using a RC (normal) version of Internet Explorer, not a beta version (even for IE8, as apparently the beta version of this program doesn’t support CRM and causes Outlook popup problems amongst other things)

• Check to ensure all required fields in CRM have data in them, especially the last name in all contacts. Use Advance Find to detect any records (including inactive records) with missing data in a required field and fill in those fields with information.

• Ensure Internet Explorer is set as your default browser (particularly for IE7)

• Microsoft have issued a KB article here http://support.microsoft.com/?kbid=970632 suggesting it could be a problem with protected zones in IE, but includes one solution (Method 1) I haven’t seen anywhere else.

• This particular site http://blogs.msdn.com/crm/archive/2009/05/07/microsoft-dynamics-crm-and-ie8-tweak.aspx also suggests it could be an issue with protected zones but offers an alternate method to the Microsoft KB above, in particular suggesting the following: reset all security zones to default level, uncheck protected mode if it’s already selected (for all zones), apply settings, re-start IE and Outlook, tick protected mode in internet options again (for all zones), then restart both IE and Outlook again.

• Add CRM server to trusted sites list and set security options so trusted sites to run scripting and both signed and unsigned activex controls

• Clear IE cache (of everything, including stored passwords and temporary files). I have found that it’s best to do this from Internet Options in the

control panel with no other programs open. Restart your computer after this.

• Add CRM address to the popup blocker exemption list in internet options.

• Disable all popup blockers, including the native blocker in IE, Google Toolbar and other similar tools (don’t forget your virus protection program may have a popup blocker in it).

• If using IE8, roll back to IE7 and give up on IE8 altogether.

• The following site http://social.microsoft.com/Forums/en-US/crm/thread/152ae446-292a-4f8a-a012-7c47038a2533 offers a few possible solutions, including:

• Turn off UAC and re-start computer.

• Making IE8 tab features working like IE7 by altering registry hkey/local machine/software/microsoft/IE/MAIN to include DWORD value TabProcGrowth value=0

• Use Microsoft Update to download the latest updates for everything Microsoft on your computer, particularly Vista, Office 07 and IE.

• Run the CRM diagnostic tool to see if that picks up anything substantial.

• Common CRM troubleshooting steps are also located here: http://blogs.msdn.com/crm/archive/2009/05/29/troubleshooting-the-microsoft-dynamics-crm-client-for-outlook.aspx

• If you are feeling masochistic, uninstall then reinstall CRM.

• If none of these work, call Microsoft Support, as it could be some hitherto unknown thing that will commit you to an insane asylum if you try to figure it out alone.

PROBLEM:

· You cannot configure MS CRM 4.0 Outlook 07 Client with Offline Access, with the Configuration Wizard on the client throwing error “The request failed with HTTP status 401: Unauthorized”, followed by “Mandatory updates for Microsoft Dynamics CRM could not be applied successfully. Try running the application again.” when trying to enter the CRM server name.

· You may be able access CRM from the client computer using the web client, although depending on how the username/password was entered, you may also get “HTTP Error 401.1 – Unauthorised: Access is denied”

· None of the rollups fix the problem

· Client is running Windows Vista

· Server is running Windows Server 2003 family, including SBS2003.

SOLUTION THAT WORKED FOR ME:

Our CRMAppPool in IIS had been set to identify using specific account (not Network Service) per https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb$en-us$954045 to fix another issue we were having.

Changing the App Pool to use Network Service again fixed the issue. We were able to change the identity from Network Service back to the other account after configuring the client.

To change the identity account:

· Go into Internet Information Services (IIS) Manager on the server

· Under <servername> / Application Pools, right click on CRMAppPool, and click Properties.

· Click on the Identity Tab, click the Predefined radio button and if not already selected, choose Network Service from the drop down list.

· Click OK

· Open up a command prompt and type iisreset

Then try to configure the client.

Others have mentioned changing the server address in the Configuration Wizard to either ServerIP:port or FQDN:port instead of computername:port can fix the issue. For instance, if your CRM server name is http://hellokitty:5555 and your local domain is catsanddogs.local, using catsanddogs.local:5555 or the IP address of the server (eg: 192.192.1.1:5555) instead of the server name can fix the issue. That is a long shot though.

OTHER POSSIBLE SOLUTIONS:

§ The following describe similar problems to the above but have different solutions

· Enable only Basic HTTP Authentication on the Web Listener in ISA http://social.microsoft.com/Forums/en-US/crmdeployment/thread/10589b30-bf9b-4d88-b1c8-3cfd43337ae3

· Modifying the Default_Client_Config.xml file http://social.microsoft.com/Forums/en-US/crmdeployment/thread/4986242d-6cc1-4377-aa40-026a486099db

· If your client is in a different domain to the server, the following could help: http://www.crmwatcher.com/2006/01/outlook-client-connecting-from-other.html and also,

· The following also has useful information if you have an internet facing deployment (subscription may be required – you can sign up for 15 day trial) http://www.experts-exchange.com/Microsoft/Applications/Microsoft_Dynamics/Q_23316120.html however the crux of the useful information at this site is from http://www.microsoft.com/downloads/details.aspx?FamilyID=3861e56d-b5ed-4f7f-b2fd-5a53bc71dafc&displaylang=en

· Some people have found the abovementioned errors occur only when they are calling up reports. If this is you, try the following:

· http://social.microsoft.com/Forums/en-US/crm/thread/12933ee1-a3d0-4e7a-8a98-c0569582f62c

· http://microsoftdynamicscrm.blogspot.com/2007/12/solved-http-status-401-unauthorized.html

· Common CRM troubleshooting steps are also located here: http://blogs.msdn.com/crm/archive/2009/05/29/troubleshooting-the-microsoft-dynamics-crm-client-for-outlook.aspx

· If none of these work, call Microsoft Support, as it could be some hitherto unknown thing that will commit you to an insane asylum if you try to figure it out alone.