Wednesday, 26 February 2014

Error Connecting to Online instance from outlook client

Recently I could not connect to CRM 2013 online instance using CRM 2013 outlook client. I got following error:

11:03:38|  Error| Error connecting to URL: https://disco.crm.dynamics.com/XRMServices/2011/Discovery.svc Exception: Microsoft.Crm.CrmException: Logon failed due to missing credentials
   at Microsoft.Crm.Outlook.ClientAuth.PassportAuthProvider`1.SignIn()
   at Microsoft.Crm.Outlook.ClientAuth.ClientAuthProvidersFactory`1.SignIn(Uri endPoint, Credential credentials, AuthUIMode uiMode, IClientOrganizationContext context, Form parentWindow, Boolean retryOnError)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.DeploymentInfo.LoadOrganizations(AuthUIMode uiMode, Form parentWindow, Credential credentials)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.InternalLoadOrganizations(OrganizationDetailCollection orgs, AuthUIMode uiMode, Form parentWindow)

The problem is the single sign on assistant. For some reason the single sign on assistant does not install correctly and hence when we try to connect to online instance it fails.

Solution, Follow the steps given below:

1) Download the single sign on assistant from the link given below:

http://www.microsoft.com/en-au/download/details.aspx?id=28177

2) Run the download. This will prompt you for repair / remove option. Select remove.

3) After removing, run the installer again and install the single sign on assistant.

4) Reboot the machine.

This will now allow you to sign in properly and connect to CRM 2013 online instance.

Monday, 17 February 2014

Marketing Pilot with CRM 2013

Marketing Pilot will soon be released with Dynamics CRM 2013. After a lot of research found following video which displays the Marketing Pilot functionality in detail.

http://www.youtube.com/watch?v=DpDjTcZyGGc&feature=player_embedded

I found this video very useful to understand what to expect in the new release. Please note the actual release may contain different functionality. The video should be good indication of what to expect but by no means contain the complete functionality.

Hope this helps.

Monday, 3 February 2014