Issues with Document Actions menu in CRM 2011

Some of our users has had a problem with  the CRM 2011 to SharePoint document interface. For some reason, whenever they attempted to click on the actions menu for the documents associated with the CRM record when working remotely, the menu would not appear when using the web client (Internet Explorer).


The only symptom was that the little yellow error triangle was appearing at the bottom left of the CRM form.

Further research showed that when attempting to access documents for a record accessed via the CRM add-in for Outlook, a script error message appeared. The actual error was that ‘access is denied’ code:0 to; shown here as a message from Outlook CRM Add-in.


This is caused by the security settings in Internet Explorer, specifically related to trusted sites. To fix the problem, you need to define your Sharepoint server as a trusted site and under: Settings->Internet Options->Security->Trusted Sites –> Custom Level->Miscellaneous->Enable “Allow script-initiated windows without size or position constraints.”


This can also be enabled by setting the security level for trusted sites to medium-low after making sure that your SharePoint site is one of the trusted sites:


I hope that helps out.

Steve Noe, MCT

About stephenvnoe

CRM & XRM solution architect and project lead. I provide CRM design, services, mentoring & support to all manner of front office solutions and CRM projects.
This entry was posted in CRM 2011, Workarounds & fixes and tagged , . Bookmark the permalink.

1 Response to Issues with Document Actions menu in CRM 2011

  1. CRM Support says:

    Thanks for posting– this was a big time saver!


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