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CRM 2011 - Outlook connector change authenticated user RRS feed

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    Hi all,

    Can you confirm the following please, if a user logs on to a workgroup PC (not the AD account which we have installed solely for CRM 2011) is it possible to configure Outlook connector to the account in AD on the CRM server? If so, how can this be done?

    Any clarification would be appreciated...

    Wednesday, March 7, 2012 1:06 PM

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    Hi,

    You can configure Outlook client for the users who are listed in CRM.

    You can find more information on authentication types in the below link,

    http://blogs.msdn.com/b/crm/archive/2009/06/10/crm-authentication.aspx

    When ever you create a user in CRM all the user data will be fetched from Active Directory server not local machine.

    So you need to create user in Active Directory then create a user in CRM, later you can configure outlook client for that user.

     

    Regards,

    Khaja Mohiddin
    http://www.dynamicsexchange.com
    http://about.me/KhajaMohiddin


    Wednesday, March 7, 2012 1:29 PM
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    Hi Khaja,

    Firstly, thanks for the response. Your help so far, notably in my other thread has been very helpful.

    Are you sure this can be done in this scenario though, the user is on a workgroup account - the e-mail account in Outlook is not passed through Windows logon/AD - it is completely separate, Windows/Outlook and CRM. Whereas we wish to have the user connect through the Outlook conntector with credentials from the dedicated AD from the CRM deployment.

    I was able to test through the browser in this instance (workgroup logon (on same subnet), navigate to CRM URL in IE and a browser authentication window popped up and allowed me to authenticate), see below.

    I am concerned that I may not be able to do this scenario through the Outlook 2010 connector.

    Thanks

    Wednesday, March 7, 2012 3:43 PM
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    Hi,

    I am not sure what you are looking for.

    Even if it is a domain machine or local machine, when you try to configure outlook client it will ask for credentials as the above screenshot.

    Once you provide the credentials from the next time it will not prompt like IE. It will store the credentials in credential manager.

    You can also avoid getting prompt of credentials in IE browser also. please find the below link,

    http://social.msdn.microsoft.com/Forums/en-US/crmdeployment/thread/10692e60-f41f-4072-86c0-e72c88d9deed

    Regards,

    Khaja Mohiddin
    http://www.dynamicsexchange.com
    http://about.me/KhajaMohiddin

    Wednesday, March 7, 2012 5:07 PM
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    Hi Khaja,

    I am trying to see if we can configure the Outlook connector on a workgroup machine, this therefore means that the Outlook mail account is isolated from AD - but we wish to authenticate Outlook connector to the isolated CRM AD. So Outlook will have a mail account and an independent CRM connection - is this possible?

    Thanks

    Wednesday, March 7, 2012 5:49 PM
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    Hi,

    I think this can be possible if you have Exchange server and CRM Server hosted in your environment on same domain server.

    Then for both Exchange and CRM users accounts will isolated from AD.

    But you need to configure CRM for outlook client and mail seperately.

    Regards,

    Khaja Mohiddin
    http://www.dynamicsexchange.com
    http://about.me/KhajaMohiddin

    Thursday, March 8, 2012 2:14 AM
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    Hi,

    No this isn't the case. Exchange is not the messaging system in place - Outlook is there strictly as the mail client and not connected to the Active Directory (domain), the only Active Directory instance is a newly created one solely used for CRM 2011 authentication. Therefore can we use Outlook as a mail client, yet have it linked to the CRM 2011 connector to a separate domain (AD) account.

    Thanks

    Thursday, March 8, 2012 9:06 AM
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    As I understand the issue, you are attempting to configure the Outlook client to a CRM user account while you are logged into a machine as a completely different user.  Not sure why this would be done.

    The workstation needs to be logged into the domain to configure the Outlook client.  Otherwise IFD would need to be configured and the URL used when configuring the Outlook client would be the IFD URL.  Reason being is that when logged into the domain, your credentials are automatically passed.  If using IFD you don't need to be logged into the domain on that machine, and IFD uses Claims to authenticate the user into CRM.

    Botom line is that the user configuring the Outlook client needs to be in CRM.

    Jason Peterson

    Thursday, March 8, 2012 3:52 PM
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    Hi,

    True.

    Outlook as a mail client and it linked to the CRM2011 connector with the AD Authentication.

    Regards,

    Khaja Mohiddin
    http://www.dynamicsexchange.com
    http://about.me/KhajaMohiddin

    Thursday, March 8, 2012 3:53 PM
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    As I understand the issue, you are attempting to configure the Outlook client to a CRM user account while you are logged into a machine as a completely different user.  Not sure why this would be done.

    Hi,

    Thanks for the response. It is configured like this because there is no domain in place, each user is on an individual workstation. Outlook is currently used as an independent mail client connected to a SMTP mail system. We want to add the CRM 2011 connector (in which we have created an isolated Active Directory instance solely for CRM 2011 on-premise authentication) so they can access CRM 2011 via the Outlook they are currently using which is not tied to a Windows logon/Exchange server/AD domain.

    Thanks

    Thursday, March 8, 2012 5:23 PM
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    Hi,

    I have a similar question. My set up is all in one domain, but I would like to have user log onto machine with one domain account, and then set up Outlook client with different domain account (which exists in CRM).

    However, "Change..." button under "Authenticate as:" option is grayed out. I was hoping to get the pop up to enter credentials for this other user if I click "Test Connection...", however i get the message "There is a problem communication with the Microsoft Dynamics CRM server."

    Would it be possible to change the user for Outlook?

    Thanks in advance,

    Davor

    Tuesday, April 16, 2013 1:36 PM
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    Hi,

    I have a similar question. My set up is all in one domain, but I would like to have user log onto machine with one domain account, and then set up Outlook client with different domain account (which exists in CRM).

    However, "Change..." button under "Authenticate as:" option is grayed out. I was hoping to get the pop up to enter credentials for this other user if I click "Test Connection...", however i get the message "There is a problem communication with the Microsoft Dynamics CRM server."

    Would it be possible to change the user for Outlook?

    Thanks in advance,

    Davor

    hi, i just have the same scenario.

    do u have any luck on this, Davor?

    Thanks,

    yes.sudhanshu

    yes.sudhanshu

    http://bproud2banindian.blogspot.com
    http://ms-crm-2011-beta.blogspot.com

    Friday, June 7, 2013 9:10 AM