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CRM for Outlook Installation problems RRS feed

  • Question

  • Hi,

    I am trying to configure MS Dynamics for Outlook client on the following virtual machine setup:

    Windows XP Pro SP3
    Outlook 2007

    I can install the client fine but when it comes to configuring it get the dreaded "The specified MS Dynamics Server is not available."  As suggested i check the url in IE and while it prompts me for a login i am able to see the instance of CRM.

    One thing i did notice is that the VM is not on the domain.  Does it need to be on the domain? If so will i need to add each user machine to the domain so they can use the CRM for Outlook client?

    Any help much appreciated.

    Thursday, September 16, 2010 10:22 AM

Answers

  • The "External Web address" configuration should use the base URL for CRM.  IFD does alter the URL to prefix the org-name to the FQDN, as your example suggests (http://companyname.crmuat.mycompany.com), however the Outlook client does not use that URL.  Instead it will use http://crmuat.mycompany.com.  What the Outlook client will do is probe that URL for the Discovery Service for the appropriate landing page, and will internally redirect to the modified-FQDN landing page automatically.  In my organization, we use SSL-encryption on the site (using a wildcard certificate, to support multiple FQDN landing pages) in conjunction with IFD.  Our "Internal Web address" and "External Web address" settings are identical (though, technically I suppose we don't need to set the "External Web address" setting).  This is due to the fact that our internal DNS servers provide an internal IP for the same FQDN exposed to the Internet.

    For more information, see: http://crmdynamo.com/2008/04/new-in-crm-40-using-the-crm-outlook-client-without-a-vpn-connection/


    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    • Marked as answer by geordie_123 Thursday, September 23, 2010 12:03 PM
    Thursday, September 23, 2010 2:45 AM
    Moderator

All replies

  • The URL might be different while you try to connect to outlook..

    to check if URL is correct or not...put following URL in IE and if it comes back with XML then it is correct..if not then you need to correct URL..

    replace YOUR OUTLOOK URL with url you are putting while installing outlook IE.

    <<YOUR OUTLOOK URL>>/MSCrmServices/2007/CrmService.asmx


    MayankP My Blog My twitter
    Thursday, September 16, 2010 10:45 AM
  • Hi,

    I tried the url and when i logged in it did return XML.

    So the url is correct but does it not like http://12.34.56.78 (test address) during outlook client installation?

    Thursday, September 16, 2010 10:51 AM
  • is your CRM system hosted or onpremise?  if onpremise IFD is enable or not?

     


    MayankP My Blog My twitter
    Thursday, September 16, 2010 10:54 AM
  • Hi,

    OnPremise

    How can i tell if IFD is enabled or not?

    Thursday, September 16, 2010 11:18 AM
  • Hi,

    I need to determine if IFD is enabled or not with my CRM installation.  How can i do this?

    I may also need to subsequently enable IFD on an already installed CRM server.  Can you tell me how to do this?

    Monday, September 20, 2010 7:31 PM
  • Here's some information on how to configure IFD after the fact .

    You should know that if your CRM environment utilizes a split-server topology (i.e. you have Platform and Application Server roles separated), your Outlook client will need the URL for the Platform server.  This is because Outlook must talk to the Discovery Service, which is installed (by default) only on servers with the Platform role.  You will get the error above if you are instead trying to access a server with only the Application role.


    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Monday, September 20, 2010 8:03 PM
    Moderator
  • Hi David,

    Thank you for your reply I will check the article out and suggest what is says.

    I am sure when CRM server was installed it was the 'Typical' installation which, as I understand, means both server role are installed by default.

    This is all on a single sever deployment not split-server as you suggest.

    Tuesday, September 21, 2010 10:44 AM
  • Understood.  If IFD is not currently configured, and you can access CRM, you should be able to configure the Outlook client with the "Intranet address" URL used for accessing CRM through a browser.  You may need to check firewall configuration settings, if applicable.  Make sure you to configure the Outlook client's "External Web address" settings, if the server's FQDN differs between the LAN and WAN access vectors.

    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Tuesday, September 21, 2010 11:38 PM
    Moderator
  • Hi David,

    As ever thanks for your input.  I think you answered some of my original posts about a month or two ago now.  I had never done any Dynamics CRM until a few months ago so still finding some of the configuration of finer points a bit of a learning curve.  Your patience is very much appreciated.

    The peope who i need to install and configure the Outlook client for do not connect to the domain because my client well does not have a domain.

    I found this blob on the MS CRM blog - http://blogs.msdn.com/b/crm/archive/2008/04/11/using-the-crm-outlook-client-without-a-vpn-connection.aspx which suggests that the server needs to be setup for IFD (see last line in para 3) in order to configure outlook client that is 'outside' of the domain.

    In order to test this I have created a VM that has windows XP and Outlook 2007 it does not belong to any domain.  I also have an instance of CRM on a UAT server.  I can enter the CRM address in IE on the XP VM and it prompts me for a username and password with what looks like the windows login screen, i enter my details and CRM is displayed.  The address i enter is http://crmuat.mycompany.com  Now when i try and use this in the Outlook client configuration for the Intranet address it barfs.  It also uses this for the external web address.

    I if do manage to successfully setup my UAT server for IFD the external web address will be something like http://companyname.crmuat.aspoe.com does that make sense?

    Wednesday, September 22, 2010 8:47 AM
  • The "External Web address" configuration should use the base URL for CRM.  IFD does alter the URL to prefix the org-name to the FQDN, as your example suggests (http://companyname.crmuat.mycompany.com), however the Outlook client does not use that URL.  Instead it will use http://crmuat.mycompany.com.  What the Outlook client will do is probe that URL for the Discovery Service for the appropriate landing page, and will internally redirect to the modified-FQDN landing page automatically.  In my organization, we use SSL-encryption on the site (using a wildcard certificate, to support multiple FQDN landing pages) in conjunction with IFD.  Our "Internal Web address" and "External Web address" settings are identical (though, technically I suppose we don't need to set the "External Web address" setting).  This is due to the fact that our internal DNS servers provide an internal IP for the same FQDN exposed to the Internet.

    For more information, see: http://crmdynamo.com/2008/04/new-in-crm-40-using-the-crm-outlook-client-without-a-vpn-connection/


    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    • Marked as answer by geordie_123 Thursday, September 23, 2010 12:03 PM
    Thursday, September 23, 2010 2:45 AM
    Moderator
  • Hi Dave,

    Thanks for you answer.  I managed to get this working using the IFD tool and an update to DNS.  Our client does not have a domain so all users will be accessing CRM 'externally' if you like.

    I can now configure CRM for Outlook using the 'Online Service Provider' option and it works fine!

    Once again thanks to you all for you excellent.  As i still consider myslef a 'CRM newbie'  all you help and suggestions are vey much appreciated.

    Thursday, September 23, 2010 12:03 PM