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When troubleshooting the Outlook client for Microsoft Dynamics CRM,
sometimes you need to perform a trace. And by trace, we don't mean putting a piece of paper up on your monitor and drawing an outline of Outlook.
Performing a trace "collects a detailed profile of all operations that occur inside CRM for Outlook," and it can be helpful troubleshooting support issues. It's not something we want turned on indefinitely, because it can slow the system down.
Here are the steps on performing a trace on a local machine within the Outlook client for Microsoft Dynamics CRM 2011.
1. Go to 'All Programs'.
2. Click to expand 'Microsoft Dynamics CRM 2011 / Diagnostics
3. Choose the tab 'Advanced Troubleshooting'. You will need to delete any previous files that contain data captured previously, so select 'Delete'.
4. Then, turn 'Tracing' on.
5. Next, 'Enable' tracing.
6. Once Tracing is turn on, select 'Save'.
7. Execute the transaction within Microsoft CRM Outlook client to capture trace information.
8. From the 'Start' option within your Operating System, click to expand 'Microsoft Dynamics CRM 2011 / Diagnostics. Uncheck the 'Tracing' option so no further tracing is performed.
9. From the Start menu, enter in '%appdata%. You will be presented with a 'Roaming' folder.
10. Select the File Folder 'Microsoft MSCRM Client'
11. From the top view, select 'AppData'.
12. Copy the files located under the 'Traces' folder, zip them into a single file name.
The zipped file can then be sent to Microsoft technical support or other support organizations to help determine the cause of an error or dialog message.
So that's how to handle CRM 2011 Outlook client tracing. Shazam! For additional information on troubleshooting the Outlook client, see our blog on troubleshooting the Outlook client for Microsoft Dynamics CRM.