Microsoft Dynamics CRM 2011 - Can't configure Outlook and can't view cahrts

I have a brand new install of Microsoft Dynamics CRM 2011. I have never used this before, but as we get it as part of our Partner agreement, we thought we'd install it and give it a go.

Now, I've got it installed on the server, and the only user created, was the admin user who was logged in at the time of the install.

So, I added myself as a user, gave myself the system admin role. However, when I try and configure CRM for Outlook, I get an error (see attached).

So I then duplicated the system admin role, called it "Directors" and gave the Directors FULL permission (i.e. I clicked on every tab in the security role and put everything onto Organization). Gave myself the Directors security role and removed System Admin role. Tried CRM for Outlook again, and am getting the same problem.

Also, when I try to view the CRM web page from my PC, I get prompted 9 times for my username and password (even though I tick the option to remember my credentials) and when the page eventually loads, the boxes where the charts sshould be have a message which reads "You do not have sufficient privileges to view this chart. Contact your system administrator" and under My Activites, I get a message which is the same text as the attached image.
crm-outlook-error.jpg
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Chris MillardAsked:
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Feridun KadirPrincipal ConsultantCommented:
That's the problem.change them to full /read-write or something like that  - I don't recall the exact wording.

Administrative permits access to the system to carry out admin tasks without requiring a user license.
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Feridun KadirPrincipal ConsultantCommented:
Would you please check the user record for your account in CRM and review the access mode and license type allocated to you.?

With regard to the repeated logins, did you add the url for the CRM web site to the Trusted Sites or Local Intranet zone of Internet Explorer ?
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Chris MillardAuthor Commented:
I've added tue URL for the CRM to the Intranet zone, but how do I check the access mode and license type?
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Feridun KadirPrincipal ConsultantCommented:
In the CRM application, navigate to settings, administration, users and then double-click your user record. The access mode and license type are on the user record form towards the botton.
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Chris MillardAuthor Commented:
Access Mode and License Type are both set to Administrative
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Chris MillardAuthor Commented:
Thanks - changing the Access Mode and License type have helped, but I'm still getting prompted 9 times for my credentials when I try to open the CRM web page.

I've tried having the URL in Intranet and Trusted Sites.
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Feridun KadirPrincipal ConsultantCommented:
How do you have user authentication configured in Internet Explorer's security sittings. Have a look at the zone and then custom level. If you add the CRM URL to Trusted Sites you will need to use automatic login with current user name and password.

See the attached images.
security.PNG
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Chris MillardAuthor Commented:
These are the same settings that I already have in place
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Feridun KadirPrincipal ConsultantCommented:
Can't think of much else to suggest.  What happens if you (or another user) tries this on another PC?  The point of this is to determine whether there is a problem with the CRM web site or the browser settings.
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Chris MillardAuthor Commented:
Although I can now log in to CRM OK, I still get prompted a total of 9 times for my credentials when opening the web page despite having tried putting the site into the Intranet or Trusted Sites zones.
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