Cannot connect to Microsoft CRM 4.0 with the CRM Outlook Client

May 16, 2008 09:04pm pdt

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04.11.2008 at 11:55AM PDT, ID: 23316120

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8.6

Cannot connect to Microsoft CRM 4.0 with the CRM Outlook Client

Zones: Microsoft Dynamics, CRM Software

Hello,

I have CRM 4.0 and all of its prerequisites running off a virtual Windows Server 2003. I can connect and use the web client and all of its features, with no problems. Everything works fine on that end; however, after I installed the CRM client for Outlook (on a different machine), I have the following error in a popup dialog during configuration.

"The request failed with HTTP status 401: Unauthorized"

Upon clicking the OK button, another dialog box pops up with "Mandatory updates for Microsoft Dynamics CRM could not be applied successfully. Try running the application again."

I have tried both ways of connecting (through My Company and An online service provider), but the result is the same every time.

Any help would be greatly appreciated. Thank you.

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Question Stats

Zone: Microsoft

Question Asked By: RichardRiga

Solution Provided By: AtiaSolutions

Participating Experts: 3

Solution Grade: A

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04.13.2008 at 06:10PM PDT, ID: 21346937

WilyGuy:

Are you able to use the web client from the client machine where you installed the Outlook client?

04.14.2008 at 05:49AM PDT, ID: 21349506

RichardRiga:

yes, i can use the web client from the client machine where the Outlook client is installed. From other computers on our network, too, no problem. Just can't get past the Outlook configuration.

04.14.2008 at 06:00AM PDT, ID: 21349563

WilyGuy:

Did you use the IFD (Internet Facing Deployment) installation?

I have seen that the Discovery URL is case sensitive. Your computer is on the network when performing the configuration?

I would try :
http://<server>:5555 (or whatever the port is)
then http://FQDNServer:5555
then http://crm.domain.com/

04.14.2008 at 08:36AM PDT, ID: 21350936

RichardRiga:

I'm embarrassed to say i don't know what IFD is. I don't recall that as an option, so i'd guess that i'm not using it

04.14.2008 at 08:37AM PDT, ID: 21350943

RichardRiga:

oh and yes, the computer is on the network when performing configuration

04.14.2008 at 08:39AM PDT, ID: 21350954

RichardRiga:

I know the address is right, because if i change it just a bit (for testing), i don't get the unauthorized message, I get a server cannot be found error. So the address I'm using is right. I just can't in during configuration of the outlook client

04.14.2008 at 08:59AM PDT, ID: 21351115

RichardRiga:

Some more info...
I tried

http://servername:5555

and received a different alert, "Unable to connect to server" - not cool, but at least different from the previous messages. Is still followed by the updates alert.

04.14.2008 at 09:03AM PDT, ID: 21351145

RichardRiga:

ah, just found out that regardless of the port number i put. any arbitrary number delivers that message.

04.15.2008 at 10:05AM PDT, ID: 21360515

RichardRiga:

anyone?

04.15.2008 at 07:13PM PDT, ID: 21364248

pcteamadmin:

Whats happening is that your Microsoft CRM 4.0 server is not properly setup, but with three quick steps, everything will start working the way you want it to. When we move through theis process, you will need to keep something in mind... the external URL for your CRM site isn't what you think it is.

Let say you configure your CRM site to use servername.yourdomain.com. Your CRM site is called MyCrm. Intenally, that would allow you to type http://servername.yourdomain.com/MyCrm to access your installation. What happens is when you try to access thast site through the Internet, it redirects you to a new site named MyCrm.mydomain.com. Thats when you get your error message. Let fix this...

First, download the Microsoft CRM 4.0 IFDTool from the Microsoft Support website (http://support.microsoft.com/kb/948779). Follow the diretions in the KBV article to extract the tool and start it.

With the tool launched, enter the following information:

Authentication Strategy: IFD + OnPremise
IFD Internal IP and Subnet: <enter your actual internal IP address and subnet for your CRM server>
IFD Domain Scheme: <select either HTTP or HTTPS>
IFD APP Root Domain: <enter your domain, i.e. mydomain.com>

Select File, Apply Changes from the Menu Bar to save these changes.

Now, go to your Internet Information Server Manager in Admin Tools, find your CRM Website, right-click and select Properties. On thew Website tab, select Advanced next to IP Address and select New. Enter your External CRM site name, i.e. MyCRM.mydomain.com. Select OK to close all the properties windows.

Lastly, we need to create a new enternal DNS entry pointing MyCRM.mydomain.com to your external IP Address of this site.

That's it! Try to re-configure your Outllo client. It should work for you.

For more information, review the Internet Facing Depoyment Scenarios guide at http://www.microsoft.com/downloads/details.aspx?FamilyID=3861e56d-b5ed-4f7f-b2fd-5a53bc71dafc&displaylang=en.

04.17.2008 at 06:14AM PDT, ID: 21376616

RichardRiga:

I'd love to try this out, it makes sense; however when i download the tool and run it (followed the instructions in the link), I received one of thosee Send Error to microsoft dialog boxes. I tried looking for an alternative version but alas. Any thoughts?

04.17.2008 at 06:22AM PDT, ID: 21376716

RichardRiga:

scratch my last post. i don't even want to say what i did wrong, its so embarrassing. Anyway, will try out your suggestion, PC, and get back to you.
thanks

04.29.2008 at 04:12AM PDT, ID: 21461111

AtiaSolutions:

I don't know if you've resolved this issue, however I was having a similar problem. Using Wireshark, we detirmined that the CRM client was passing across:
*local machine*\*username*
instead of
*domain*\*username*

http://www.crmwatcher.com/2006/01/outlook-client-connecting-from-other.html had the solution to my problem, unfortunately I didn't install our CRM system and I clearly know a darn sight less than pcteamadmin, so I should imagine his explanation is far more likely. Good luck!

Accepted Solution

20080236-EE-VQP-29 / EE_QW_2_20070628