CRM 4.0 Outlook Client has Grayed Out Filters with CRM 2011 Server


I was recently testing a scenario where the CRM 4.0 server was upgraded to CRM 2011 while the CRM Outlook clients were kept at CRM 4.0 for a period of time. I found through my testing that all CRM Outlook clients that had Outlook 2010 installed had their Offline, and Outlook filters grayed out after the server was upgraded; customers could experience this issue in both CRM on premise and online environments. I’ve included a screenshot below that shows the grayed out filters below: 

There are two workarounds if you find yourself in this scenario:

  1. Upgrade your CRM Outlook client to 2011
    • While running CRM 4.0 Outlook clients against a recently upgraded CRM 2011 server is supported, we don’t recommend this configuration as a long term solution.  A best practice is to upgrade to CRM Outlook 2011 clients as soon as possible.
  2. Use the Options menu item
    • Even though the Offline filters and Outlook filters are grayed out in the drop-down menu, you can access these filters through the Options menu item (screenshots below).

 

 

 

 

- Jon

 

Comments (2)

  1. Outlook Filters says:

    Hi – I have upgraded from CRM4 to CRM2011 and installed the outlook client.  We had local data groups setup but now I cannot see them or even save any Outlook filters.  Has anyone had issues with this before?

  2. jstrand says:

    I'm not aware of a known issue that would cause the results that you are seeing.  I do know that there was a similar issue with a pre-RTM build.  I'd recommend verifiying that you are upgrading from v4 to the RTM version of CRM 2011.  If you are dealing with an RC build, I believe the CRM Support team has scripts to resolve the issue.  You can find the most current CRM 2011 builds at:

    CRM Outlook Client:  http://www.microsoft.com/…/details.aspx

    CRM Server:  http://www.microsoft.com/…/details.aspx

    I hope that helps,

    Jon