Are you getting a generic error when attempting to configure the Dynamics CRM Outlook Client? Because there isn’t an actual error message visible from the workstation, it can be a bit frustrating to determine what is causing this issue. If you have access to the CRM server, the error logs can help point you in the right direct.
One possible scenario is that the Searchable attribute of the Import Sequence Number field is set to No.
This field is required for the Outlook Client synchronize functionality to execute properly.
NOTE: A CRM user with either System Administrator or System Customizer security role is necessary to perform the steps below.
- To determine if this is causing the issue, set the Searchable field to Yes, then publish your configurations in CRM.
- Attempt to configure the Outlook Client again.
- If this does not resolve your issue, check to see if the CRM server and Outlook Client are on the same Update Rollup. Gaps in the Update Rollups can also cause this type of issue.
For additional troubleshooting ideas, you can read up on all of our blogs on the Dynamics CRM Outlook Client. As always, if you need additional assistance with Dynamics CRM, don’t hesitate to reach out to PowerObjects, the 2012 and 2013 Dynamics CRM Partner of the Year!