Ever wondered what the diagnostic tool that comes bundled with the Microsoft CRM 4.0 for Outlook checks for?
Here is a compiled list, from the TechNet site:
Network and connectivity
- Does Microsoft Dynamics CRM for Outlook have connectivity?
- Is Microsoft Dynamics CRM for Outlook offline?
- Are the Microsoft Dynamics CRM authentication credentials valid?
- Is the user a member of an existing organization?
- Is the user still a member of the organization?
- Is the user enabled and does the user have at least one security role?
- Does the user have permission to synchronize to Outlook?
- Does the user have permission to synchronize the address book?
- Does the user have permission to synchronize to the offline data store?
- Does the user have permission to create activities?
- Does the user have permission to go offline?
- What is the network quality, including speed and dropped packets?
Internet settings
- Is Microsoft Internet Explorer set to prompt for authentication? This issue can be fixed with the tool.
- Does the pop-up blocker include the Microsoft Dynamics CRM URLs as safe sites?
- Are cookies being transmitted between Microsoft Dynamics CRM for Outlook and the Microsoft Dynamics CRM Server?
Client configuration
- Is there a known outage?
- Are the registry keys correct?
- Was a non-Microsoft Dynamics CRM Outlook profile recently opened?
- Are there multiple Outlook profiles?
- Was the Microsoft Dynamics CRM add-in disabled? This issue can be fixed with the tool.
- Was the Microsoft Dynamics CRM add-in listed as an unsafe add-in? This issue can be fixed with the tool.
- Is the Microsoft Office Excel add-in registered correctly?
- Are the Microsoft Dynamics CRM address book files corrupted? This issue can be fixed with the tool.
- Are there multiple Outlook processes running?
- Are COM objects registered correctly?
- Can metadata be loaded?
- Is the Microsoft Dynamics CRM Application Host process responding to HTTP requests?
- Can Microsoft Dynamics CRM for Outlook with Offline Access initialize? This issue can be fixed with the tool.
Environment configuration
- Is the memory load acceptable?
- Is the installed memory sufficient, based on installation recommendations?
- Is the processor speed sufficient?
- Is there enough free disk space?
Synchronization
- Were there recent errors when synchronizing to Outlook?
- Can Microsoft SQL Server Express be contacted?
- Is the Outlook synchronization subscription valid? This issue can be fixed with the tool.
- Is the address book synchronization subscription valid? This issue can be fixed with the tool.
- Are the offline synchronization subscriptions valid? This issue can be fixed with the tool.
Updates
- Are there any Microsoft Dynamics CRM for Outlook Auto-Update updates available?
Performance
- Is the Microsoft Dynamics CRM for Outlook cache size acceptable?
- Are the application host process shut-down options acceptable?
- Is the metadata cache size acceptable?
- Is the offline database size acceptable?
- Is the address book size acceptable?
- Is the e-mail tagging performance acceptable?
- Is the Outlook synching performance acceptable?
- Is the offline synching performance acceptable?
