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Cannot save Local Data Groups settings in Microsoft CRM Client for Outlook with Offline Access

Posted on 2009-07-15
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Last Modified: 2013-11-24
We have installed the offline client in Outlook for Microsoft Dynamics CRM 4.0 and on one user's computer, it does not allow us to modify the Local Data Groups because the save button is disabled / grey.  Anyone know what causes this?

Thanks,
Len
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Question by:ACTGuru
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Expert Comment

by:Aftab_Khateeb
ID: 24866679
Does the user's role has "Go offline" option checked?  in CRM Settings - > administration ->"Security roles".  check "sync to outlook" is also checked. Also check if all the latest hotfix or rollup added to the user's laptop.

Let me know how u go after this
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Author Comment

by:ACTGuru
ID: 24916964
Yes, both are checked.  We're using rollup 3, one of the add-ons we use is just now being tested against rollup 5, after which we'll likely install that.  No others have this issue though.
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Accepted Solution

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Aftab_Khateeb earned 500 total points
ID: 24920706
Well.. yeh sure try roll up 5. I hope the user is matching with all basic pre-requistites of Outlook client installation. Have you tried reinstalling the CRM outlook client for this user? It may be some internal setting which might not be properly configured I guess.
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Author Closing Comment

by:ACTGuru
ID: 31603811
Reinstalled the client
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