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Invalid user ID from client browser ? RRS feed

  • Question

  • Dear all,

    I have install my CRM 4.0 workroup  edition on my SBS 2003 seerver. Service are using Network service identity under asp.net
    when I access my crm site from my browser at my server then I can access my site without problem

    When I try to access my crm web site from my client machine browser or by starting configuring client outlook, I get error : Invalide user ID when entering the same URL.

    Where should I set my client credetial ?
    I have add my client user login to be a part of crm web site security under IIS but still same trouble

    thnaks for help
    serge
    Your experience is build from the one of others
    Saturday, July 4, 2009 6:06 PM

Answers

  • You should be able to type in the domain\userid, then tab to the next field and it retrieves the rest from AD.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 7:20 PM
    Moderator
  • You may want to grant yourself a role such as "sales manager" in order to 'hide' the parts of the application you're not initially using. - (marketing, service, etc.)

    Remote to your server as the Adminsitrator for customizations / configuration changes or to add additional priviledges to your role.

    I would echo Donna's earlier suggestion of getting some of the excellent guides on CRM configuration / administration or leveraging the online documentation. - Following any of those would have saved you a lot of trouble getting connected for the first time - but trial and error does build experience.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 7:33 PM
    Moderator

All replies

  • Hi Serge -

    In a locally hosted environment, CRM normally uses AD authentication (and not IIS authentication.) - Be sure your client PC authenticating to the same domain as your server.

    The Implementation Guide is a great resource on how to install and configure CRM. - http://www.microsoft.com/downloads/details.aspx?familyid=1CEB5E01-DE9F-48C0-8CE2-51633EBF4714
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Saturday, July 4, 2009 6:38 PM
    Moderator
  • my client PC is autheticated to the same domaine as I ma using it everyday already to lo to my domaine.
    is there anything esle to check ?

    During CRm install I follow recommandation that we have recommanded to create a new web site, this one I have done and I have read in an other post that soemone has made same installation as me, and get same trouble.
    Then he reinstall CRM by installing it on default web site and then ot works ok from all side.

    What it could be

    regard
    serge
    Your experience is build from the one of others
    Saturday, July 4, 2009 6:45 PM
  • Are you able to run CRM from the server?

    Also, make sure IIS security is set correctly. - Disable anonymous access, etc.


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Saturday, July 4, 2009 6:49 PM
    Moderator
  • yes I am able to acces CRM web site from my server without any trouble.
    It does not work only if I try to acces it from my client PC.

    My url is as follow :http://solatys:5555/SOLATYS/loader.aspx

    So if I enter the same uRL from my client PC in explorer I get the user ID error

    Your experience is build from the one of others
    Saturday, July 4, 2009 7:54 PM
  • On the Server CRM web site security, I have only WIndows Authetication checked.
    Your experience is build from the one of others
    Saturday, July 4, 2009 8:00 PM
  • I am getting mad with this,
    I have reinstall evrything to be sure Ihave done things properly bit same error frm client side.

    Cient OS is Vista business

    thnaks for helping me
    regards
    serge
    Your experience is build from the one of others
    Sunday, July 5, 2009 3:46 PM
  • add the crmwebsite as a trusted site from your clients borwser.
    make sure there is user for the user logging on in CRM.
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Monday, July 6, 2009 4:20 AM
  • Thnaks for your reply, I will try.

    By the way what do you mean by "make sure there is user for the user logging on in CRM"

    The client PC I am login in is a memeber of my server domain, so I am identified already under my Server.
    I am loggin in as <MyServerNAme>\Cal

    Where in CRM should I verify if that user is set ?

     - Inside web site Security Tab ?
     - Inside SQL server ?

    Thnaks to explain where should I set or verify that user

    regards
    serge


    Your experience is build from the one of others
    Monday, July 6, 2009 7:53 AM
  • Make sure in the settings-->Administration-->Users area of CRM that the user which is logged on to the Client PC is added as a user in CRM.
    Monday, July 6, 2009 10:57 AM
  • Are you logging into the client PC with the same domain\user that you used to install CRM on the server? - If not, could you try that? - That should let us know if it's client/network related or a User account issue.


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 11:57 AM
    Moderator

  • "Are you logging into the client PC with the same domain\user that you used to install CRM on the server?" NO

    To install my CRM server I have used the following procedure :

    1 From my client laptop on which I am loggin as SOLATYS-SRVR\cal, I start a Remote Desktop connection and click Connect
    2 When my server prompt me for credential, I enter my server administrator level  as user : Administrator

    Any help ?

    regards
    serge


    Your experience is build from the one of others
    Monday, July 6, 2009 12:24 PM
  • Within the remote desktop session, are you are logged in as the same user account (administrator) that you used to install CRM?


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 12:28 PM
    Moderator
  • I think there are some missundestanding....
    Let me explain again

    As  my server machine I have no keyboard and screen installed, In order to Install my CRM , I install it through my laptop by using the Remote desktop. And when login session ocurs I enter the Administrator user of the server in order to install the software.
    So software installation goes ok.

    Then throught this same remote session, I open explorer on my server and type in the CRM url. I can open CRM portal without any trouble through the session...

    Now the problem I have from the begining is that I am trying to install on my laptop the CRM client for outlook. And at the initiallisation of the configuration wizard, it requiers the CRM url . At this time when I paste the url as http://<myServerName>:5555/myOrganisationName/loader.aspx I get this user ID error.

    At this time I try to test it directly through my browser and same heppen...

    serge


    Your experience is build from the one of others
    Monday, July 6, 2009 2:55 PM

  • Are you able to connect to CRM through your browser on your laptop? (not in a remote desktop) - If not and if you haven't done so already,  Log in to the server as your administrative user, in the Settings area, choose "Administration", then select "Users"  - You will need to create a user for the userID you normally log into the PC with. - (and be sure to assign appropriate security roles to the user.)


    Also, when you paste in the address in Outlook - omit the "/loader.aspx"






    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 3:43 PM
    Moderator
  • Are you able to connect to CRM through your browser on your laptop?  NO

    >>>  in the Settings area, choose "Administration" then select Users

    What do you mean that Settings area ?? Is it Server Management from where I then open Users and  Computers in AD ?

    or is it Control panel ???

    My server is SBS 2003 R2

    regards
    serge
    Your experience is build from the one of others
    Monday, July 6, 2009 6:34 PM

  • Remote to your server, then on the server desktop, open CRM. http://solatys:5555/SOLATYS/loader.aspx

    Once you've opened CRM, on the left side menu there is a "Settings" area -





    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 6:43 PM
    Moderator
  • hmm ok.
    Do I have to type it all manually or is there a way to get the user from active directory ?

    Your experience is build from the one of others
    Monday, July 6, 2009 7:19 PM
  • You should be able to type in the domain\userid, then tab to the next field and it retrieves the rest from AD.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 7:20 PM
    Moderator
  • Hmm sounds promissing Scoot. Based on roles what do we usually set there ?
    I am a single consultant, so I manely do everything fro my own :-)
    Your experience is build from the one of others
    Monday, July 6, 2009 7:22 PM
  • So many thnaks Scott, I am able to acccess my CRM from my client browser now.
    it was coming from this settings...but here I have set my self full ruight everywhere but I I need to set rights for a normal user which will just write in information what are proper settingd for roles ?


    Your experience is build from the one of others
    Monday, July 6, 2009 7:26 PM
  • You may want to grant yourself a role such as "sales manager" in order to 'hide' the parts of the application you're not initially using. - (marketing, service, etc.)

    Remote to your server as the Adminsitrator for customizations / configuration changes or to add additional priviledges to your role.

    I would echo Donna's earlier suggestion of getting some of the excellent guides on CRM configuration / administration or leveraging the online documentation. - Following any of those would have saved you a lot of trouble getting connected for the first time - but trial and error does build experience.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 7:33 PM
    Moderator
  • Thnaks a lot for your help scoot
    Serge
    Your experience is build from the one of others
    Monday, July 6, 2009 7:57 PM
  • No problem. When I come up with a question about WCF, I'll be sure to contact you. :)
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, July 6, 2009 8:00 PM
    Moderator
  • with pleasure :-)

    Still one question, sorry
    When I run the client for outlook wizards it says that it could not find file : MSCRMServices/2007/CrmDsicoveryService.asmx

    Your experience is build from the one of others
    Monday, July 6, 2009 8:02 PM