Dynamics CRM Online, Windows 8 and the Outlook Add-In

I’ve been using the Windows 8 Release Preview for about a week now.  Overall, things have been going very smoothly.  The biggest problem I’ve had is getting the Dynamics CRM Outlook Add-In working.  After installing and patching, the add-in would timeout when trying to connect to the server.  However, I had a breakthrough this weekend that lead to much rejoicing!

Here is that path I took to get it all working:

1. Install the MS CRM add-in for Outlook.

2. Search long and hard for the location of the latest add-in update.

3. Try to connect.  Receive the following error:

“Cannot connect to Microsoft Dynamics CRM Server because we cannot verify your credentials.  Check your connection or contact your administrator for more help

I knew that my credentials were correct because I could log in to CRM through the web.  So, I began my natural troubleshooting steps:

    1. Find an amazing YouTube clip,
    2. Groove to the mother of all funk chords.
    3. Browse the entire web
    4. Hope/pray that the CRM client is logging somewhere.

As it turns out, the client has relatively good logging (at least for my evil purposes). The MSCRM logs are located in the appdata folder of your profile.  Most likely C:Usersyour user name hereAppDataLocalMicrosoftMSCRMLogsCrm50ClientConfig.log.
I found the following error repeated roughly one billion times in the log…  Did I really click Test Connection that many times???  Probably.

Error| Error connecting to URL: https://disco.crm.dynamics.com/XRMServices/2011/Discovery.svc Exception: System.IO.FileNotFoundException: Could not load file or assembly ‘Microsoft.IdentityModel’

The key point of this message is that the add-in can’t find a DLL.  After some searching, it looks like the DLL belongs to Windows Identity Foundation.

Naturally, the next step was to try installing Windows Identity Foundation, which failed miserably with the following error:

The certificate for the signer of the message is invalid or not found

Thanks to this Ronald Eekelder, I discovered that Windows Identity Foundation is now a feature you can turn on/off in Winodws 8 (PS – thanks to Ronald for answering his own question on the forum!!!!)

4. Turn on the Windows Identity Foundation feature.

5. Reinstall the latest MS CRM Patch.

6. Connect to CRM.

7. Get back to sending out emails about all the cool things 3Sharp can do for you….  Speaking of that, shoot me an email if you are looking for SharePoint, Office Client or .Net development expertise 😉

2 thoughts on “Dynamics CRM Online, Windows 8 and the Outlook Add-In

  1. Hmm.. interesting, I wonder if it is something with our template. Would you mind letting me know which browser/OS you are using? I’m not sure this post is as relevant as it used to be, but I do want to make sure that our template is working for you 🙂

Leave a Reply

Your email address will not be published. Required fields are marked *