Posts Tagged ‘Online/Offline’

MS CRM 4.0 Can Not Go Online

PROBLEM:

·        MS CRM 4.0 Outlook 07 Client cannot go online, throwing error “Microsoft Dynamics CRM cannot go online. The Microsoft Dynamics server was not found”.

·        You can successfully use the web client.

·         None of the rollups fix the problem.

·         Client is running Windows Vista.

·         Server is running Windows 2003 family, including SBS2003.

SOLUTION THAT WORKED FOR ME:

If a user changes their domain password, this might not properly propagate to CRM. Change domain password back to the previous one (using either the client computer or the server) then try again.

OTHER POSSIBLE SOLUTIONS:

·         Ensure the user has been assigned an appropriate security role. If the user has not been assigned a role, CRM will not connect.

·         Programs such as Content Protect (Content Watch) can also interfere with the connection between the client and the server. Try either adding the CRM website URL (don’t forget the IFD, or internet facing deployment address as well as the internal address) as an allowed website to the web exceptions sites list and / or choose to allow secure content under the “Secure Internet Content (HTTPS)” section in settings.

·         Try re-setting the organisation settings by clicking on the CRM menu in Outlook 2007 and choosing Change Organization.

·         Stop or unload any anti-virus programs or firewalls and try to go online

·         In Internet Options, ensure the URL for CRM is in the trusted sites zone and making Internet Explorer the default browser.

·        If the message you are getting is more like the following: “Unable to connect. Still unable to connect to Microsoft Dynamics CRM. Microsoft Dynamics CRM will restore the connection when possible. To stop retrying, right-click and select Sign Out”, it could be that anonymous access to the _imgs folder in the Microsoft Dynamics CRM Web site in IIS on the server has been disabled. Try the following article if that is the case: http://support.microsoft.com/default.aspx/kb/951146

·       Try installing the latest rollup. Information on all the latest hotfixes and rollups is located here http://support.microsoft.com/kb/949256

·      Common troubleshooting steps now 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/reinstall CRM Client:

·         Easy instructions found here http://social.microsoft.com/Forums/en-US/crmdeployment/thread/27bfe765-09a6-4cf1-bc00-e51f811baab0,

·         Which might have come from here (may require subscription, but either way the info is the same): http://www.experts-exchange.com/Database/Software/CRM/Q_23119039.html

·         Something more official here (relates to CRM 3.0, but largely the same as for 4.0) http://www.microsoft.com/dynamics/crm/using/deploy/removeclient.mspx

·         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.

MS CRM 4.0 Can Not Go Offline – An Unknown Error Has Occurred

PROBLEM:

• MS CRM 4.0 Outlook 07 Client cannot go offline (and may also have problems going online), throwing error “An unknown error has occurred. Retry the action. If the problem persists, contact your system administrator”.
• If you close and re-open Outlook, you might see: “An error occurred loading Microsoft Dynamics CRM functionality. Try restarting Microsoft Outlook. Contact your system administrator if errors persist.”
• You may see data in CRM (such as in the accounts list) or an Internet Explorer error “This program cannot display the webpage” when using the Outlook 07 client.
• You can successfully use the web client.
• None of the rollups fix the problem
• Client is running Windows Vista with Windows Defender
  
• Problem can occur whether or not you have upgraded client from version 3.0
  

   

SOLUTION THAT WORKED FOR ME:

Check your hosts file, located in %windir%\system32\drivers\etc

The hosts file should have at least two entries if running Vista:

127.0.0.1 localhost

::1   localhost

The first entry is the IPv4 entry and the second is the IPv6 entry.

Microsoft released a bad Windows Defender update that removed the IPv4 entry from the hosts file of some computers and since CRM 4.0 relies on that entry, the client could not find the internal database that ran CRM while offline.

Add the IPv4 entry back into the hosts file and CRM should work again (may take a few minutes).

If you get a permission error while trying to fix your hosts file or don’t know how to modify it, refer to http://support.microsoft.com/kb/923947/en-us

For more information about the Windows Defender issue, read http://www.h-online.com/security/Windows-Defender-False-alarm-triggered-by-hosts-file–/news/112814

• Try the CRM Diagnostics program, especially if you have trouble going online after trying to go offline. You might have to time it so that you start the diagnostics scan just after you open Outlook.
  
• Stop or unload any anti-virus programs or firewalls and try to go offline
• The user may not have been assigned a role in CRM with read (and possibly) write permissions on Business Management à User Settings and / or Core Records à Saved View. Refer http://support.microsoft.com/kb/948311/en-us for further info.
• If you have assigned the user a custom role created from scratch, try assigning one of the original system roles and un-applying all other roles. If this works, create a new role by copying from an existing system role instead of creating one from scratch, and re-entering the desired permissions.
• In Internet Options, try putting the URL for CRM in the trusted sites zone and making Internet Explorer the default browser.
• The following has a host of other issues that could result in the same message http://support.microsoft.com/kb/911384/en-us
• Try installing the latest rollup. Information on all the latest hotfixes and rollups is located here http://support.microsoft.com/kb/949256/en-us
• If you’re installing a German language version, try http://support.microsoft.com/kb/947505/en-us
• Common troubleshooting steps now 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/reinstall CRM Client:
  • Easy instructions found here http://social.microsoft.com/Forums/en-US/crmdeployment/thread/27bfe765-09a6-4cf1-bc00-e51f811baab0,
  • Which might have come from here (may require subscription, but either way the info is the same): http://www.experts-exchange.com/Database/Software/CRM/Q_23119039.html
  • Something more official here (relates to CRM 3.0, but largely the same as for 4.0) http://www.microsoft.com/dynamics/crm/using/deploy/removeclient.mspx
• 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.