Archive for the 'CRM 4.0' Category

Get CRM 4.0 for Outlook to work on Windows 7

Wednesday, January 28th, 2009

I cannot live without CRM at work.  To be able to run Windows 7, I had to work out a few kinks to get CRM for Outlook to work properly.

To get CRM for Outlook to work, it needs to be able to pop open IE windows on the fly.  By default, you are able to get the windows to open, however, they are blank.  An error may appear that says you need to disable your pop-up blocker.  This does not work.  Adding your CRM URL to the trusted sites, also does not work.

I had to cripple IE to get it running.  Open Internet Options, then go to the Security tab.

Uncheck: Enable Protected Mode for the Internet Zone

Restart IE and Outlook.

CRM 4.0 for Outlook now works normally.

I hope that the RTM of Windows 7 will allow you to add your CRM URL to the Trusted Sites so you can enable IE’s Protected Mode and have CRM for Outlook still work.  Not that I will ever use it, but still.  It would be nice.