Larry's Taco Talk

This blog discusses topics in Small Business Server, CRM, and user groups, as well as items of interest that might occur along the road. Larry Lentz is a 25+ year computer industry veteran with 18 years as an independent consultant and owner of Lentz Computer Services, http://www.LentzComputer.net. Larry holds numerous Microsoft certifications and leads the Alamo PC Organization's MCSE Advanced Special Interest Group and the SBS SIG (http://www.LentzComputer.net/SBS). Larry is located in San Antonio, Texas. Lentz Computer Services was the first Microsoft Small Business Specialist in South Texas and is now a Microsoft Certified Partner. Larry was awarded the Microsoft MVP in CRM for 2006, 2007, and 2008..
CRM Outlook Client Woes - RESOLVED!!! YEA!!

Tonight, thanks to Mike Christl, Microsoft Partner Managed Newsgroups, I (we!) resolved my 2 week problem with the CRM Outlook Client!!! I had narrowed down the problem to involving the Outlook <> CRM synchronization process (not the going Offline synchronization process). Frankly, once I had narrowed it down, and had disabled automatic synchornization, I was able to function pretty well. But tonight, Mike gave me the path to the answer.

Mike had analyzed a trace I'd sent him and found a bad character, or characters, in a data record. Seems a record that I had recently entered had '&#x000A' between characters in a field. The Contact record (a Microsoft employee, naturally) was entered via CardScan. The Job Title contained two parts which appeared to be run together (ie TitleDepartment). But instead they were Title&#x000ADepartment. Mike gave me info on the data in that Job Title field so I did an Advanced Find on the Contact\Job Title field for the Title and Department data Mike isolated. I found the one record and cleared out the Job Title field. Apparently the character string was causing some problems.

After clearing out the Job Title field, I tried synchronizing once again. (Go to CRM on the Outlook menu, and select 'Synchronize Outlook with CRM'.) It took awhile and generated a number of errors which I attribute to having run CRM and Outlook for 2 weeks, clearing/closing Activities that couldn't be synchronized. But it DID synchronize! Now my Outlook and CRM are happy with each other once again and I can use Outlook with it's link to CRM as it should be. YEA!!!

Published Friday, June 30, 2006 10:29 PM by LarryLentz

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Comments

# re: CRM Outlook Client Woes - RESOLVED!!! YEA!!@ Monday, August 14, 2006 1:59 PM

Thank you so much for getting this figured out.  I've been having the same problem since I installed CardScan last week and was really starting to miss my Outlook client.  I just found your post this afternoon, fixed my scanned contact records, and everything seems to be running smoothly again.

One thing I noticed when trying to resolve this that I thought was very odd was that the problem occured even when I opened Outlook in safe mode and disabled the CRM client add-in.  There must be some hooks in the CRM client that are dug into Outlook pretty deeply for this sync issue to affect safe mode.

I spoke with CardScan technical support today and explained to the technician I was talking to that there is a problem with their software and that it was generating these strange characters.  They didn't seem interested and sent me some general hotfix links.  Does anybody know if the CardScan software has been updated to prevent this from happening in the future?

petersen

# Mitch Milam&#8217;s Microsoft Discussions &raquo; Blog Archive &raquo; CRM Outlook Sync issue and why I owe Larry Lentz lunch@ Tuesday, September 26, 2006 9:41 AM

PingBack from http://blogs.infinite-x.net/2006/09/26/crm-outlook-sync-issue-and-why-i-owe-larry-lentz-lunch/

Mitch Milam’s Microsoft Discussions » Blog Archive » CRM Outlook Sync issue and why I owe Larry Lentz lunch

# re: CRM Outlook Client Woes - RESOLVED!!! YEA!!@ Friday, November 24, 2006 10:36 AM

Thanks Larry, I've been fighting this one this week.

stephenvnoe

# re: CRM Outlook Client Woes - RESOLVED!!! YEA!!@ Thursday, November 22, 2007 2:10 PM

Very interesting... as always! Cheers from Switzerland.

Dog training

# re: CRM Outlook Client Woes - RESOLVED!!! YEA!!@ Tuesday, August 19, 2008 7:47 AM

Its great feeling... congratulations...

Microsoft CRM 4.0 Implementation

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