Resources for IT Professionals > Dynamics Forums > CRM Deployment > still "Only items in the default Outlook store can be promoted to CRM" error after applying Rollup
Ask a questionAsk a question
 

Answerstill "Only items in the default Outlook store can be promoted to CRM" error after applying Rollup

  • Thursday, October 29, 2009 12:36 AMbarry.b Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    this is driving me nuts.

    first of all, I can't yet use Rollup7 (because we've just gone live and haven't tested it yet).
    however, we're using Rollup5 which contains the hotfix to solve this second mailbox delegate issue

    issue 953812 http://support.microsoft.com/kb/953812/EN-US/ who's fix has been incorporated in hotfixes since June (hence Rollup5 having it)

    Even though I had an old version of the Outlook CRM client, Rollup5 wouldn't change the version numbers from 4.0.7333.3 (to match the Rollup5 server)until I uninstalled it, found an old version of the client and installed that, and then re-installed Rollup5. Now both Server and Outlook client have the same version numbers:

    4.0.7333.1644

    I've followed the instructions for issue 953812 (see link above) in creating the registry key DelegateMailboxEnabled.

    and still I get the error "Only items in the default Outlook store can be promoted to CRM" etc... the only difference is that the dialog box has changed!

    is there something I'm still missing?

    many thanks
    b

Answers

  • Wednesday, November 11, 2009 11:00 AMNeilBenson Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Hi Donna, as it states in the KB971782, Update Rollup 7 for Microsoft Dynamics CRM for Outlook can't be uninstalled. The server UR7 bits can be uninstalled, but not the client bits. And since Microsoft has replaced the entire Microsoft Dynamics CRM for Outlook client download, there is no way to download and install the RTM client any more unless you have an old installer saved somewhere.

    Neil
  • Wednesday, November 11, 2009 1:39 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Thank you for the clarification Neil, I appreciate it.  It looks like I will need to read through these updates more carefully in the future so I don't overlook changes like this.

    I think the support ticket is the best procedure for this installation to ensure there are no environmental issues impeding expected performance or to identify any issues with UR 7.

    Best Regards, Donna

All Replies

  • Thursday, October 29, 2009 11:44 AMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi,

    Since Rollup 7 has some additional shared Outlook fixes, my best guess is that you should wait until you can install that Update and then see if you are still having an issue.  It could be that some additional issues were found after Rollup 5 and the fix for those issues are in Rollup 7.  I am not saying this is the case, but it is possible and you could spend time trying to get this working with Update 5 but not meet with success.
    Best Regards, Donna
  • Thursday, October 29, 2009 2:52 PMMichael SulzMVPUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Proposed Answer
    HI,

    you have seen, that there is a new version of this kb article from September, 28th?
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    MVP für Microsoft Dynamics CRM
  • Thursday, November 05, 2009 4:01 AMbarry.b Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    just as an update, things have gotten worse.

    out of a small representitive number of our development machines, the Outlook client *will* track emails from a non-default (second) mailbox when Rollup5 is applied ... for most machines. BUT... there are a couple where Rollup5 does nothing in this regard and the "Only items in the default Outlook store can be promoted to CRM" message remains.

    HOWEVER ... when these working Rollup5 machines have Rollup7 applied to them (CRMv4.0-KB971782-i386-Client-ENU.exe), they break! That incidious "Only items in the default Outlook store can be promoted to CRM" message appears for them where it didn't before under Rollup5.

    we're at a real loss to get this functionality going - it seems far too fragile, and therefore far too risky to use.

    We are trying to match the functionality of existing systems the CRM will replace: being able to track emails from second (shared) inboxes on staff's Outlook installs. Queue's are all very well as a possible replacement, but they were designed for case management and other workflows. We are simply wanting to turn these enquiry emails into CRM enquiries against existing or new contacts, and for any replies to be seen to come from this shared email account (and also tracked).

    we are a bit stuck.
  • Thursday, November 05, 2009 1:27 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Try this on one of the machines that fit this criteria ......... "BUT... there are a couple where Rollup5 does nothing in this regard and the "Only items in the default Outlook store can be promoted to CRM" message remains.'

    Uninstall Rollup 5 and Rollup 7 if they are present. 
    Uninstall the CRM Outlook Client and reboot the machine.

    Obtain the latest CRM for Outlook Client download
    Obtain the latest Update Rollup that matches the Rollup on the Server (5 or 7)

    Install the CRM for Outlook Client on one machine
    Install the Rollup that matches the server Rollup (at a minimum should be 5)

    Reboot the machine and see if it works as expected.  If it is not working as expected, open a ticket with Microsoft Support.

    Best Regards, Donna
  • Thursday, November 05, 2009 2:42 PMbjam76 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi there,

    I am having the same problem, but with shared calendars.  I have a laptop which has never had the CRM for Outlook Client installed.  I have installed the latest CRM for Outlook Client which includes rollup 7 and I get the same error "Only items in the default Outlook store can be promoted to CRM".  I cannot get a single machine in the company to allow tracking of shared items in CRM. 

    A company we are visiting next week to plan their CRM implementation needs the ability for a team leader to assign appointments to user's shared calendars that are tracked in CRM.  Without this working it is going to be difficult to see how we can satisfy this client's requirements.

    Kind regards,

    Ben
  • Thursday, November 05, 2009 8:32 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi Ben,

    I would create a support ticket for the issue.  It is my understanding that if the issue is related to defect correction, you will not be charged for the case.  One other option you can try is to uninstall Rollup 7 and install Rollup 5 to see if that works as expected. 
    Best Regards, Donna
  • Monday, November 09, 2009 10:29 AMbjam76 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi Donna,

    I cannot see anyway of uninstalling Rollup 7 only uninstalling the Dynamics CRM Outlook client in it's entirety.  Also I can only download the latest Dynamics CRM 4.0 Outlook client published on 10/22/2009 so I do not see how I can get rollup 5 installed as I'm presuming the latest client will already include all rollup 7 updates.  I've tried installing rollup 5, but the version number stays at "04.00.7333.2138".

    Also I've noticed today that the revision number and published date for Rollup 7 have been updated to 11/5/2009 (last Thursday).  Does this mean that the Rollup 7 I downloaded last week is now out-of-date and is newer than the latest download for the entire Outlook Client?

    I've already installed Rollup 7 to our servers early last week do I now need to download the "latest" rollup 7 and re-apply?

    Kind regards,

    Ben
  • Monday, November 09, 2009 2:11 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi Ben,

    To uninstall Rollup 7,  you should be able to see it on the user's machine when you go to the Control Panel and select the Option to Uninstall Programs.  You'll need to select to view Updates so you can see both programs and updates.

    I only suggested the above as an option in the event you didn't want to open a support ticket.  However, I recommend you open a support ticket if Rollup 7 is not behaving as expected because Microsoft will be able to look at your environment and see if there are any issues that would prevent it from working as expected or see if there are issues with the Update that need to be resolved. 

    I am not sure what if anything was revised in Update 7 so I am wouldn't recommend downloading and updating to the revised version because I don't know if it will address your issue. 


    Best Regards, Donna
  • Wednesday, November 11, 2009 11:00 AMNeilBenson Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Hi Donna, as it states in the KB971782, Update Rollup 7 for Microsoft Dynamics CRM for Outlook can't be uninstalled. The server UR7 bits can be uninstalled, but not the client bits. And since Microsoft has replaced the entire Microsoft Dynamics CRM for Outlook client download, there is no way to download and install the RTM client any more unless you have an old installer saved somewhere.

    Neil
  • Wednesday, November 11, 2009 1:39 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Thank you for the clarification Neil, I appreciate it.  It looks like I will need to read through these updates more carefully in the future so I don't overlook changes like this.

    I think the support ticket is the best procedure for this installation to ensure there are no environmental issues impeding expected performance or to identify any issues with UR 7.

    Best Regards, Donna
  • Monday, November 16, 2009 5:29 PMnrodri Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     

    Same here,

    I have uninstalled the Client and roll up rebooted reinstalled, added registry keys, and nothing, no success with regards to share a appointment on a shared calendar.


    is there any more details on how to fix this ?
  • Monday, November 16, 2009 7:08 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Open a ticket with Microsoft Support and let them know the update does not appear to be working as expected.
    Best Regards, Donna
  • Monday, November 16, 2009 7:28 PMbjam76 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     

    I've opened up a support case with Microsoft and I'll post back here with any results. 

    There's a couple of posts marked as answers now.  Can I just clarify what they are answers to?  They do not seem to actually address Barry's original post or the problems myself and others are facing.  Raising a support case doesn't seem to be an answer to me, just the start of trying to find a solution to the problem.

  • Monday, November 16, 2009 9:51 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    In this scenario, the answer that we have is to open a ticket with Microsoft Support to determine if there is something in your environment that is causing the issue or to see if the Update is not working as expected. 
    Best Regards, Donna
  • Thursday, November 19, 2009 10:58 AMnrodri Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     

    bjam76,

    Any details regarding your microsoft Ticket ??

    Regards
  • Sunday, November 22, 2009 11:34 PMbarry.b Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    BUMP (just trying to raise this thread into a bit of visibility again)



    hi bjam76,

    Any details regarding your microsoft Ticket ??

    like nronri, I too am interested (since I started the thread).


    anyone else:

    anyone have any joy doing this?

    thanx
    b
  • Monday, November 23, 2009 9:51 AMbjam76 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi all,

    I'm still currently working with Microsoft to find a solution.  As soon as I know something I'll post an update.

    Kind regards,

    Ben
  • Wednesday, November 25, 2009 4:19 PMSwiss CRM Master Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi all

    Got the same ugly error message since installed rollup 7.
    I could fix the sync problems with deactivating the "download public folders" in the settings of my mailbox.

    Maybe that helps.

    I can't set the regarding in shared calendars. Should this be possible with Rollup 7?

    Thanks

  • Wednesday, November 25, 2009 5:21 PMbjam76 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi all,

    The support case is still ongoing.  The latest situation ... I have a PC that I have managed to get the "Track in CRM" button to actually appear in the ribbon toolbar when I open a shared calendar appointment (or create a new appointment in a shared calendar), but I cannot get another PC to even show that button even though it seems to have exactly the same registry, CRM and Outlook settings.  I do not know why this button is now appearing on this one PC, but the functionality still doesn't work properly anyway (see below).

    The problem is that the "Track in CRM" gets lost after the user, who I created the appointment for, syncs with CRM, and I then sync my Outlook again.  Once I sync again the Track in CRM button is no longer enabled and the appointment is longer tracked in CRM, and then I get the “Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.”  message in the synchronisation dialog.

    I also get the sync error if I do the following (which is worse in a way as it's got nothing to do with shared calendars):
    - Create an appointment in my own calendar and invite another attendee and Track it in CRM.
    - Sync with CRM.
    - Change the appointment time.
    - Sync again and then get “Only items in the default Microsoft Outlook store can be promoted to Microsoft Dynamics CRM.”  message.

    Swiss CRM Master, The set regarding should work and the functionality is working on one PC, but again gets lost after a while and then the sync error message appears.

    I've been told by Microsoft the issue is now a "Hotfix Investigation Issue", but I am still working with them to find a solution.

    Does anyone know the last rollup when this functionality actually worked (i.e. the tracking appointments in shared calendars)?  It wasn't knew in Rollup 7 as Barry stated at the start of the thread even though the Microsoft blog's seem to indicate it was.

    As before if I have any news (hopefully good) I'll post back to this thread.

    Kind regards,

    Ben