Good stuff. Head over to www.wordpress.com and sign up, it'll only take you a few minutes and you'll be on your way. Once you've blogged it, post the link and I'll write an entry and link you in.
M On Wed, Jan 28, 2009 at 10:07 PM, Uzma Naz <[email protected]> wrote: > 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 +1030 > From: [email protected] > Subject: RE: SharePoint and CRM Dynamics 4.0 > To: [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 > Naz > *Sent:* Tuesday, 27 January 2009 9:59 PM > *To:* [email protected] > *Subject:* 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 +1100 > From: [email protected] > Subject: RE: SharePoint and CRM Dynamics 4.0 > To: [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 <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. Click > here<http://clk.atdmt.com/UKM/go/130777504/direct/01/> > ------------------------------ > > Support procedure: https://www.codify.com/lists/support > List address: [email protected] > > Subscribe: [email protected] > > Unsubscribe: [email protected] > > List FAQ: http://www.codify.com/lists/ozmoss > > Other lists you might want to join: http://www.codify.com/lists > ------------------------------ > > Support procedure: https://www.codify.com/lists/support > List address: [email protected] > > Subscribe: [email protected] > > Unsubscribe: [email protected] > > List FAQ: http://www.codify.com/lists/ozmoss > > Other lists you might want to join: http://www.codify.com/lists > > > ------------------------------ > > Windows Live Hotmail just got better. 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