Microsoft KB Archive/870635

= An update is available to enable Microsoft CRM to work on Microsoft Windows XP Service Pack 2 and on Microsoft Windows Server 2003 Service Pack 1 =

Article ID: 870635

Article Last Modified on 11/2/2007

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APPLIES TO

 Microsoft Business Solutions CRM Sales for Outlook, when used with:  Microsoft CRM 1.2

 Microsoft Business Solutions CRM 1.0  Microsoft CRM 1.2 Microsoft Business Solutions CRM 1.0

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SYMPTOMS
Installing Microsoft Windows XP Service Pack 2 (SP2) or Microsoft Windows Server 2003 Service Pack 1 (SP1) will prevent Microsoft Business Solutions CRM versions 1.0 and 1.2 from running correctly. Microsoft CRM version 1.0 is not supported on Windows XP SP2, on Windows Server 2003, or on Windows Server 2003 SP1.

To operate correctly, Microsoft CRM version 1.2 requires the following system changes:
 * Updates to the Microsoft CRM Server
 * Updates to Microsoft CRM Sales for Outlook (Outlook client) computers
 * Several manual configuration workarounds

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RESOLUTION
Use the appropriate resolution according to your version of Microsoft CRM and the operating system that is installed on the computer.

Microsoft CRM version 1.0 and Windows XP SP2
Microsoft CRM version 1.0 does not operate on Windows XP with Service Pack 2 installed. Running any Microsoft CRM client on Windows XP SP2 is not supported.

If you have not already upgraded the program, upgrade to Microsoft CRM version 1.2 and to Microsoft CRM Sales for Outlook version 1.2 before you update any client computers to Windows XP SP2. After you upgrade the program, install the service pack, and then perform the Microsoft CRM workarounds that are described in this article.

Microsoft CRM version 1.0 and Windows Server 2003 SP1
Microsoft CRM version 1.0 does not operate on Windows Server 2003 with Service Pack 1 installed. Running any Microsoft CRM client on Windows Server 2003 SP1 is not supported.

Microsoft CRM version 1.2 and Windows XP SP2
The following issues must be resolved to enable Microsoft CRM version 1.2 to run correctly on a computer that has been updated with Windows XP SP2. The solution for the first two issues is to install the software update that is described in this article. The solution for the remaining issues is to perform the listed manual workaround.
 * A script error occurs when you try to attach a file to an object such as an e-mail message, and you do not include the whole path of the file.

Resolution: Install the update that is described in this article.
 * You cannot return to the Microsoft CRM home page via the bottom navigation bar while you are using the Microsoft CRM Web application.

Resolution: Install the update that is described in this article.
 * The Windows XP security firewall does not let the Outlook client open, and you may encounter a security warning dialog box.

Workaround: When you open the Outlook client for the first time after you install Windows XP SP2, a security message appears. Select the option Unblock this program, despite the security risk, and then click OK.
 * The Windows XP SP2 feature to block Web site pop-up windows causes the Internet Explorer window that Microsoft CRM is using to close immediately after you open it.

Workaround: Perform the following procedure:
 * In Internet Explorer, on the Tools menu, point to Pop-up Blocker, and then click Pop-up Blocker Settings.
 * Type the URL to your Microsoft CRM Web site, click Add, and then click Close.
 * The Import Wizard requires an ActiveX control to operate correctly. If the specific ActiveX control is not already installed, opening the Import Wizard will prompt you to install it. If you choose not to install the ActiveX control, you will not be prompted again until you close and then reopen the client.

Workaround: Restart the Web client or the Outlook client.
 * If you access the Microsoft CRM server from the Internet zone instead of from the Local intranet or Trusted sites zone, some forms and pages will display the Web site URL in the bottom status bar. This issue causes lists to displaying incorrectly, and causes the status bar to display on top of action buttons. Forms and pages that display this issue include the New E-mail Template form, the Set Personal Options page, and the Add a Tab page and the Add Fields page in System Customization.

Workaround: Perform the following:
 * In Internet Explorer, on the Tools menu, click Internet Options.
 * Click the Security tab, select Trusted sites, and then click Sites.
 * Type the URL of the Microsoft CRM Web server in the Add this Web site to the zone field, click Add and then click Close.

Microsoft CRM version 1.2 and Windows Server 2003 SP1
The following issues must be resolved to enable Microsoft CRM version 1.2 to run correctly on a computer that has been updated with Windows Server 2003 SP1. The solution for the first two issues is to install the software update that is described in this article. The solution for the remaining issues is to perform the listed manual workaround.
 * A script error occurs when you try to attach a file to an object such as an e-mail message and do not include the whole path of the file.

Resolution: Install the update that is described in this article.
 * You cannot return to the Microsoft CRM home page by using the bottom navigation bar while you use the Microsoft CRM Web application.

Resolution: Install the update that is described in this article.
 * The Windows Server 2003 SP1 feature to block Web site pop-up windows causes the Internet Explorer window that Microsoft CRM is using to close immediately after you open it.

Workaround: Perform the following procedure:
 * In Internet Explorer, on the Tools menu, point to Pop-up Blocker and then click Pop-up Blocker Settings.
 * Type the URL to your Microsoft CRM Web site, click Add, and then click Close.
 * The Import Wizard requires an ActiveX control to operate correctly. If the specific ActiveX control is not already installed, you are prompted to install it when you open the Import Wizard. If you choose not to install the ActiveX control, you will not be prompted again until you close and then reopen the client.

Workaround: Restart the Web client.
 * If you access the Microsoft CRM server from the Internet zone instead of the Local intranet or Trusted sites zone, some forms and pages will display the Web site URL in the bottom status bar and causes drop-down lists not displaying correctly and the status bar displaying on top of action buttons. Forms and pages that display this issue include the New E-mail Template form, the Set Personal Options page, and the Add a Tab page and the Add Fields page in System Customization.

Workaround: Perform the following:
 * In Internet Explorer, on the Tools menu, click Internet Options.
 * Click the Security tab, select Trusted sites, and then click Sites.
 * Type the URL of your Microsoft CRM Web server in the Add this Web site to the zone field, click Add and then click Close.

Update information
Microsoft Business Solutions CRM has a fix for these problems that is part of a cumulative update. The cumulative update information is described in the following Microsoft Knowledge Base article:

904435 Update rollup 2 is available for Microsoft CRM 1.2

Installation information
Install these updates on Microsoft CRM servers that are running Windows Server 2003 SP1. Install these updates on Microsoft CRM Sales for Outlook (the Outlook client) computers that are running Windows XP SP2.

For additional information about installing software updates for Microsoft Business Solutions CRM version 1.2, click the following article number to view the article in the Microsoft Knowledge Base:

839939 How to install software updates and hotfixes for Microsoft Business Solutions CRM v1.2

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MORE INFORMATION
For more information about Windows XP SP2, see the following articles:

For more information about Windows Server 2003 SP1, see the following articles:

Keywords: kbmbsmigrate kbinfo kbsysreq kbqfe kbhotfixserver KB870635

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