Thank you all to OzMoss who have helped me with the CRM dynamics problem. I've posted almost everywhere I could think of but this group has been the most helpful. The problem that I had was a mixture of things, delegation and the actual BDC permission, Kerobos seems to only work when the RevertToSelf setting is used. Both SharePoint admin and application pool account was given full access to the CRM system and bingo, it worked. I'm going to document what I've done and keep it for future reference. Can anyone recommend where I can get a blog anywhere online? I've tried signing up to SharePoint university last year but never got approved. Very pleased that it's working now, thank you all again. You're a credit to MS SharePoint community, hopefully I'll be making my way to Australia later on this year for a visit and hope to meet a few of you at least (realise how big the country is!) Thanks again Uzma
Date: Tue, 27 Jan 2009 23:36:27 +1030From: [email protected]: RE: SharePoint and CRM Dynamics 4.0To: [email protected] Can you verify that your account is setup in CRM to access CRM (i.e. has the right roles in CRM). Your account that works locally is likely to be an admin in CRM too, that is why it works. Any user that accesses CRM via SharePoint and passes in credentials needs to be setup in CRM with the right roles too. Also, CRM tends to be very cryptic with error messages... so make sure you can trace/debug into your code to see where it breaks. Paul T. From: [email protected] [mailto:[email protected]] On Behalf Of Uzma NazSent: Tuesday, 27 January 2009 9:59 PMTo: [email protected]: RE: SharePoint and CRM Dynamics 4.0 Thanks for the tip Brendan. I've been following that article step by step and still cannot get it to work. There are pros and cons with Kerberos too, so thought I'd give SSO a go... which hasn't worked out well as I've got a .NET Runtime error when I active it... I'm starting to loathe SharePoint administration! But once fixed it'll be my best friend again! Thanks again. Uzma Date: Tue, 27 Jan 2009 11:48:44 +1100From: [email protected]: RE: SharePoint and CRM Dynamics 4.0To: [email protected] 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 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 NazSent: Friday, 23 January 2009 11:43 PMTo: [email protected]: 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 Server1) 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 PCMOSS 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 +1030From: [email protected]: RE: SharePoint and CRM Dynamics 4.0To: [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 NazSent: Thursday, 22 January 2009 7:51 PMTo: [email protected]: 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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