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IE

In IE if the toolbar is not enabled it will not appear. To enable the toolbar right click on the menu area and you should see the "Sage CRM Accelerator" option.

Ieenable.png

Select this and follow any on screen instructions to enable the toolbar.

  • If you have the option to Enable checked and the toolbar does not appear try a re-install (un-install then re-install). Windows updates and other 3rd party add ins can be affecting this.
    • also check Group Policy Settings

Ref: https://technet.microsoft.com/en-us/library/dn454941.aspx

And internet options

Internet options.png

Internet options1.png


Outlook

If the Accelerator is not appearing it could be down to the URL or user settings (username/password) not being correct. Update these via the IE toolbar.

You may need to re-enable the toolbar also. To do this click "File"->"Options". From the dialog select "Add-Ins" and click "Go".

In the "COM Add In" dialog select the SageCRMOutlook option and ensure it is checked.

Addin.png

Click "Ok" and re-start Outlook


Saving a file via Accelerator throws an error

System.Web.Services.Protocols.SoapException: System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> System.ArgumentException: Path cannot be the empty string or all whitespace.

  at System.IO.Directory.CreateDirectory(String path, DirectorySecurity directorySecurity)
  at SageCRMWSBase.SageCRMWSBaseService.folderCheck(String path)
  at SageCRMWS.SageCRMWSAccelerator.insertDocument(String EntityName, String EntityID, CRMDocumentClass dc)

This can be caused by using a UNC path in the system

E.G \\CRMServer\Documents\Library\

It must be a path mapped to a drive E.G D:\\Documents\Library\

To change the CRM library path in CRM log in as an administrator and go to

 Administration
 Email and documents
 Documents & reports configuration 

and edit the

 Physical root directory for mail merged documents

setting



Sage CRM 7.1a issue fix

Some reports came in of issues with Sage CRM 7.1a not allowing more than 15 characters in the new email.

The fix for this is to run the following SQL on the CRM database

   update custom_edits
   set colp_datasize='255',
   colp_lookupwidth='255'
   where colp_colname='pers_emailaddress'

Cannot see Accelerator in Outlook

The add in may be disabled or in-active.

To check this Open outlook and view the File->Options->Add-ins

Within this area check if the add-in is disabled and re-enable if so

To view add-in options click File

Outlook file.png

select Options

Outlook options.png

Click Add-ins

Outlook options2.png

Click the Go... button

Manage active.png

and check the box and click OK

The restart outlook

If the add-on is disabled select the disabled option from the drop down and re-enable

Manage disabled.png

Disabled items.png



Error 417

This can occur when the wrong url for CRM is in the client connection settings.

To fix check the CRM url is correct (settings).



When .NET Framework 4.0 is installed it is not "Enabled" by default in IIS 7, you have to "allow" it in IIS 7 manager, click on your server name, not the website that is not displaying the page, in my case the ISAPI and CGI Restriction icon only appears there. Open up ISAP and CGI restrictions and enable both entries for .NET Framework 4.0.

http://forums.iis.net/t/1190786.aspx?Error+404+2+ISAPI+and+CGI+list+settings+restrictions+list+settings+on+Web+Server


404 errors

This can happen is ASP.Net is not installed in IIS

Make sure that ASP.Net is installed and then in IIS...

IIS Manager -> Servername -> "Web Service Extensions", and set ASP.NET v2.0xxxxxx to Allowed

In later versions if IIS what can happen is that .NET is not re-initialized after installing IIS

aspnet_regiis -i -enable

Ref: http://stackoverflow.com/questions/467188/why-would-an-aspx-file-return-404-the-page-cannot-be-found


Sometimes in Outlook the "delete" key does not work (when editing fields)

The workaround for this is the hold down "shift" and click "delete".

  • This was resolved in version 4.2.2

Add on conflict

Some other 3rd party add ons can cause issues with the Accelerator -the only solution for this is to disable the other 3rd party add on


Upgrading CRM can sometimes knock out the IIS application for Accelerator

Your "SageCRMWS" folder should look like this

Iisapp.png

If not right click on the folder and select "Convert to Application" (IIS 7)

For IIS 6 you need to select the properties and click the "Create" button



500 error: Handler "PageHandlerFactory-Integrated" has a bad module "ManagedPipelineHandler" in its module list.

This is because ASP.Net was not completely installed with IIS even though I checked that box in the "Add Feature" dialog. To fix this simply run the following command at the command prompt

%windir%\Microsoft.NET\Framework64\v4.0.30319\aspnet_regiis.exe -i

If I had been on a 32 bit system, it would have looked like the following:

%windir%\Microsoft.NET\Framework\v4.0.21006\aspnet_regiis.exe -i

Fix found via ref: http://stackoverflow.com/questions/6846544/how-to-fix-handler-pagehandlerfactory-integrated-has-a-bad-module-managedpip



VSTO installation error

Vstoerror.png

Suggestions to remedy this is to install the Prerequisites as listed below

Prerequisites

====

Windows Installer 3.1

 http://support.microsoft.com/kb/893803

Microsoft visual studio 2010 tools for office runtime

 http://www.microsoft.com/en-ie/download/details.aspx?id=42513

Microsoft office 2010 primary interop assemblies

 http://www.microsoft.com/en-ie/download/details.aspx?id=3508

Microsoft office 2007 primary interop assemblies

 http://www.microsoft.com/en-IE/download/details.aspx?id=18346


.Net framework 3.5 sp1

 http://www.microsoft.com/en-ie/download/details.aspx?id=22



The Authority/Host could not be parsed

Authhost.png

This is down to an issue in the CRM url entered (missing a / (forward slash) for example)

You may need to access the registry to resolve this Open

 "HKEY_CURRENT_USER\Software\Microsoft\Internet Explorer\LowRegistry\CRM Together\SageCRM"

check the SageCRMPath

 "SageCRMPath"="http://crm.yourservercom/crm/eware.dll/go"

for the ActiveCRMPath1

 "ActiveCRMPath1"="True"



404 pages when .net 4.x is installed.

When .NET Framework 4.0 is installed it is not "Enabled" by default in IIS 7, you have to "allow" it in IIS 7 manager, click on your server name, not the website that is not displaying the page, in my case the ISAPI and CGI Restriction icon only appears there. Open up ISAP and CGI restrictions and enable both entries for .NET Framework 4.0.

ref: http://forums.iis.net/t/1190786.aspx?Error+404+2+ISAPI+and+CGI+list+settings+restrictions+list+settings+on+Web+Server

Iis4 a.png

Iis4 b.png

Iis4 c.png

Iis4 d.png



Error: Your working folder does not have the correct permissions set

If you see this it either means that (as it says) the user permissions are not set.

Workingfolset.png

However another reason could be that is a previous merge fails then the word (.doc,.docx) file and/or the mail merge .dat file are locked.

To clear this you must clear out the files from your working folder

As per the example image above it would be

C:\Users\Frank\Downloads

  • Please refer to your own system for your path



Surface pro resolution issues

Please refer to the following links to resolve this:

http://www.microsoft.com/surface/en-ie/support/apps-and-windows-store/app-display-issues#Solution2

http://www.gizmodo.com.au/2013/05/how-to-set-up-your-microsoft-surface-pro-just-right/



Outlook add-in being disabled

 Possible disable reason is in the local event log
 *This add-in caused Outlook to start slowly

You can control this as per the details on the following link

http://blogs.office.com/2012/10/08/take-control-of-your-outlook-2013-add-ins/



Common Language Runtime detected an invalid program

Clrerror.png

Ref: http://stackoverflow.com/questions/17267592/common-language-runtime-detected-an-invalid-program

Solution is to delete temporary asp.net files from

 C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files
 
  • You may need to stop IIS to do this
  • Causes of this can include windows updates and virus scanning software



Error installing Outlook application

"Unable to install this application because an application with the same identity is already installed. To install this application, either modify the manifest version for this application or uninstall the preexisting application."

You have to find the ClickOnce deployment folder (C:\Users\username\AppData\Local\Apps\2.0) and manually delete all folder contents. This can also be done by invoking the

 rundll32 dfshim CleanOnlineAppCache



Length cannot be zero

Lencannotbezero.png

Issue is that the path to CRM is not set or is incorrect. To resolve open the settings (you may need to do this via the IE toolbar) and update then restart Outlook.

Pathsettings.png



If you see an error when clicking on the history button in IE you may need to change the setting sqldatetimeformat

By default it is set to

 <add key="sqldatetimeformat" value="yyyy-dd-MM"/>

You may need to change to

 <add key="sqldatetimeformat" value="yyyy-MM-dd"/>



The remote certificate is invalid according to the validation procedure


Certinvalid2.png

This is due to an invalid SSL cert on the server - If you are using SSL a valid cert is required for the system to work (also documented in requirements) Typically your browser will display a problem

Sample screen shot from IE

Certinvalid1.png



Not licensed or not registered correctly message

 In IIS check the application pool that your custom site (SageCRMWS) is running in and make sure it is the same application pool as CRM.



Email cannot be parsed - Exchange

The error is that the email is from someone internally (only happens with internal accounts) and the emails do not have the email address where the system can parse it.

Emailcannotparsed.png



Cannot see emails filed within CRM

Ths issue is that the default filter on the communications screen is set to "Pending" and the emails are filed as "Complete". Change your filter to view the emails.

Comm status.png



New logging option - Only use this when requested to by support - available from 4.3 only - ctlog

To turn on logging in the Outlook add-in create a file (ctlog.txt) in your users temp folder (if you dont know this open explorer and type in %temp% and hit return and this will bring you to this folder)

EG

 C:\Users\username\AppData\Local\Temp\ctlog.txt

Restart Outlook

You will then see log files with the name format

 CRMTogetherLogFile_mmddyyyy.txt

EG

 CRMTogetherLogFile_06162015.txt

Reproduce any issue and send the file to support (zip up if needed as the file may be large)



Having problems installing the Outlook add-in?

Microsoft visual studio 2010 tools for office run-time installs

 http://www.microsoft.com/en-ie/download/details.aspx?id=44074

Download and install on the client and try the install again.

Most clients should not need this if they are on the latest patch of Office.



You cannot use the ampersand '&' character in a password when using Accelerator. This is due to a bug in the Sage CRM web-service API

Ref: https://community.sagecrm.com/user_community/f/84/p/9460/30971.aspx#30971



Users must have web-service access set to true



New Appointment/Task error in Outlook (webpicker)

Appttaskerr.png

If you add a new custom entity to CRM and add the "Communication" field that was created to the screen "AcceleratorWebPicker" you will see this error.

To resolve remove the field from this screen.



Reconnect to CRM - Prompt when outlook is opened. (Sage CRM Offline Access failed)

Reconnecttologon.png

This can happen when the logon fails when Outlook is started.

A checklist for this is as follows:

1. User is allowed log on to CRM via CRM's web services (Allow WebService Access:True)

  Navigate to the users details (Administration -> Users -> Users) and view the users details and check that the
  "Allow WebService Access" setting is set to true

Allowwebservice.png

2. Accelerator license check.

  Navigate to "Administration -> Accelerator -> User Management"
  From that screen check that the user is in the list

3. In the Outlook settings check that the active path is set and that the value is correct

Activepath.png

4. You cannot use the ampersand '&' character in a password when using Accelerator (this is due to a web-service bug in Sage CRM).



Date/Time Formatting

The screens displayed in outlook are CRM screens and the date/time formatting is controlled from CRM via the user preferences.

Datetimepref.png

Once changed the changes will only be reflected on the next user session logon. With Outlook this typically will not happen until IIS is reset (or CRM restarts) as it keeps the same session.


Large emails not filing

Issue is down to the size of the email and a limit in IIS

To adjust the limit do the following:

IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.

Iisasp.png

Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.

Max value is 2147483647

Iisaspmax.png

The Error for this can look like the following:

pr_insertCommunication failed: Entity:person;ID:471;UserId:;Message:Communication creation failed for person:Error occurred during the call to eWare.Init().Exception: Type mismatch
In IIS check the application pool that your custom site is running in and make sure it is the same application pool as CRM.;Stack Trace: at SageCRMWSBase.SageCRMWSBaseService.pr_insertCommunication(StringDictionary CommParams, String EntityName, String EntityID, StringDictionary CommLinkParams, String UseUserId, String CommId, Boolean UpdateCommLinks)

Comm creation failed.png

15/06/2016 Issue can also appear as:

  Error :System.Web.Services.Protocols.SoapException: Communication creation failed for: personID:Error occurred during the call to eWare.Init().Exception: Type mismatch
In IIS check the application pool that your custom site is running in and make sure it is the same application pool as CRM.;Message:Communication creation failed for person:Error occurred during the call to eWare.Init().Exception: Type mismatch
In IIS check the application pool that your custom site is running in and make sure it is the same application pool as CRM.;Stack Trace: at SageCRMWSBase.SageCRMWSBaseService.pr_insertCommunication(StringDictionary CommParams, String EntityName, String EntityID, StringDictionary CommLinkParams, String UseUserId, String CommId, Boolean UpdateCommLinks) at SageCRMWSBase.SageCRMWSBaseService.pr_insertCommunication(StringDictionary CommParams, String EntityName, String EntityID, StringDictionary CommLinkParams, String UseUserId, String CommId, Boolean UpdateCommLinks) at SageCRMWSBase.SageCRMWSBaseService.pr_insertCommunication(StringDictionary CommParams, String EntityName, String EntityID, StringDictionary CommLinkParams) at SageCRMWS.SageCRMWSAccelerator.insertCommunicationEmail(String EntityName, String EntityID, CRMDocumentClass dc, String emailType)

IIS 8 and 404 messages on screens

You must install .net4.5 via the server manager (add feature) to enable.



'Sage CRM 7.3c Patch' to 'Sage CRM 7.3 SP1 HF2'

This breaks the Calendar lookup that restricts the cases/opportunities list to the given company.

To resolve this you need to update the 'About' field to have the Default as 'Search with the current Company'



Outlook add on keeps disappearing

Check the local event log (on the client running outloook) - if you see an error like below

Customization URI: file:///C:/Program Files/Common Files/Microsoft Shared/VSTA/Pipeline.v10.0/PipelineSegments.store Exception: Exception reading manifest from file:///C:/Program%20Files/Common%20Files/Microsoft%20Shared/VSTA/Pipeline.v10.0/PipelineSegments.store: the manifest may not be valid or the file could not be opened.

You need to open your registry and navigate to

 HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins\CRM Together Outlook Add On\

and delete the key

 Warmup

and set the value for

 LoadBehavior

to be 3

Re-start outlook then



404 on Case summary screen (for some users)

  • fix scheduled for 4.5

Issue here is to do with the user setup in CRM. The workaround is to copy the

 "custompages/sagecrmws/intCases.aspx" 

file and rename the copied version

 "custompages/sagecrmws/intCase.aspx"



Ignored emails not working internally

This is only seen with Exchange and Office 365 internal accounts and is a result of the system not being able to resolve the email address from the exchange id

Example email format for exchange is

  /O=EXCHANGELABS/OU=EXCHANGE ADMINISTRATIVE GROUP (FYSDFDIBOSDF3SPDLT)/CN=RECIPIENTS/CN=2B5D7FSDFSDF0F9445519F4D2BAB00-username

There is a workaround in the system to map this exchange id to an email address. Add a key/value into the web.config

EG

<add key="/O=EXCHANGELABS/OU=EXCHANGE ADMINISTRATIVE GROUP (FYDIBOHDFGDFDFGLT)/CN=RECIPIENTS/CN=2B5D7FDFGDFGDFG8B45480F9445DFG9F4D2BAB00-MARC" value="user@yourdomain.com" />



Email date and times are going in incorrectly (EG as 1899)

Chances are you are running MSSQL 2012 and you need to set this as follows:

   <add key="sqldatetimeformat2" value="o"/>



Outlook add-in just wont load and I have tried everything. At this point you need to enable some VSTO variables (in the windows Environment variables list) to show any internal issues that the environment might have.

   Displaying VSTO Alert Prompts
   To display each error in a message box, set the VSTO_SUPPRESSDISPLAYALERTS variable to 0 (zero). *You may need to create the variable first in the windows Environment variables list.
   You can suppress the messages later on by setting the variable to 1 (one).
   Logging VSTO Alerts to a Log file
   To write the errors to a log file, set the VSTO_LOGALERTS variable to 1 (one).*You may need to create the variable first in the windows Environment variables list.
   Visual Studio Tools for Office creates the log file in the folder that contains the application manifest. 
   The default name is .manifest.log. To stop logging errors, set the variable to 0 (zero).

Ref: http://www.oneplacesolutions.com/support/0053.html Ref: http://www.macroview.com.au/support/KnowledgeBase/Pages/20110084.aspx



Outlook Links always open to logon screen

  • this is a Sage CRM bug in 7.2d

Ref: https://community.sagecrm.com/knowledgebase/w/standalonecloudkba/727.632-16989-opening-new-tab-window-brings-user-to-logon-screen.aspx

632-16989 - Opening new tab / window brings user to logon screen

Summary: When you right click on a link in Sage CRM and select the option to open in new tab/window, the tab/window that opens displays the CRM logon screen. Cause: This was introduced in Sage CRM 7.2 because of the changes in which CRM was rendered eg framesets where removed.

Resolution:

This issue is resolved in Sage CRM 7.2e



CRMCodedPath setting

If your system does not allow http requests from with IIS to an outside/external address you can set the internal address within the web config

<add key="CRMCodedPath" value="" />

sample value

http://localhost/crm
   *requires CRM setting IPAddressChecking to be disabled – this is in the registry



Error: The operation cannot be performed because the message has changed

Cause: Saving and then tagging an email - when we have an IMAP connection

Resolution: Open Outlook

 File -> Options -> Mail -> 
 Under "Conversation Clean Up" Uncheck "When a reply modifies a message, don't move the original" 
 -> OK.



Take control of your Outlook 2013 add-ins

https://blogs.office.com/2012/10/08/take-control-of-your-outlook-2013-add-ins/

See also

https://support.microsoft.com/en-us/kb/2733070



System Logging - This is used ONLY to detect environment specific issues

Open windows and enter %temp% in the path

This should open the folder "C:\Users\username\AppData\Local\Temp" for example

Create a file called "ctlog.txt"

Re-start Outlook.

When you use Accelerator the system will create a file for each day with logging information *this should not be used long term



Could not create SSL/TLS secure channel

This issue is due to the SSL path (https) not working from the server.

The system acts like a proxy and so if https is used from outside then it is used internally (from the server) also.

Two options here are:

1. Configure the server to work with the https path.

2. Use the CRMCodedPath setting. If your system does not allow http requests from with IIS to an outside/external address you can set the internal address within the web config <add key="CRMCodedPath" value="" /> sample value

http://localhost/crm

  *requires CRM setting IPAddressChecking to be disabled – this is in the registry



Bug in CRM 7.2.f.5

"contents" property on the Content block (the object returned from GetBlock("Content")) is not working.

Workaround is to add in the frame code in the ASP pages to CRM.AddContent



16.0.8067.2115 breaks <select> Tags in Outlook Add-In

The solution here is to either downgrade or use the keypad to select the options.

Ref: https://github.com/dotnet/corefx/issues/20448


Manage your add-ins

Click File

Filemenu.png

You will see a button "Manage COM add-ins".

Slowanddis.png

Click this.

You will see a dialog

Manageaddins.png

Click Always Enable this add-in

and then click Close



Could not load type 'System.ServiceModel.Activation.HttpModule' from assembly 'System.ServiceModel, Version=3.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089

Httpmodule.png

To fix:

On the CRM Server...open a command prompt as an administrator as follows: From the Start menu, choose All Programs, and then choose Accessories. Right-click Command Prompt, and then choose Run as administrator. At the command prompt, type the following command to change to the Microsoft.NET\Framework64\v4.0.30319 folder, and then press Enter.

  cd\Windows\Microsoft.NET\Framework64\v4.0.30319

At the command prompt, type the following command, and then press Enter.

   aspnet_regiis.exe -iru

At the command prompt, type the following command, and then press Enter.

   iisreset

ref: https://msdn.microsoft.com/en-us/library/hh169179(v=nav.90).aspx



Error on Summary screens -

 "An existing connection was forcibly closed by the remote host"

Fix: you need to set the "GatewayCRMPath" in the web.config file

EG

  <add key="GatewayCRMPath" value="http://www.server.com/CRM/" />

Error: Missing Icons in SageCRM after install

Cause: SetupIIS adds staticContent .woff2 to CRM server to serve awesomefont.woff2 used in MobileX, possible error if .woff2 already there.

Fix: Remove '<mimeMap fileExtension=".woff2" mimeType="application/font-woff2" />' from CRM Server Web.Config