Microsoft CRM Online Client Configuration – Some Tidbits of Information

So this information may not be helpful for probably the majority of CRM Online implementations – but for those few who have aggressive firewall rules, you may find this helpful.  If you do have your firewall configured to allow access to specific URLs only, you will need to obviously know the URL of your CRM Online organization (https://’company’.crm.dynamics.com).  This will get you in to CRM via Internet Explorer.  But you will also need to know of a handful of other URLs that allow you to configure the CRM Online Client for Outlook.  They are:

·         https://dev.crm.dynamics.com – this is the URL your client is trying to access when you hit the screen to authenticate to the Microsoft CRM Online environment (when you click ‘Next’ on the first splash screen in the CRM Configuration Wizard)

·         https://login.live.com

·         https://*crm.dynamics.com (will include your URL, as well as signin.crm.dynamics.com and a couple others (https://’companyname’.api.crm.dynamics.com, etc)

As I said, you may never run in to this.  But if/when you do, I hope this helps.

Oh – and if you are doing a deployment of CRM Online, keep in mind that you can only set up 3 Live IDs from a single IP address per day.  While this is not a CRM limitation, CRM Online does rely on Windows Live as the method of authentication. 

Some helpful information:

CRM Online Client Download:
http://www.microsoft.com/downloads/details.aspx?FamilyID=e8e6c81a-b7b2-4e57-8599-604967617396&displaylang=en

Fiddler – great tool to use to gather web browser trace information:
http://fiddler2.com/fiddler2/version.asp