Have installed the Outlook for CRM 2011 add-in along with Rollup 12 on a Win 7 machine running Outlook 2013. When the user opens an email and click "Set Regarding", she can select an contact, but the email form does not change to show the "regarding pane" at the bottom. The "Track" button does change to "Untrack", so it seems that it is working, just not showing.
I've uninstalled/reinstalled more than once to no avail. It does work on other machines in my office.
You may check the person's personal settings for the CRM in Outlook. If you go under the Email tab there is a check box for "check incoming e-mail in Outlook and determine whether an email should be linked and saved as a CRM record. If that box is checked it may be causing the issue you are describing above.
I have had the exact same issue and making sure that box is unchecked solves it everytime. I've asked in multiple dynamics crm forums, even our Microsoft partner, and no one has been able to explain why, but having that box checked definitely made the regarding fields on outlook emails disappear and not show up.
Related
I'm trying to display all events that appear on SharePoint calendar on Outlook by using the Connect to Outlook option on SharePoint, but after syncing the calendar on Outlook the event descriptions are all blank as shown below:
Can someone please check and help me with what might be causing this sync issue when I try to connect to Outlook from Sharepoint? The event descriptions are appearing correctly in Sharepoint.
Do you mean that event descriptions are not shown in the outlook like below? As per my test, only event titles can be shown in Outlook. I'm afraid it is by design.
I tried searching for this question but couldn't really find a similar problem.
I have an excel file in which I created a custom ribbon tab and made copies of this file.
Image of the tab
In some of those copies, the tab has gone missing. I was earlier using Excel 2016 and recently migrated to Microsoft 365 and downloaded the latest version of Office. I am not sure if this is causing the problem since some files do still have the custom ribbon.
Thanks a lot for your help in advance.
Regards
Do you get any UI errors when the tab is missed?
By default, if an add-in attempts to manipulate the Microsoft Office user interface (UI) and fails, no error message is displayed. However, you can configure Microsoft Office applications to display messages for errors that relate to the UI. You can use these messages to help determine why a custom ribbon does not appear, or why a ribbon appears but no controls appear.
To show VSTO Add-in user interface errors you need:
Start the application.
Click the File tab.
Click Options.
In the categories pane, click Advanced.
In the details pane, select Show VSTO Add-in user interface errors, and then click OK.
If you deal with documents with embedded customizations, make sure the protected mode is off when the document is opened. See What is Protected View? for more information.
a Delphi app automating Word mail merge and emailing via Outlook (Office 2007).
Windows XP2
Anti Virus Software Status -Valid
Trust Center Programmatic Access NEVER WARN ME.
(A different app not using Word but using Outlook emails without warning).
Yet Outlook Security Guard Warning Messages appear.
2 alerts per email x 700 email addresses = One angry customer.
Why? Without using a 3rd parry add-in, is there a way round this?
Is there a way to merge one record and the run some delphi code then another record merge? I can then bypass Outlook altogether
Outlook has no idea where the call comes from. Outlook VBA and COM add-in are explicilty trusted, any external code is not.
You will not see the prompt if you have up-to-date antivirus software.
Otherwise your option are listed at http://www.outlookcode.com/article.aspx?id=52
In your case (Mail Merge), try to do the mail merge to a file, then mail the files in your code using the workarounds listed at the URL above.
I have a problem with the SharePoint and Outlook calendar synchronization. When I drag and drop an appointment or meeting from outlook calendar into SharePoint calendar, I can see that it is appeared on SharePoint calendar. Till this, I am good.
But, when I update the calendar item in outlook and sync both the calendars again, I don't see the updated on SharePoint calendar. Same issue with vice versa.
Can any one please help me if you had run into this sort of scenario.
Thanks in advance for your help!!
Thanks
This is expected. When you drag an item from a SharePoint calendar to an Outlook calendar, this is a very simple copy. There is no link between the two items. If you change the Outlook appointment, it will not update SharePoint. In other words, the two appointments act independently of each other.
We have been working on an Outlook add-in to solve this issue. The add-in called, ProperSync, allows direct syncing between Outlook calendars and SharePoint. You can find more information at www.propersync.com
Edit:
As a new feature in ProperSync 1.3 (beta now available) users can connect their Outlook calendar directly with a SharePoint calendar. This links the appointments directly. There is no need to drag and drop, just setup the connection and the appointment in Outlook is the same in SharePoint.
Here is a simple video demo - http://youtu.be/6l6mEsqrutU
*Disclaimer - I am part of the ProperSync team, but hope this is a relevant and helpful posting
We have a Sharepoint 2007 deployment, Office Communicator, and Outlook 2007.
Inside my Outlook 2007 client, I can see a "View my site" option when clicking the prescence icon beside a user's name or meeting room when adding them as a recipient to a meeting request or email.
Our secretary doesn't have this option.
Is there anything I can look at as to why she doesn't have this option? She has all the other options, but it seems to me her outlook/sharepoint integration isn't complete. What can be done to fix this/look into the problem?
Thanks
We figured this out.
It seems our secretary recently got married, and although her Active Directory information was changed, and as a result, her my site on sharepoint was changed as well (//server/mysite/newname), it seems Office Communicator still was pointing to her old my site (//server/mysite/oldname). This confused the OCS link icon in Outlook, causing it not to appear.
Changing her name in OCS allowed her access to "view my sites" link in Outlook (and everywhere else).