Auto-Enable Outlook CRM Toolbar

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  Hi,
  
  I don't have a good answer to re-load when disabled. But one thing you cold do is to do some registry settings to allow you computer loose connection in shorter time periods, without loosing CRM. I actually did these settings with a client today, and it worked as inteded.
  
  There are several blogs that has described this, here is one:
  http://billoncrmtech.blogspot.com/2008/07/microsoft-crm-outlook-client-and.html
  
  
  

  Regkey Name	Default	Description
  ClientAuthNotificationThrottle	30000	Specifies the required elapsed time before which another balloon notification may be displayed (helps prevent too frequent balloon notifications).
  ClientAuthRenewPeriod	60000	Specifies how frequently the hoster process will check if it should renew authentication.
  ClientAuthVerifyConnectionPeriod	30000	Specifies how frequently the hoster process will check connectivity to the web application by downloading a tiny icon (anonymous access).
  ClientAuthVerifySignedInPeriod	5000	Specifies how frequently the hoster process will check if authentication has been lost (ex: detect if cookies have been deleted or the CRM ticket has expired).
  ClientAuthAllowRetries	3	Specifies the number of failed authentication attempts (after this an error will be shown or the client will move to the offline state).

  
  

  Tuesday, March 31, 2009 6:51 PM
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  That certainly helps and we can play with those registry values, but will this have a business impact? ie: Is this ideal for users when the system is checking so infrequently to verify connection? So if someone rejoins the network but since the authentication is only happening every X seconds, will CRM know the person is back online?

  Tuesday, March 31, 2009 7:09 PM
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  You could install the Offline Client rather than the Desktop Client and train your users to use the Go Offline, Go Online button.  This should be a good solution to allow your Users to frequently leave and join the Network with minimal inconvenience. 
  
  

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  Best Regards, Donna

  • Marked as answer by Jim Glass Jr Thursday, April 2, 2009 8:59 PM

  Tuesday, March 31, 2009 7:14 PM
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  Also....
  
  If we were either max these numbers out or set them to zero so that it appears that the person is connected (when in fact they may not be), will this crash Outlook? Or will the system continue to try to "Track in CRM" and once it finally receives a response from the server, actually send that information across?
  
  Dennis

  Tuesday, March 31, 2009 7:16 PM
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  Donna,
  
  Thanks for the reply.  We initially looked at implementing Off Line CRM but decided against it due to the memory usage and it was somewhat overkill for our organization.  Our goal would be to have CRM continuously try to ping the server at all times without being disabled.  This would at least ensure if someone were to rejoin the network, the CRM toolbar would come back to life.  It seems like there must be a way to tell the CRM toolbar to NEVER disable or to force it re-enable?
  
  

  Tuesday, March 31, 2009 9:05 PM
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  I have not tried the scenarios you describe; but since it's for the client; I would have tested it.

  • Proposed as answer by den_mark_98 Tuesday, November 9, 2010 8:36 AM

  Tuesday, March 31, 2009 9:37 PM
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  I proposed your answer as an answer but that was wrong, sorry.

  I have noticed and I recommend internally that users take advantage of the quick log in and out options that come with the icon in the lower right corner of the screen(by the clock) there is a little CRM icon that you can click on to log in and out of Outlook. See screen dump:

  http://www.kitchell.dk/img/CRM_login.png

  I tell all my sales and marketing people that if the toolbar greys out upon loading the first log in by right clicking on the icon and log in. It works 95% of the time.

  I have also noticed that most users will open both web and work in outlook <>CRM and because it shares session data it will log the user out of outlook after sometime. I usually suggest that if users want to have advance find open while working in outlook<>CRM then they should use the IN-private browsing options in IE.

  That is my two cents :)

  Patrick Kitchell

  Tuesday, November 9, 2010 8:46 AM