RE: Activity Syncing with Outlook removes dates from CRM Tasks

OK, not ready to call this the answer but it appears to be the best I've got yet.  Once again, taking out the AMEX and making Bill a little wealthier, the support person had what appears to be some valid input.

Recently, we've gotten some control over the issue by removing all add-ons from Outlook (except CRM of course) and following a few rules:

1. Never allow activities to expire and be overdue -always move them forward before the due date.

2. If you fail to observe Rule Number 1, only move tasks forward in CRM and sync back, crossing your fingers that dates do not get lost.

3. Never make tasks in the Outlook form -only the CRM form.

Well, that started having exceptions and getting painful enough that I had my "code guy" call with my AMEX.  We determined that anytime a task was made in Outlook and "Track" in CRM was clicked, after syncing with CRM the due date would be stripped.  The support person said it had to do with multiple versions of MS Office being on the machine -or remnants of old versions not completely removed.  This made sense to me as we believed the problem was in the Outlook sync process and not in the CRM database or program.

Here are the basic instructions to follow.  I've just implemented them and now when I create an activity in Outlook and click "track" or "Set Regarding", the task is there with a due date.  We'll see what tomorrow brings but for now, I'm a little happier and hopeful.

I am providing you the troubleshooting steps for verifying and removing multiple instances of Office in One machine.

Issue 1: The presence of the HKEY_CLASSES_ROOT\TypeLib\{2DF8D04C-5BFA-101B-BDE5-00AA0044DE52} registry key.

Follow these steps:

1. Exit Outlook.
2. Click Start, click Run, type regedit, and then click OK.
3. Locate the following registry subkey:

HKEY_CLASSES_ROOT\TypeLib\{2DF8D04C-5BFA-101B-BDE5-00AA0044DE52} ; Delete the version keys (e.g. 2.4, 2.5, 2.6  and 2.7)

1. Right-click on the registry key, and then select Export. Save the export to your desktop to create a backup.
2. Right-click on the key again, and then select delete keys (e.g. 2.4, 2.5, 2.6  and 2.7).
3. Start Outlook.

Issue 1:  Previous version of Office had left behind reference to an older OLB file.

Follow these steps:

1. Exit Outlook.
2. Click Start,      click Run, type regedit, and then click OK.
3. Locate the following      registry subkey:
4. HKEY_CLASSES_ROOT\TypeLib\{00062FFF-0000-0000-C000-000000000046}
5. Delete the version keys (e.g. 9.4  and 9.3) for any version of      Outlook that is not installed on your system based on the version      table provided below. For example, if you are not using Outlook 2013 then      remove the "9.5" entry. If you are not using Outlook 2010 then      remove the "9.4" entry. If you are not using Outlook 2007 then      remove the "9.3" entry.

If any of you are as frustrated by this as I have been, then you'll be glad to have something, anything to try.

Let's hope this resolves this for us all -I'll consider the fee I maid to MS my contribution to the pool of knowledge I benefit from daily online.  : )