Dynamics CRM 2015 for Outlook: Diverse Error messages


 

This article is to show examples and explain further into diverse error messages appear during the startup process of Outlook, when using CRM 2015 for Outlook client.

 

An error occurred promoting this item to Microsoft Dynamics CRM”

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Or

“An error occurred promoting this item to Microsoft Dynamics CRM.Item Name=”

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“Only items in the default Microsoft outlook store can be promoted to Microsoft Dynamics CRM"

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Concerning troubleshooting, Exchange Cache mode needs to be enabled so you are in a supported scenario. For Citrix environments it can be enabled for tests.

https://support.microsoft.com/en-us/kb/3018360/

Next, look for the Outlook items (emails, Contacts etc.) which have a crmLinkState value of 1,3, or 4.

The below shows how to create the Outlook views for being able to identify the Outlook items which are causing the error messages mentioned at the beginning of this article. Using this outlook view, you will be able to identify those Outlook items with have the above mentioned CRM MAPI object property crmLinkState values.

1. Open the Outlook application with Microsoft Dynamics CRM Client for Outlook Configured. Click on the File option at the top Left corner

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2. Now select Options from the File drop down.

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3. Select Customize the Ribbon and check the Developer option, then click on OK.

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4. Get back to the main page of Outlook and open any email that is tracked successfully. In the email window, click on Developer Tab and choose “Design this form”.

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5. On clicking the “Design This Form” option, the page will display the fields on the form with the view set as “User-defined fields in this item”. Here you will find the “crmLinkState” field and since it is tracked successfully it is set to 2. (1 (WillBeLinked), 3 (WillBeUnlinked), 0 Unlinked and 4 (WillBeUnlinkedAndDeleted).)

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6. If there isn’t a field by the name “crmLinkState” in any of the views of Select Item, then create one by the same name and Type as Number.

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7. Click on Publish and select Publish Form As.

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8. Now enter a name for the Form as “CRM Debug Form” and then click on Publish.

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9. Once done, get back to the Main Outlook page and click on the Search Bar, then click on the + More icon.

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10. In the + More drop down select crmLinkState.

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11. Once selected the “crmLinkState” field, we will receive the field under the search bar along with an option to enter the Link State i.e. either 1, 3, 4.

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12. Open the emails displayed below and Untrack them.

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13. In this way we will have to Untrack all the emails with crmLinkState 1, 3, 4 and we will never receive the error pop up "An error occurred while promoting this item to Microsoft Dynamics CRM" and "An error occurred while promoting this item to Microsoft Dynamics CRM.Item Name="

Please Note:

The search functionality of Outlook is limited; you will have to search each folder individually to identify those MAPI objects we were speaking about previously. If you would select search in all folders of Outlook or the mailbox, this won’t work, you will have to run this search query folder by folder.

 

After you identify the items, you will need to find them in Outlook and untrack them ( set the crmLinkState to 0).
An alternative way to identify the affected outlook items is using MFCMAPI or other MAPI property viewing tools:

The below property of the store taken from MFCMAPI

<property tag = "0x3400000B" type = "PT_BOOLEAN" >
<ExactNames>PR_DEFAULT_STORE, PidTagDefaultStore</ExactNames>
<Value>False</Value>
</property>

 

In this scenario, users might have shared mailboxes, other mailboxes then the default mailbox of the Outlook Profile or PST files where they were trying to track emails into CRM. When looking for the emails with a crmLinkState value of 1,3, or 4 you will need to check each folder of the mailboxes one by one as the search performed on the mailbox itself might not yield any result.

 

Best Regards

EMEA Dynamics CRM Support Team

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Comments (5)

  1. Pål Amundsen says:

    I tried to follow this guideline, With no success: when trying to Untrack, the error "An error occurred promoting this item to Microsoft Dynamics CRM" comes back and then Outlook crashes. It happens every time

  2. Oana says:

    Hi  Pål,

    Do you click on the Untrack button? Can you try to do it by changing the crmLinkState to 0? Please open the email, go to Developer Tab - Design This Form - All Fields - change crmLinkState to 0 and Save. Does it untrack without the error?

  3. Damian says:

    I have checked all email folders, appointments, contacts, and tasks (including archives). I still get the error with 'CRM.Item Name='.

    These steps did help reduce the number of errors but I still get 3 popups repeating this same error each time Oultook starts up. Any other suggestions?

  4. Stuart Burgess says:

    I have gone back and forth trying to fix this problem,   I am Microsoft Partner selling CRM solutions to customers and I can demo the product as Outlook hangs.   The product costs a lot of money but does not work.  Why on gods earth has no-one fixed this by now?   Please Microsoft what are you playing at?   You have sold something that is not fit for purpose here.   Just help us - you wrote it, sold it now support it.

  5. Daniel Sandberg says:

    I have also tried this for a client of mine that has this issue and no succes.

    I can't untrack the tracked e-mails, just gets the "An error occurred promoting this item to Microsoft Dynamics CRM" message.

    I also tried to change the state to 0, that worked but then, when I tried to track it again, the same error is back. It's very annoying and this needs a fix.

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