Saratoga Technologies Microsoft CRM Blog

Missing “Settings” Button in CRM Web Client Fix

If you are logged into both outlook and the CRM web client you may notice some strange things happen. Most likely you are missing the following settings buttons in your web client session.

• Settings button on your lower left navigation pane
• Delete button in quotes dialog box
• Send direct email button in the contacts dialog box
• Send direct email button in the account dialog box

Basically this is caused by a cookie. (not the kind with chocolate chips!). What happens is that once you start the outlook client a cookie is created on your machine. Then when you start the CRM Web client a cookie is already on the machine and it defaults to the settings from the CRM outlook client.

Ok. so there are a few fixes for this issue.

1.) Just exit the CRM outlook client before running the web client. This will remove the cookie and everything will work as intended.

2.) You can delete your cookies and files from internet options.

So what if you want to work in both at the same time and not have issues?

This is possible and just requires a few minor changes in the windows registry. Please note that if you haven’t used the windows registry editor tool that it can seriously alter your machine from functioning if used improperly, and could cause failure and a need to re-install your entire operating system. – OK – so there is my discalimer on that.

1. First start the microsoft CRM outlook client
2. start the registry editor. start->run-> type in regedit
3. look for the following hive and subkeys in the registry -

   HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient

4. You should see an entry named WebAppUrl, open it by double-clicking on it

5. In the Edit String dialog box, change the value that is in the Value data field. The original value is the Microsoft Dynamics CRM server name and port number. Change this value to an IP address. For example, the IP address may be http://192.169.1.1:5555.

6. Double-Click PlatformRoot

7. In the Edit String dialog box, change the value that is in the Value data field. The original value is the Microsoft Dynamics CRM server name and port number. Change this value to a value that includes an IP address. For example, the new value may be http://192.169.1.1:5555/MSCRMServices.

8. Doubleclick ServerURL

9. In the Edit String dialog box, change the value in the Value data field. The original value is the Microsoft Dynamics CRM server name and port number. Change this value to an IP address. For example, the IP address may be http://192.169.1.1:5555.

 That is it, and now you should be able to use both the applications the CRM Web Client and the CRM Client for outlook at the same time.

Leave a Reply

You must be logged in to post a comment.