Outlook CRM Integration

Outlook Integration CRM Client Connection Issue in Windows 8

In general if we want to integrate CRM with outlook we need to download the CRM Client file. The CRM client file is shown when the CRM is on the above screen shot provides the CRM client.

Once we download the CRM Client then we have to run that CRM client, it Checks whatever the requirements for CRM gets downloaded.

Now at the time of synchronizing our account the error will be displayed as

“Cannot connect to CRM because we cannot authenticate your credentials MS CRM 2011 Outlook Client”

 This error occurs due to the following mistakes

1)   Improper time & Date settings

2)   Windows Firewall

3)   Improper installation of CRM Outlook Client

4)   Uncheck Windows Identity Foundation 3.5

1)   Improper Time & Date:

The time and date settings must be changed. The time setting should be in such manner that, both the PC’s and CRM’s time and date must be same.

2)   Windows Firewall:

Turn Off the Firewall

3)   Improper installation of CRM Client

In Windows 8 the CRM Client won’t properly install so we need to manually install each entity

First Install SQL CE 4 x64 then

Install SQL CE 3.5 x64 then

Install SQL CE 3.5 x86 then

Install Rollup 12 for client

Now install CRM Outlook client

4)   Uncheck Windows Identity Foundation 3.5

We have to manually set this option, so go to Control Panel

Now go to Programs and Features

Now follow the below screenshots

Go to Turn Windows features on or off.

Then a new window will pop-up as shown below

Now scroll down you will get an option named as Windows Identity Foundation 3.5. This option is unchecked so Check it and click on OK

Now Restart your Outlook and now add your CRM account to it.