CRM for Outlook fails to configure with Dynamics CRM Online
This article talks about the outlook client configuration for CRM online organizations. Microsoft has changed the platform for all CRM Online organizations to work with integrated environment. This is called Office 365. Since the change we have seen a lot of users failing to configure outlook for CRM. Further I will talk about the changes that you will need to do to over comes this issue.
Once you start configuring outlook you get a generic exception “Microsoft Dynamics CRM has encountered an error. Please contact Microsoft Support” or “Microsoft Dynamics CRM cannot authenticate the user. Contact Microsoft Support”.
Further if we collect the CRM outlook traces, we see below exception report
Error that is seen in the Crm50ClientConfig.log when configuring https://crmorgname.crm5.dynamics.com.
Note: This happens when we provide CRM online URL.
Error| Error connecting to URL: https://dev.crm.dynamics.com/XRMServices/2011/Discovery.svc
Exception: Microsoft.Crm.CrmException: Logon failed because credentials are invalid ---> Microsoft.Crm.Passport.IdCrl.IdCrlException: LogonIdentityExWithUI()
at Microsoft.Crm.Passport.IdCrl.FederationLogOnManager.LogonPassport(String policy, String partner, LOGON_FLAG logonFlag)
at Microsoft.Crm.Passport.IdCrl.FederationLogOnManager.Logon(String userName, String password, String partner, String policy, String& memberName)
Let's talk about a bit why this fails?
The reason for authentication failure is https://dev.crm.dynamics.com/XRMServices/2011/Discovery.svc expects live id credentials and user gets redirected WLID authentication site instead of the new O365 online sign in URL https://login.microsoftonline.com. To overcome this error a user needs to Configure outlook client by using any of the below options. Since the new orgs have been provisioned on the new OSDP platform we will need to change the outlook client configuration slightly. In the configuration wizard enter the URL in this format https://disco.crm5.dynamics.comor use CRM online.
Step 1: Provide URL
Step 2: Provide user credentials
Step 3: Select your organization
Step 4: You're done
This will finish the configuration and we are all set to use the outlook clients for CRM Online!