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  • Status: Solved
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Dynamics CRM 4.0 CRM Menu Options no Synchronization Buttom

My salesman's CRM email is not synching with his Outlook.  I asked him to access the CRM menu, options, set personal options to see what is listed under the Synchronization button and he does not have a Synchronization button.  How do I fix this?  I'd rather not reinstalll if possible as he is in Colorado and I am in PA.
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sbdt8631
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sbdt8631
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1 Solution
 
Feridun KadirPrincipal ConsultantCommented:
Did you mean the synchronization tab (rather than button)?

I wonder if your saleman's CRM for Outlook is currently offline?  If so, get him to go online and then try checking.
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sbdt8631Author Commented:
Yes, I meant Tab.
No, he cannot see the tab when online with CRM.
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Feridun KadirPrincipal ConsultantCommented:
Does your user have the Sync to Outlook permission?  This can be found on the Business Management tab of the security role.
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sbdt8631Author Commented:
Yes he does
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Feridun KadirPrincipal ConsultantCommented:
Hmm. beginning to wonder whether a re-install might be needed...

I now you want to avoid this but could you do this via remote desktop or some other similar technology?
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sbdt8631Author Commented:
Yes I can.  I was just hoping for an easier solution.
Thanks.
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