We have a Dynamics CRM 2011 install which has just been converted to use claims-based authentication, in order to support IFD.
Everything works fine except that I cannot set up a client to use BIDS and CRM Fetch.
The client I am working on has CRM working fine in Outlook.
Here is what happens:
1. I start a new report.
2. In select Data Source, I leave the default type at Microsoft Dynamics CRM Fetch.
3. In the Connection String I type:
https://crm.ourdomain.com:444
4. I click Next to connect and get the following error:
Unable to connect to data source 'DataSource1'.An authentication error occurred while connecting to server "https://crm.ourdomain.com:444/XRMServices/2011/Discovery.svc". Make
sure that the credentials are correct, and try again.
5. I have tried putting in a complete connection string including the HomeRealmUrl. I get the same error.
Notes:
I am confused abot the HomeRealmUrl as per
http://technet.microsoft.com/en-us/library/gg188615.aspx
We do not have a registry entry under HKEY_LOCAL_MACHINE\Software\Policies\Microsoft\MSCRMClient
In fact, that key does not exist. I tried creating it and adding what I think is the HomeRealmUrl, but when I did that Outlook CRM stopped working with repeated auth prompts, which may be a clue.
The HomeRealmUrl I used is
https://adfs.ourdomain.com:444/adfs/services/trust/mex
If I put this URL into the browser I get the XML for the service so it looks correct.
Notes 2:
I considered trying to use SQL instead. The user, who is an admin for Dynamics, does not have any permissions for SQL Server. I can add these but what is the best practice here, ie minimum SQL login to use reporting?
Tim
