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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Customer ...
Customer experience | Sales, Customer Insights,...
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Dynamics 365 Customer Engagement (on-premise) 9.1 Server-based integration

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Posted on by JaydenPerez17 112

Hello all,

I have been bashing my head against the wall attempting to enable Server-based integration between my D365 9.1 instance and my Sharepoint 2019 on-premises instance.

I have been using the steps based upon this link:

Configure server-based authentication with Customer Engagement (on-premises) and SharePoint | Microsoft Docs

The error we effectively get is "Failed Authentication"

pastedimage1638927396497v1.png

<errorlog><sites>
<site>
<url>SERVERNAME/.../CRM-dev
<exception>Failed to connect to SharePointSite.</exception>
<errorcode>-2147088205</errorcode>
</site>
</sites></errorlog>

Looking online, that error is exceptionally generic, and leads only into a circular loop where the Sharepoint Integration configuration needs to be checked.

Has anyone experienced this before or anyone who might know a way around it.

I have tried 2x different sharepoint sites with no success.

Our Dynamics 365 instance is 9.1.4.31 (september 2021).

Please advise.

I have the same question (0)
  • Verified answer
    Venkatesh Nadar Profile Picture
    Venkatesh Nadar on at

    Hi,

    Check the user have the Sharepoint Email Address value populated on the User form.
    This is publicly documented here:

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/on-prem-server-based-sharepoint-on-prem?view=op-9-1#about-claims-based-authentication-mapping 

    Hope this helps!

    Regards,

    Venkatesh N

  • JaydenPerez17 Profile Picture
    JaydenPerez17 112 on at

    Hi Venkatesh,

    Your suggestion is spot on, I apologise as it something I have likely overlooked in my workings.

    The error has progressed now to "Failed Authorization" Error (401).

    I will tackle this issue now and report back.

    Thanks,

    Jayden.

  • Suggested answer
    Venkatesh Nadar Profile Picture
    Venkatesh Nadar on at

    Hi,

    Great, If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Regards,

    Venkatesh N

  • Verified answer
    PhilipK Profile Picture
    PhilipK 613 on at

    Hi Jayden.

    As you are now getting a 401 Unauthorized I would check that the user(s) have the Email field populated in SharePoint Central Admin- Service Applications - User Profile Service Application - User Profile that the value matches the one set in the SharePoint Email address in CRM.

    This is done either by User Profile sync with AD(assuming the user object has the email address that matches) or by editing the User Profile manually.

    Best regards.

    Philip

  • JaydenPerez17 Profile Picture
    JaydenPerez17 112 on at

    Thank you for your suggestion Philip, that was perfect.

    I needed to edit the user profile manually.

    The Sharepoint Site collection is now validated and we can move into config steps.

    Thank you again to both yourself and Venkatesh, greatly appreciated.

    Jayden.

  • Suggested answer
    PhilipK Profile Picture
    PhilipK 613 on at

    That's good news.

    As I believe you can mark multiple post as answered I'd would be grateful if you did so.

    Best regards.

    Philip

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