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Birthday reminders! RRS feed

  • Question

  • My Director and a couple of my colleagues are experiencing problems with both CRM and Outlook.

    I'm not sure where this problem lies but at face value, birthday reminders for contacts from CRM are going into the calenders of the users but on most instances though have between 5 and 10 instances of the same reminder. it is making outlook very slow and hard to read with all the surplus entries.

    any ideas on how i can solve this

    thank you for your efforts

    alec
    Wednesday, July 29, 2009 4:50 PM

Answers

All replies

  • what version of Microsoft CRM are you using?  We'd observed this in v3.0 and I think the latest update rollup resolves the issue.

    http://www.workopia.com/Links.htm

    Thursday, July 30, 2009 12:33 AM
    Moderator
  • Hi Frank,

    thanks for your fast responce, we are currently running CRM 3.0 (3.0.5300.0). How do I go about getting this update? will it have any other effects on our setup that I should be aware of before installing?

    thanks again

    Alec

    Thursday, July 30, 2009 8:18 AM
  • Its just been brought to my attention that the duplicates of these reminders are also apparent in the users contacts list. Will the rollup update solve this and as a result solve the reminders?


    Just found the Rollup updates on    http://support.microsoft.com/kb/908951    it mentions on rollup2 (which I presume is the latest version)


    "Update Rollup 2 does not provide compatibility between the Microsoft Dynamics CRM 3.0 client for Outlook and the following programs:
    • Windows Vista
    • 2007 Microsoft Office suites"
    we are running 2007 Microsoft Office suites is that going to effect the solution of my predicament?

    thanks

    Alec
    Thursday, July 30, 2009 8:42 AM
  • Update Rollup 3 is the latest available for Microsoft CRM v3.0:
    http://www.microsoft.com/downloads/details.aspx?FamilyID=d5b1fbbe-dfc2-4a33-b5fd-cae99e8e9dab&displaylang=en

    Something is wrong with the duplicate contacts - the update may or may note solve that issue.

    Does that occur on all other CRM Outlook Client users? or just one/few users?  When did it start happening?



    http://www.workopia.com/Links.htm

    • Marked as answer by Jim Glass Jr Friday, July 31, 2009 8:37 PM
    Thursday, July 30, 2009 5:57 PM
    Moderator