Hrmm, I was under the impression that you will need Kerberos authentication to get this to work... You will need to set up Service Principal Names on the domain controller for you SharePoint service accounts and web sites (setspn<http://support.microsoft.com/kb/832769> info, don't forget to do both the netbios name and the FQDN), and then trust your SharePoint server for delegation.
Just found a great article here: http://blogs.msdn.com/crm/archive/2009/01/14/trust-for-delegation-in-list-web-part-for-microsoft-dynamics-crm-4-0.aspx - Brendan From: [email protected] [mailto:[email protected]] On Behalf Of Uzma Naz Sent: Friday, 23 January 2009 11:43 PM To: [email protected] Subject: RE: SharePoint and CRM Dynamics 4.0 Thanks for the reply, will take note of the licencing issue. I'm very happy that I've managed to get the BDC working well in SharePoint - BUT only on my MOSS machine! (doh!) I can connect sucessfully to the CRM data using my SharePoint admin account only on my MOSS server. When I log out of the server and go to the site which has CRM data, I get "Unable to connec to CRM data". This is the ONLY account which can retrieve data, I've tested my own account on the box and despite being a farm administrator, I have the same above problem. In summary MOSS Admin account has been given CRM permissions to be members of teams and read data MOSS Server 1) MOSS Admin account can log into List Web Part for CRM 4.0 and view information. 2) MOSS Admin account can log view BDC Data List Webpart and account details given. 3) I cannot log in as myself and view any data, have unable to connect to CRM data Client PC MOSS Admin Account cannot log into List Web Part - Unable to connect to CRM data. Same thing with my own account. Clearly there is a permission issue here. Have NTLM authentication only, when I enable Kerobos, I keep getting log in prompts. In my current set up CLEARLY it's working for a log in account, how can I fix it for all others but without elevating user permissions? Advice will be very greatful!! Uzma ________________________________ Date: Thu, 22 Jan 2009 21:25:13 +1030 From: [email protected] Subject: RE: SharePoint and CRM Dynamics 4.0 To: [email protected] The user account used in the pool needs to be a CRM user i.e. it needs to be setup in CRM and given permissions inside CRM. If your using CRM, each user/machine will need a 'named' CRM licence. There are VERY strict licensing requirements around accessing CRM via the API's. I have all the details if required and can put you in contact with the right MS people if needed. Paul T. From: [email protected] [mailto:[email protected]] On Behalf Of Uzma Naz Sent: Thursday, 22 January 2009 7:51 PM To: [email protected] Subject: SharePoint and CRM Dynamics 4.0 Hey guys, Wondering if anyone has had experience in using the BDC feature in SharePoint with CRM Dynamics 4.0. I've imported the application with no problems, there were a few permission issues which are fiixed but have one more hurdle to jump - According to this blog, there is an answer: https://www.blogger.com/comment.g?blogID=13326666&postID=3055115975797504188&page=1 I've left a comment on the bloggers site to ask the same question, not sure if he'll reply or not, so the question is that the blogger states that you must "Make sure that application pool account in IIS for the MOSS site has access to CRM data", how is this done? As a reader in CRM? Anything to do with permissions in Central Administration? Your help will be appreciated. Uzma ________________________________ Choose the perfect PC or mobile phone for you. 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