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Microsoft CRM Online - Outlook Client and BIDS Report Cannot Connect

Posted on 2013-02-05
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Last Modified: 2013-11-24
I am having an issue with my main PC that impacts my ability to use the CRM Client for Outlook as well as create Fetch-based reports using Visual Studio 2008 with the report authoring extensions.

CRM for Outlook stopped working and at the same time I had an issue connecting to CRM from the reporting tool.  I uninstalled the Outlook client, the reporting extensions, and the Microsoft Online Services Sign-in Assistant.  I then reinstalled the Outlook client and the extensions and still have the issue.

When I create a dataset that uses a CRM data source, I get the following error:

Could not load type 'Microsoft.Xrm.Sdk.Client.OnlinePolicyConfiguration' from assembly 'Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35'.
----------------------------
An authentication error occurred while connecting to server "https://hero.crm.dynamics.com/XRMServices/2011/Discovery.svc". Make sure that the connection string and credentials are correct, and try again.

Creating the same data source and dataset on another machine with the same instance of CRM online works just fine.

If I try to configure the CRM client for Outlook, I get a very similar error:
CRM Configuration Error
I've looked at the Microsoft.Xrm.Sdk.dll assembly in the folder for the report authoring tool and the version is identical between both machines and am at a loss for what the difference is here...

Thanks,
Len
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Question by:herocrm
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Expert Comment

by:Feridun Kadir
ID: 38858324
Have you tried this troubleshooting wizard from Microsoft http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/outlook-troubleshooting.aspx?
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Author Comment

by:herocrm
ID: 38859017
Thanks feridun, but the troubleshooting wizard did not provide a solution.
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Expert Comment

by:Feridun Kadir
ID: 38859214
Is windows identity foundation installed?  
Are you on Windows 8? If so, check this
http://support.microsoft.com/kb/2727137

Otherwise I think I'm out of ideas.
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Author Comment

by:herocrm
ID: 38859340
No, Windows 7
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Expert Comment

by:Feridun Kadir
ID: 38860311
Sorry, the Windows Identity Foundation was a red herring.

I'm out of ideas.
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Accepted Solution

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herocrm earned 0 total points
ID: 38888549
After spending a few hours with Microsoft support, uninstalling the client and other components multiple times, and removing every piece of SQL, on a whim I uninstalled AutoMate 9 and immediately both the Outlook client and BIDS worked flawlessly.  I also had this software on my notebook, and uninstalling it there fixed it as well.
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Author Closing Comment

by:herocrm
ID: 38904677
Uninstalling AutoMate 9 definitely solved this.
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