Outlook client connecting from other domain...
Of course it's possible that there are Microsoft CRM 3.0 users that are not from the same domain as the Microsoft CRM server. By default the CRM Outlook Client will not connect to the CRM Server.
The following steps are a workaround provided by Microsoft Support that allow the Outlook users to connect to the CRM server even though the user was not in the same domain as the server.
***To create a managed password.***
1. On the client computer open the control panel.
2. Open the User Accounts icon.
3. Click the Advanced tab.
4. Click Manage Passwords.
5. Click Add.
6. Enter the server name of the CRM server
7. Enter the username as domain\username
8. Enter the password.
9. Click OK, then click Close and then click OK.
NOTE: These steps will only work for client physically connected to the LAN or over a VPN connection.
***Add the CRM server site to the Local Intranet trusted sites***
1. On the client open IE, click the Tools menu and then click Internet Options.
2. Click the Security tab.
3. Click the Local Intranet icon.
4. Click the Sites button.
5. Click the Advanced button.
6. Enter the website for access Microsoft CRM and then click the Add button.
7. Click OK 3 times.
8. Close any open IE sessions
NOTE: Performing the above instructions will allow the user to no longer be prompted for a password when accessing CRM from a domain that the CRM server is not part of.
The following steps are a workaround provided by Microsoft Support that allow the Outlook users to connect to the CRM server even though the user was not in the same domain as the server.
***To create a managed password.***
1. On the client computer open the control panel.
2. Open the User Accounts icon.
3. Click the Advanced tab.
4. Click Manage Passwords.
5. Click Add.
6. Enter the server name of the CRM server
7. Enter the username as domain\username
8. Enter the password.
9. Click OK, then click Close and then click OK.
NOTE: These steps will only work for client physically connected to the LAN or over a VPN connection.
***Add the CRM server site to the Local Intranet trusted sites***
1. On the client open IE, click the Tools menu and then click Internet Options.
2. Click the Security tab.
3. Click the Local Intranet icon.
4. Click the Sites button.
5. Click the Advanced button.
6. Enter the website for access Microsoft CRM and then click the Add button.
7. Click OK 3 times.
8. Close any open IE sessions
NOTE: Performing the above instructions will allow the user to no longer be prompted for a password when accessing CRM from a domain that the CRM server is not part of.
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