Monday, July 20, 2009

Unable to configure CRM for Outlook because of Authentication error

Step 1: Create a managed password
1. On the client computer open the control panel.
2. Open the User Accounts icon.
3. Click the Advanced tab. (click here if you don't see an Advanced tab)
4. Click Manage Passwords.
5. Click Add.
6. Enter the server name of the CRM server
7. Enter the username as domain\username
8. Enter the password.
9. Click OK, then click Close and then click OK.
NOTE: These steps will only work for client physically connected to the LAN or over a VPN connection.

Step 2: Add CRM website to Trusted Sites
1. On the client open IE, click the Tools menu and then click Internet Options.
2. Click the Security tab.
3. Click the Local Intranet icon.
4. Click the Sites button.
5. Click the Advanced button.
6. Enter the website (add intranet and external address) for access Microsoft CRM and then click the Add button.
7. Click OK 3 times.
8. Close any open IE sessions

Step 3: Map CRM website to the server's IP address
1. Navigate to your host file: (On Win XP) :\WINDOWS\system32\drivers\etc
2. Open file 'hosts' with Notepad
3. Enter in the IP address of your CRM web server, tab, and then the name of the server.
i.e. if your server is on, and the name is CRMServer, put CRMServer

note: These steps were found in various locations from various sources

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