Question

CRM CItrix & Outlook

Asked by: eedlee

We have a Citrix Metaframe XPs Server running Windows 2000. I have successfully installed the CRM and SQL packages to the server. However, only the console session is able to bring up the CRM folder in Outlook. The forms are installed in the "Personal Folders" for each user and can be manually opened from "File>New>Form>CRM <formname>".

How can I open the CRM as an Exchange-type folder in the folder tree of Outlook in a non-console session? Even if I need to do this manually once for each user it is no problem since we only have 5 users who need CRM access. Right now only the console session opens the folder. I can't seem to locate it as a database or service option in Outlook user session. It is not an http, pop3, ldap or 'other' service/email account option. Any ideas?

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Asked On
2004-04-17 at 07:54:41ID20957555
Tags

citrix

,

crm

,

outlook

Topic

CRM Software

Participating Experts
2
Points
500
Comments
6

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Answers

 

by: BigSchmuhPosted on 2004-04-25 at 11:50:42ID: 10913154

This looks like a "classic folder rights" problem.
==> Did you check (from the console) those rights as they must be at least "visible" for your 5 users (better build a new domain group, add your users in it, and attach those rights to this group instead of handling each users rights...)

Hope this helps.

 

by: BigSchmuhPosted on 2004-04-25 at 11:52:42ID: 10913165

Of course, I assume your users connect to Citrix using their own domain credientials otherwise they just won't succeed in login automatically to owa (or any other MS soft).

 

by: eedleePosted on 2004-04-25 at 15:59:03ID: 10914226

All users have the ability to log into CRM through the http interface, and those that work in the office locally have the option running without a problem in their local Outlook sessions. For those of us that are remote users, we log in through Citrix and run Outlook from a session. However, the option to add the CRM folder, and the CRM toolbar, are missing from Citrix sessions for all users. I am unfamiliar with how CRM plugs into Outllok, and that is the part I am trying to figure out.

 

by: BigSchmuhPosted on 2004-04-26 at 02:01:06ID: 10916638

But did you check (from the console) the CRM folder rights as they must be at least "visible" for your 5 users ?

 

by: eedleePosted on 2004-04-30 at 15:49:50ID: 10964671

I haven't had time to take care of this issue so I will close it and thanks to Big for the assistance.

 

by: SirWankerPosted on 2004-07-12 at 22:36:50ID: 11536311

If you are referring to MSCRM's Sales for Outlook (SFO), this app is limited to one user per workstation ie if  SFO was installed by Bob, only Bob will be able to see the CRM folders & the COM+ toolbar in Outlook. All other users logging onto the same workstation will not be able to see the SFO.

20120131-EE-VQP-002

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