Mittwoch, 28. März 2012

How to fully remove the CRM Client for Outlook



ISSUE
After Migration from to CRM 4.0 the Outlook Client Addon is not loaded anymore.
IMPACT
Live Environment - System Down

ROOT CAUSE:
unknown

ACTION PLAN
Fully removement of the CRM Outlook Client
1. Close Outlook
2. Let’s make sure CRM 3.0 & 4.0 Client are removed from 'Add/Remove Programs'
3. Delete CRM folders and registry (if you still have it after uninstallation of the Client):
a. the CRM folder inside the Program Files folder
b. ..\Documents and Settings\user\Application Data\Microsoft\MSCRM
c. HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRMClient
d. HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient
4. Once CRM is uninstalled > start Outlook
5. Customize the toolbar to remove the extra remaining CRM option (go to tools - Customize)
a. Under the Toolbars tab, Highlight the Microsoft CRM Toolbar and choose delete then click OK.
b. Then highlight the Menu Bar and choose Reset then click OK.
c. Close Outlook
6. Delete the MSCRM.pst file. To do this, follow these steps:
a. Click Start, click Run, type c:\documents and settings, and then click OK.
b. Open the folder for the user who uses the Microsoft Dynamics CRM laptop client for Outlook.
c. On the Tools menu, click Folder Options, and then click the View tab.
d. In the Advanced settings box, click Show hidden files and folders, and then click OK.
e. Double-click Application Data.
f. Right-click MSCRM.pst, and then click Delete.
7. Delete the Microsoft CRM folder.
Note: • By default, the Microsoft CRM folder is in the following folder:
C:\Program Files• If the Microsoft CRM folder cannot be deleted, you must restart the computer, and then delete the folder.
8. If you had the CRM 3.0 Laptop client installed, you will want to delete the database files below:
The files are located in the : C:\Program Files\Microsoft SQL Server\MSSQL$CRM\Data\ directory
a. METABASE.mdf
b. METABASE_log.ldf
c. MSCRM_MSDE.mdf
d. MSCRM_MSDE_log.ldf
9. Go to Start - Run - and type 'Regedit'
a. Make a backup of the registry by (in the Registry Editor) right-click on 'My Comptuer' and select 'Export'
b. select a location for the export file and name it
c. Click Save
10. Now that you have a back up of your registry, we are going to want to search for any keys that contain 'CRM'. I have seen that the registry keys are not properly removed sometimes so this is a much needed step. Please follow the steps below:
a. Select 'Edit' and 'Find'
b. In the 'Find What' field, type 'CRM'
c. In the 'Look at' field, please ensure that only 'Keys' is selected and hit 'Find Next'
d. You will want to delete all registry keys that contain 'CRM' after the first key is deleted, hit 'F3' to find the next key that contains 'CRM'
e. You will want to continue this process until all of the registry keys containing 'CRM' are removed from the registry.
7. Reboot the machine
8. Download the Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook
9. Reinstall the CRM Client 4.0


If the above steps do not work, please reset the toolbar:
1. In Outlook go to Tools->Customize->Toolbars. Select Microsoft CRM and click Delete and then select Menu Bar and click Reset.
2. In the Outlook folders, delete all the folders under Microsoft CRM.
3. In Outlook delete all the CRM Shortcuts.
4. Shutdown Outlook.
5. Delete the UIXmlHash reg key from the HKCU\Software\Microsoft\MSCRMClient reg hive.
6. Make a backup of the registry
7. Ensure RCOffline is set to 0 in that hive.
8. Start Outlook

I have also seen cases where the below steps resolved the issue:
-Close Microsoft Outlook
-Open Windows Explorer and browse to c:\documents and settings\user\application data\Microsoft\ (on Windows XP)
-Rename the folder named "Outlook" to "Outlookold"
-Restart your computer
-Launch Outlook

Source: http://www.dynamicsconsulting.de/2012/03/28/how-to-fully-remove-the-crm-client-for-outlook/

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