Publishing CRM Outlook Client Using IAG SP2

IAG SP2 introduced support for Dynamics CRM 4.0 Web application. This support enables IAG SP2 to protect and enhance the CRM servers – look here for more details. This support can be extended to the CRM Outlook client using the steps detailed below.

I. Adding the application on IAG

1. In a portal trunk, select to add a new application.

2. Select "Generic Client App" as the application type from the "Client/Server and Legacy Applications" combo-box:

3. Type a name to identify the application:

4. Fill in the server address and port, and make sure that the "Launch Automatically on start" option is checked:

5. In the “Portal Link” page, make sure that the "Add link on portal and toolbar" is unchecked and then click Finish

6. From the trunk’s application list, open the application that you just created. Go to the "Client Settings" tab and check the "Extended" option:

II. Configuring the CRM Outlook Add-on Configuration Manager

Prerequisites: The initial configuration of the add-on should be done from a domain-joined machine.

1. Run the CRM Add-on configuration manager and choose "My Company":

2. In the "Intranet Address" fill in the CRM server's name, uncheck the "Use the same Web address" checkbox, and in "External web address" fill in the IAG portal address followed with a "/MSCRMServices" path.

                                         .

Start working…

Now IAG users can use their CRM Outlook client. All they have to do is log in to the IAG portal. After login they will be able to use their CRM Outlook client for as long as their IAG session is valid.

Author: Chen Kirsch, IAG Product Team Application Group

Reviewer: Meir Mendelovich, Program Manager, IAG Product Team