MSCRM 2011 Outlook Client - Cannot View Opportunities

Jonathan Mellon
Jonathan Mellon used Ask the Experts™
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We are currently running Microsoft CRM 2011 with Rollup 3, and none of our users can view Opportunities in their Outlook Client (either Basic users or System Administrators) however if you open an account you can see Opportunities linked to that account but from the Sales > Opportunities we just get an error ' CRM Failed to load' see attachment.

Any help will be appreciated we have tried re-setting the permissions for the Views and we are all running Outlook 2010 32bit and one user is running the 64bit version

Screenshot of Error Messsage
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Commented:
What options have you already tried? Reconfiguring the client? Enabling of the tracing on the client?

Don't know if you already searched the web, but a good proposition is made in this article. It uses the diagnostic tool to resolve a similar issue: http://mscrmonline.wordpress.com/2011/07/10/crm-failed-to-load-microsoft-crm-2011-outlook-client/

Author

Commented:
We seem to have it narrowed down to a field which has been deleted from the Opportunities but is still listed in the Opportunity Associated Extended View however we cannot edit this view because it is not customizable, any ideas on how we can remove the field from the view? It is an Extended View and not a Public view so we can't delete / recreate the view.

Commented:
Which field is it? Can you also specify the exact name of the view (or do you mean the Opportunity Associated View)?
Also know that normally a standard field cann't be deleted..

Author

Commented:
The field is 'opportunityroleidname' and only appears on this view, the exact view name is 'Opportunity Associated Extended View' we do also have an Opportunity Associated View but this view is fine.

Commented:
Is this an upgraded installation? I'm looking at a CRM 2011 clean install environment and don't have this view listed.

Another thing, is the view set as default view? By default the My Open Opportunities should be shown.

Author

Commented:
Yes this is an upgraded installation from CRM 3.0 then to CRM 4 and then we have upgraded to CRM 2011, the view is not a default view and we have tried resetting the default view to 'my Open Ops' but we still have the error
Commented:
Strange that if the view is not the default view it is causing this error. But it could be that the removed field is somewhere used in the default view.

Was the field removed by the upgrade or manually (through the CRM user interface or on database level)?

Author

Commented:
I'm not sure when the field was removed, but we haven't removed it manually so it was either removed by upgrade or by an Update Rollup

Author

Commented:
If the view is not required is there a way we can delete it? (we can delete via the interface as it's not a customizable view)
Commented:
I think it's probably better to contact Microsoft Support for this issue.
In my installation I don't find the field, so you could be right that is deleted by the upgrade or rollup.
We have edited the SQL database to make that view customizable and then we could remove the field for the view and this has resolved the issue.

Author

Commented:
We used the information provided which proved that the field & view where not essential parts of CRM and then we researched and found out how to edit the SQL database to make the view customizable

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