luni, 14 iunie 2010

Configure Microsoft CRM 4.0 for Outlook to connect to a CRM server that is installed in another domain

Here are the steps to succesfully configure Microsoft Dynamics CRM for Outlook to acces a CRM server that is in a different domain than the computer where Outlook is installed.

Prerequisites:

- Install Microsoft Dynamics CRM for Outlook on your local machine that is outside the domain

- Rollup 11 is installed on the CRM server http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=f84f2bfb-393d-4b90-bf1b-300a82ec6083

- On the computer with Outlook Rollup 7 and Rollup 11 must be installed for MIcrosoft Dynamics CRM Outlook Client

Rollup 7 : http://www.microsoft.com/downloads/details.aspx?FamilyID=a4893988-7804-4e23-ab58-740441cc696e&displayLang=en


Install Steps:

1. Open the organization using internet explorer : http://crm-server:5555/OrgName

2. Add this ip in internet explorer to the Intranet Sites in security settings

3. Modify the security settings for the Intranet zone and set the logging to be automatically (default is prompt for user and password)

4. Close Outlook

4. Start the Crm for Outlook configuration and follow the steps

5. After the configuration is complete start Outlook and enjoy :)

References : http://sundium.wordpress.com/2009/07/12/the-request-failed-with-http-status-401-unauthorized/

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