In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
As you may or may not know, the Microsoft Surface Pro is Microsoft's professional version of their new tablet. It comes complete with an i5 Intel processor, 2 GB's of RAM, a full HD (1080) screen AND… Microsoft Windows 8 Pro! (Not RT!)
Not only is the Surface Pro one of the most productive tablets on the market today, but it is also one of the only tablets capable of running the 2011 CRM Outlook client. The web client also works with the full version of Internet Explorer.
There are, however, a few items that you will need to know prior to installing and configuring the CRM for the Outlook client.
This error can occur in hosted or on-premise installations of Microsoft Dynamics CRM 2011 using IFD/ADFS, but fear not, the resolution is quite simple.
Resolution: When you access CRM 2011 via the web, the authentication method uses the firstname.lastname@example.org as your username. When you connect to a CRM organization through the CRM for Outlook configuration wizard, change the format to DomainUser_Domain when you are prompted for your credentials. (Note: Use only 20 characters or less for the user_domain)
So, for example, if my email address were Joseph.Smith@powerobjectsweb.com/stg, I would enter my user name as powerobjectsjoseph.smith_powerob
And by the way...if you have a Surface Pro, you should check out our free Dynamics CRM companion app for Windows 8 tablets, Power8CRM.