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Using CRM tasks in Outlook causes it to freeze or causes error RRS feed

  • Question

  • Our setup

     CRM 4.0 with rollup 4

    Windows 2003 SP2 terminal server with Outlook 2003 SP3

    Workstations XP Pro with Outlook 2007 SP2

    When we create a CRM task in Outlook 2003 on the term server, Outlook will freeze or create an error “This record is read-only in Microsoft Dynamics CRM. Changes will not be synchronized to the Microsoft Dynamics CRM system.”

    We can create a CRM task in the Outlook CRM folder with no issues, and we can create an Outlook task in Outlook with no issues.

    So it’s only an issue when creating a CRM task in Outlook and trying to use that task in the Outlook tasks area.

    We have no issues using tasks of any kind on the workstations in Outlook 2007.
    Wednesday, June 17, 2009 7:21 PM

Answers

  • Rollup 4 had several issues with certain records being tracked.  I would recommend that you go to at least rollup 6.

    Also, I believe it was in rollup 2 or 3 there was a fix that affected Citrix/terminal server implementations that reduced the amount of memory used by the Outlook client.  this would also be included in rollup 4 as they are cumulative; however, it requires a registry change to activate this change--see the KB article of any of the rollups for details.
    Sunday, November 15, 2009 2:15 AM
    Moderator