[In addition to blogging, I am also now using Twitter for quick updates and to share links. Follow me at: twitter.com/pabloperalta]I set up an organization in MS Dynamics CRM Online and added the url to my trusted sites. I tried to access it through Windows 7, Internet Explorer 8 and at the beginning everything went well but after I signed off and tried to sign in again, my IE got into a loop, keeping displaying the following security warning even after pressing 'Yes' each time this pops up:
The solution:Solution is simple. Just manually add http://signin.crm.dynamics.com/ to trusted sites in Internet Explorer. After adding it manually, it appears just one more time and when pressing 'Yes' it works like a charm.
One of the requirements for Dynamics CRM is installing SQL Server Reporting Services. If you are going to use Reporting Services 2005 on top of Windows Server 2008, when running SQL Server Setup you could face with an annoying problem: Reporting Services option is disabled, greyed out and hence cannot be installed.
After some research, I came up with this kb article which describes exactly the services that must be all installed on Windows 2008 before running SQL Server setup. They correspond to Web Server Role.
It is important to note that ALL the services that says the KB article must be installed. For instance, I left Http Redirection service out and then Reporting Services option was greyed out. Only after I installed all services, Reporting Services 2005 were able to be selected for installing.
Here I am pasting a transcription from the KB article that explains the process and the services to install prior to running SQL Server Reporting Services 2005 installation:
- Log on to Windows Server 2008.
- Configure a server role and enable ASP.NET and IIS. To do this, follow these steps:
- Click Start, and then click Server Manager.
- In Server Manager, right-click Manage Roles, and then click Add roles. The Add Roles Wizard starts.
- In the Add Roles Wizard, click Select Server Roles.
- On the Select Server Roles page, click to select the Web Server (IIS) check box, and then click Next.
Note Because of role dependency, the File Server check box is automatically selected when you click to select the Web Server (IIS) check box.
- On the Role Services page, expand Common HTTP Features, and then click to select the following check boxes:
- Static Content
- Default Document
- Directory Browsing
- HTTP Errors
- HTTP Redirection
- Expand Application Development, and then click to select the ASP.NET check box.
Note If you are prompted to add required role services, click OK.
- Expand Security, and then click to select the Windows Authentication check box.
- Expand Management Tools, expand IIS 6 Management Capability, and then click to select the following check boxes:
- IIS Metabase Compatibility
- IIS 6 WMI Compatibility
- IIS 6 Scripting Tools
- IIS 6 Management Console
- Click Next, and then click Install.
- Verify that the World Wide Web Publishing service is started. If the World Wide Web Publishing service is not started, configure the service to start automatically. To do this, follow these steps:
- In Control Panel, click System and Maintenance.
- Click Administrative Tools.
- Double-click Services.
- In the User Account Control dialog box, click Continue.
- Right-click World Wide Web Publishing Service, and then click Properties.
- In the World Wide Web Publishing Service Properties dialog box, select Automatic in the Startup type list.
- Click Apply, click Start, and then click OK
Bear in mind also that you must start the World Wide Web Publishing service if you want to install the default configuration of Reporting Services. Otherwise, the SQL Server Setup program only installs Reporting Services and does not configure Reporting Services.
Hope it helps and saves some time to somebody else,
I had made some changes to my e-mail accounts, in particular I had to create another Outlook profile. After doing so, Dynamics CRM Outlook Client stopped working.
I honestly do not why. I think it may be something related to Offline version as only one profile can be set up per machine.
Anyway, I tried to re-configure it and while doing so, I constantly received the following error:Action Microsoft.Crm.Config.Client.InstallPstAction failed.
Retrying didn't work at all.
Based on some people who had similar problem here, I went into Outlook to 'Tools --> Options -->’Mail Setup’ Tab -->'Email Accounts’ Button -->'Data
Files’ to see if there were any CRM line so as to remove it, but couldn't find any. Neither on 'Tools --> Options --> ’Mail Setup’ Tab --> ’Email Accounts’ Button -->
So, what worked for me was:
1. Uninstall the Dynamics CRM client for Outlook.
2. Install it again.
3. Apply Rollup 7.
4. Apply Rollup 11.
5. Configure it through Configuration Wizard.
Believe it or not, I couldn't find another alternative. As I am using Outlook 2010, the installation pre-requisites fail but closing the window and pressing 'yes' to cancelation window will continue the installation. Look at this post if any problem.
Hope it helps,