Here's the best advice I've seen so far
From the MS Dymnamics CRM Team Blog -
http://blogs.msdn.com/crm/archive/2007/09/12/improve-the-outlook-experience-with-crm-part-four.aspx
" 1) Tools > Pop-up Blocker Settings – add the CRM URL to the list of
allowed sites. If you are using a host header, include the computer name
URL and the IP address of the server for good measure. (This way in case
you have DNS issues, you can pop open this window and grab the IP
address and continue using CRM)
2) Add the CRM URL, the computer name (if different) and the IP address
to the list of Local intranet sites by going to Tools > Internet
Options, Security Tab, clicking on Local intranet, Advanced and clicking
Sites. Enter the URLs and click Add.
3) On the Security tab in Internet Options, click on Custom Level when
Local intranet is selected to make sure the following settings are enabled:
a. Under "ActiveX controls and plug-ins"
i. Click Enable on Download unsigned ActiveX controls
ii. Click Enable on Initialize and script ActiveX controls
not marked as safe for scripting
iii. Click Enable on Run ActiveX controls and plug-ins
b. Under "Miscellaneous"
i. Click Enable on Access data sources across domains
ii. Click Enable on Use Pop-up Blocker
iii. If using host header and drill-through capability in SQL
Reporting Services, click Enable on Navigate sub-frames across different
domains
c. Under "User Authentication "
i. Click Automatic logon only in Intranet zone
4) On the General Tab under Browsing History choose Settings and verify
that the value for "Check for newer versions of stored pages" is set to
"Automatically". This will ensure that CRM contents can be cached and
this will save round-trips to the server to pull down static content.
5) Desktop Client Users with IE7 only – you can make a registry
modification to prevent users from being prompted multiple times for
their Windows credentials when they click on CRM web pages within
Outlook. To make this change, open the registry and go to the following
subkey: HKEY_LOCAL_MACHINE\Software\Microsoft\Internet
Explorer\Main\FeatureControl\FEATURE_SUBDOWNLOAD_LOCKDOWN. Right-click
Outlook.exe and click Modify. Set the Value to 0. For more information,
please review the related Knowledge Base article:
http://support.microsoft.com/kb/934243.
I recommend you review these settings as you do your client
installations to limit the risk of future issues."
Paul
Post by Will MiceliHi,
I'm using CRM 4.0, Windows Vista, and Office 2007. When using the Outlook
Laptop client, I cannot open CRM records and get a message saying that I
should add the CRM server to the allowed pop-ups. I tried disabling all IE
addins and also most of the Outlook ones and it still doesn't work. Any
thouthgs?