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CRM Toolbar Missing From Contact When Using Outlook Client - Only Sometimes RRS feed

  • Question

  • Here's a strange one folks. . .

    I have no problem getting the CRM Toolbar in the ribbon when opening up a contact in the traditional way from my list of contacts.

    I use a softphone that integrates directly into Outlook (Bria for Outlook). When I click a contact's name from that softphone, it opens up my contact in Outlook normally, except it's missing the CRM toolbar in the ribbon!

    As a test, I opened that contact normally so that I have the CRM toolbar, and added the "View in CRM" button to the quick access toolbar thinking that would force it to appear regardless.

    Now when I open the contact from the softphone, I see the view in CRM button in the quick access toolbar, but it's grayed out!

    Can anyone give me some clues as to why this behavior is occurring?
    Friday, January 29, 2010 5:38 PM

Answers

  • This is most likely an obvious answer.  My guess is that the CRM for Outlook Client is not compatible with the Bria software.  I would contact the software company.


    Best Regards, Donna
    • Proposed as answer by Donna EdwardsMVP Thursday, February 4, 2010 4:55 PM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 6:50 PM
    Friday, January 29, 2010 6:03 PM