Tuesday, February 21, 2012

Outlook client configuration issue in MS CRM 4.0 Unauthorized Error

I really feel happy to share this and save some time for someone else as I had some really bad experience while configuring MSCRM 4.0 Outlook client. My CRM Server is on a different domain and while configuring the outlook on my machine, it asks for the crm server url and after providing it, I simply came across the below errors:

"The configuration wizard cannot connect to the Microsoft CRM server. This might indicate that the server is down".
or
"The request failed with http status 401: UnAuthorized" 

The error directly says this is an authentication issue and even I know that this issue is related to domain as it requires crm user credentials to connect to crm server but it is not insisting for credentials. So, how to supply the credentials? 

After a few hours of debugging, I could able to supply the credentials with the below settings:
1. Make sure to login as administrator on the client machine where we install outlook client
2. Add the crm sever url in trusted sites zone in internet explorer from tools menu - Internet Options - Security - Trusted sites zone
3. open user accounts from control panel on the client machine where you install the outlook client
4. Click on the Advanced tab
5. Click Manage Passwords button
6. Click on Manage your credentials if it is Windows 7
6. Under Windows Credentials section, add the login credentials  required to login to CRM. 
7. Provide the fullname for crm server as servername.domain.com in Internet or network address field




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