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jim's headWell this may or may not help someone out there – but I thought I would put up a post to save you some time if you are in the same situation!  Here is where I was at:

crm2011

– Used Microsoft Dynamics CRM 3.0 w/outlook client
– I am running Vista with Office 2007
– We upgraded to 4.0
– Could not get the 4.0 Outlook Client to work!

I think the big issue is that there is not a great way to clean your system of the 3.0 Outlook client.  I found numerous posts on what to do…but I still had no luck.  At one point I even completely uninstalled Office (at-least I thought I had) .  The screen shot below shows the sign of the remnant 3.0 client – I was never able to get ride of the greyed out CRM menu item.

Grey Button

Then when I would go to configure the new 4.0 client after installing – all went well till right at the end then poof – the error below showed up.

error

I did everything I could to solve – then had about 3 different CRM specialists look at and try to solve to no avail!  I finally called in a support case and without too much pain got the issue solved.

Below is the relevant info

Scope:

**********************

After uninstalling CRM 3.0 and then installing the 4.0 client you are unable to access CRM in Outlook and you have a duplicate toolbar loading.

“An error occurred loading Microsoft Dynamics CRM functionality”

Environment:

**********************

Vista

CRM 4.0

Assessment:

**********************

First to help remove the Duplicate toolbar that we are encountering I would like you to go through the below steps.  I know you mentioned that you had your CRM engineers completely uninstalled CRM 3.0 so before going through a clean Uninstall I would like you to navigate to “C:document and settingsuserapplication dataMicrosoftOutlook”  When running under vista it should be located C:Users”Username”AppDataRoamingMicrosoftOutlook.  When you find the Outlook folder I would like you to Rename this from Outlook to OutlookOld.  Then I would like you to reload your Outlook client and verify that the Duplicate toolbar no longer exists.

They had listed out a number of other steps as well – but I knew once I renamed the folder and the phantom CRM button on my toolbar disappeared I was in business.  Sure enough the install went clean and I am up and running!

 The only downside to this is the loss of some personal settings in Outlook and the stored pre-popped address that I had built up.

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.