In part two of this blog series, we examine the role of technology in enhancing the customer experience in government with a focus on streamlining and automating customer-facing processes.
The Microsoft Dynamics CRM Outlook client is a powerful add-in to Outlook that allows you to synchronize your contacts and activities. Just like any powerful tool, you may need to take steps toward maintaining the Outlook client add-in from time to time.
Similar to how your web browser stores temporary files in a cache or folder on your computer, Microsoft Dynamics CRM processes and records may create and store files in a temporary cache. When updates occur, software may still be referencing some of these old files in cache, which can cause various issues. The same can be true for the Microsoft Dynamics Outlook client and the need to clear the cache periodically.
Note: Often a user's Outlook could be open for days without ever closing (even if workstation is hibernating). Due to the long duration, sometimes the CRM client may stop syncing. The diagnostics tool can help resolve issues stemming from that.
Many simple issues can be resolved by clearing out the temporary cache for Dynamics CRM. Things like:
To open the Diagnostics Utility, follow these steps:
As you can see, this tool can be used for other things such as turning off the synchronization or email tracking settings. These settings can also be managed in the Outlook CRM Options area.
To delete the temporary CRM files, follow these steps in the Diagnostics utility:
This is usually the first step recommended when troubleshooting Microsoft Dynamics CRM Outlook add-in problems.
You might also want to reference our blog on how to perform a trace with the Dynamics CRM 2011 Outlook Client to help troubleshoot any issues.
Finally, if you are having issues with installing/configuring the Microsoft Dynamics CRM 2011 for Outlook client, refer to the Microsoft Dynamics CRM for Outlook Configuration Troubleshooting Wizard.