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MS Dynamics 4.0 Outlook Configuration - Microsoft Dynamics CRM server is not available

I installed Microsoft Dynamics CRM Outlook client.
When I am configuring this Outlook client through Configuration wizard I am getting following error
"The specified Microsoft Dynamics CRM server is not available. Make sure that the URL is correct. To test the URL, try opening it in Internet Explorer."

But I am able to access the same URL in web browser.
I've seen a LOT of forum posts on this exact problem and have tried many of the suggested solutions to no avail.
I've added the url and IP to the Intranet security zone. Tools - Internet Options - Security - Local Internet - Sites - Advanced.
I deactivated the IE "Internet Options" under Connections -> LAN settings , the Proxy and "the use automatic configuration script.
I updated my client with all CRM hotfixes and patches.

What should I do to conigure MS CRM Outlook client

This is strictly internal - no Internet facing deployment.
Intranet CRM URL: http://192.168.170.216:5555/
http://crm-server:5555

Server Details:
VSphere 4.0 running Windows server 2008 x64
MS CRM 4

Clent Machine details:
Windows 7
Office Outlook 2007
Microsoft Dynamics CRM for Outlook

THanks, Tom

stacko111

Could be a number of things, have you tried using this address: http://crm-server:5555/Orgname (from the name of the database - Orgname_MSCRM)

Also when you installed the client did you ensure that the Program Directory didn't already exist on the computer?

MicroAgebelkin

ASKER

My problem has shifted - I was INCORRECT when I said I could access the Dynamics site on CRM-server from IE. I fixed that partially by disabling the firewall on the CRM-server. I try to access CRM from IE as follows ---- http://crm-server:5555/Orgname and get "Business Management Error The user ID associtated with the current record is not valid". I've gone into the CRM-server and added my domain login everywhere I can - in IIS and in MS SQL but it hasn't helped.

Any suggestions?

Thanks, Tom

Chinmay Patel

Hi Tom,
Add your domain login to
UserGroup
ReportingGroup
PrivUserGroup
SQLAccessGroup

Regards,
Chinmay

Chinmay Patel

Also check this KB :http://support.microsoft.com/kb/946620/en-us

Chinmay Patel

Also could you remove the orgname from the URL and then access CRM Server?

MicroAgebelkin

ASKER

I tried all the above - now with http://crm-server:5555/Orgname i get "The record is unavailable The requested record was not found or you do not have sufficient permissions to view it."

When I put in http://crm-server:5555 i get No Microsoft Dynamics CRM user exists with the specified domain name and user id"

Tom

Chinmay Patel

Alright... are you the administrator of the above said CRM installation?

MicroAgebelkin

ASKER

Yes, I'm admin. When I log into my local PC as admin I can see the CRM website fine.

Chinmay Patel

You mean to say you can see CRM from one system using same credentials but not using some other credentials?

Chinmay Patel

Also try to add the site to Trusted Sites list. And tell me whether you can access CRM interface by any means or not.

MicroAgebelkin

ASKER

You mean Security -- Local Intranet -- Sites? I did this some time ago..no help.

Chinmay Patel

Ya. Add it to trusted sites. But please tell me whether you can access CRM Website by any means?

MicroAgebelkin

ASKER

If I log into my local PC as Administrator, I configure CRM fine, everything works great. CRM fully integrates with Outlook. Administrator is what I was logged into the CRM server when I installed it.
My login ID is a member of Domain Admin and Administrator - but I have the errors noted above. ...confusing!

Tom

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Chinmay Patel

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MicroAgebelkin

ASKER

Funny you should ask that....NO I DIDN'T....DUH!!! how stupid
I just did that and everything is great now.
Thanks for bearing with me

Tom

Chinmay Patel

:) Well first you said you can access CRM so we started looking in other directions. :) But glad I could help.