This item type is not valid for promotion to Microsoft Dynamics CRM RRS feed

  • Question

  • 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.

    Friday, December 10, 2010 1:04 PM

All replies

  • Where are the contacts that they can't track?

    Are they local contacts or in a public folder?

    From memory they would need to be local then track in CRM


    www.crmconsult.info Twitter:robertpeledie
    Friday, December 10, 2010 2:28 PM
  • Hi, You might need to check this,

    Q. While trying to save an Outlook contact in Microsoft Dynamics CRM, why do I receive an error that the item is not valid for promotion?

    There are several reasons why this message may occur:

    The message class of the contact is not IPM.Contact. This is usually because the contact was created using a custom form. You need to re-enter the contact.

    The contact is stored outside of the Exchange local store. You can copy the contact to the local store.

    The contact is stored in a deleted items folder. You can move the contact to a valid folder


    Source - http://www.microsoft.com/dynamics/crm/using/troubleshooting/tsemailoutlook.mspx

    Cheers, Edwin
    Friday, December 10, 2010 2:32 PM
  • The contacts are in his local contacts folder.  That was my first guess, as for the others, these contacts were entered into Outlook, but we're talking all the way back in Outlook 2000-2003, I don't know if that has any bearing.  How would I check the message class for a contact?

    Monday, December 13, 2010 1:17 PM
  • As a last resort, you might want to try exporting the contacts to Excel and then reimporting them into Outlook.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Wednesday, December 15, 2010 2:38 PM
  • This free tool from microsoft will allow you to change the contact message class from IPM.Contact.OlTrans (bad) to IPM.Contact (good). I have confirmed it works with CardScan 8.0.5 and Outlook 2010.


    1. Download the Omsgclas.exe package and run it to extract a word doc and readme txt
    2. Open the word document and enable macros (if prompted)
    3. A dialog box will pop up. For "Item type" select "Contact"
    4. For "New" type "IPM.Contact"
    5. Click Analyze Items (you should see the IPM.Contact.OlTrans listed here)
    6. Select Process Items (this will change the contacts form)

    You will need to run this macro every time you transfer contacts from CardScan to Outlook.

    Wednesday, November 30, 2011 12:04 AM
  • http://support.microsoft.com/kb/912211



    Khaja Mohiddin|||||http://www.dynamicsexchange.com/
    Friday, December 2, 2011 11:51 AM