Ok, so I'm getting a weird error and I've been searching for a solution and I can't necessarily find one for this, so I pose my question to the CRM Gods. I have a user, who regularly puts contacts into Outlook and then uses the "Track in CRM"
button to promote them from Outlook to CRM. This is a normal practice for this user, and he's never had a problem until recently.
The scenario is that he's been adding newer contacts with no problem, but he has contacts that he's had for YEARS, and they've been in Outlook, and he didn't promote them into CRM cause they are people he hasn't been in touch with. Well now they are
generating new business, so he wants to promote them to CRM and start logging activities. The problem is that these older contacts when he hits "Track in CRM" he gets the error message below:
"This item type is not valid for promotion to Microsoft Dynamics CRM"
I have verified this is the case and he will literally add a newly created contact to CRM fine, but then try to promote an older one and boom...error.
Any thoughts would be great, thanks.
