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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM 2016 for ...
Microsoft Dynamics CRM (Archived)

Dynamics CRM 2016 for Outlook plugin always prompts for credentials

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Posted on by Community Member

After upgrading the Dynamics CRM for Outlook plugin to version 2016 the credentials are lost every time the user logs back in.

We've added the credentials to the Windows Credentials Manager/Vault, with and without MS_CRM prefix, bu it seems like the plugin isn't retrieving/looking at the windows credentials vault.

- We already tried deleting all credentials

- Setting up new profiles for the users

- Password remember, in internet explorer, trusted sites etc. makes no difference

During the users session on the RDS server, the credentials are saved, even with closing and reopening Outlook, but after a complete logoff and logon the credentials in the CRM configuration wizard are gone and outlook starts the wizard to setup sync again, after username and password are filled in.

Please note that the settings like the specific site address and organization name are remebered, only the credentials are not.

Background info:

- This all runs on a RDS environment Windows Server 2012R2

- User Profile Disk are configured

- Outlook 2013

- CRM Online

- Dynamics CRM 2016 for Outlook plugin is used 

- Offline capabilities are disabled

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I have the same question (0)
  • Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at

    Hi,

    Please go with this: support.microsoft.com/.../892666

    Regards,

    Rutul

  • Community Member Profile Picture
    Community Member on at

    Thank you, forgot to mention, but we did exactly this.. doesn't resolve the problem.

    Is the 2016 version still looking at the Windows Vault to retrieve the credentials?

    Edit: it worked just fine with the Dynamics CRM 2011 version Plugin... but after upgrade no more..

  • Community Member Profile Picture
    Community Member on at

    Bump*

    Still no answer from the official Microsoft Support, they are working on it for 3 weeks.. anyone ever come across this problem?

  • Community Member Profile Picture
    Community Member on at

    We are experiencing the very same issue. Have tried the solution suggested above but still no luck. T_I, have you had a reply yet?

  • Community Member Profile Picture
    Community Member on at

    no unfortunatly not yet.. they escalated this to the Outlook team..

  • Community Member Profile Picture
    Community Member on at

    Thanks for the update T_I. I'd be interested to know if they do find a solution. Thanks.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I Solved the problem on my own.. no thanks to Microsoft Support!!

    Solution:

    The credentials are stored in the TokenCache.dat file located in the folder: %appdatalocal%\microsoft\mscrm\client

    If you make sure this file is copied with a script at logoff (simple xcopy) and a simple logonscript where the tokenCache.dat file is copied back in the %appdatalocal%\microsoft\mscrm\client you'll never get the prompt again.

    2 other things to notice:

    You also want to copy 2 other files:

    1. “metadataCache-**.sdf”

    2. “crmCache.sdf”

    These 2 files contain all the Sync data, and are also located in the same folder.

    --

    We didn't use a script but we used the Windows Server 2012R2 User Profile Disk, with an explicit include of the %appdatalocal%\microsoft\mscrm\client folder

    Problem Solved thanks to.. well .. ourselves..

    VBVB.nl

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I know this article is marked as solved, and it certainly pointed me down the right path to fix this issue in our environment.  We are not using 'User Profile Disk' so I had to write logon and logoff scripts to facilitate and wanted to provide those:

    LOGOFF Script:

    $networkscripts = ("\\<server>\<share>\CRM_Logoff.ps1","\\<server>\<share>\CRM_Logon.ps1")
$localscripts = ("$env:LOCALAPPDATA\Microsoft\MSCRM\Client\CRM_Logon.ps1","$env:LOCALAPPDATA\Microsoft\MSCRM\Client\CRM_Logoff.ps1")
$scripttest = Test-Path $localscripts
$path1 = Test-Path $env:LOCALAPPDATA\Microsoft\MSCRM\Client
$crmfiles = ("$env:LOCALAPPDATA\Microsoft\MSCRM\Client\TokenCache.dat","$env:LOCALAPPDATA\Microsoft\MSCRM\Client\metadataCache-**.sdf","$env:LOCALAPPDATA\Microsoft\MSCRM\Client\crmCache.sdf")
$filetest = Test-Path $crmfiles
$path2 = Test-Path $env:LOCALAPPDATA\Microsoft\MSCRM\Client\Temp
If ($path1 -eq $True -and $scripttest -eq $False){Copy-Item $networkscripts -Destination "$env:LOCALAPPDATA\Microsoft\MSCRM\Client"} Else {Write-Host "Pass"}
If ($path2 -eq $False){New-Item -ItemType directory -Path "$env:LOCALAPPDATA\Microsoft\MSCRM\Client\Temp" | out-null} Else {Write-Host "Pass"}
if ($filetest -eq $True) {Copy-Item $crmfiles -Destination "$env:LOCALAPPDATA\Microsoft\MSCRM\Client\Temp"} Else {Write-Host "Pass"}


    LOGON Script:

    $crmfiles = ("$env:LOCALAPPDATA\Microsoft\MSCRM\Client\Temp\TokenCache.dat","$env:LOCALAPPDATA\Microsoft\MSCRM\Client\Temp\metadataCache-**.sdf","$env:LOCALAPPDATA\Microsoft\MSCRM\Client\Temp\crmCache.sdf")
$filetest = Test-Path $crmfiles
if ($filetest -eq $True) {Copy-Item $crmfiles -Destination "$env:LOCALAPPDATA\Microsoft\MSCRM\Client"} Else {Write-Host "Pass"}


    Both scripts test to make sure file paths/files are valid.  It copies the scripts locally because we have remote users that logon to their workstations prior to be connected via VPN to communicate with our AD server.

    When creating the GPO, it will need to be applied to both the User and Computer in question.  In my case we have OU's for Workstations and OU's for users (not default) and I used 'Authenticated Users' as the scope under those OU's.

    Hope this helps someone.

  • Community Member Profile Picture
    Community Member on at

    Tried the above method by copying the files to a temp folder, closing outlook, copying back the files, and then reopening outlook every 6 hours. This method does not seem to work. Can anyone confirm that this workaround is still valid? If so, any idea what we are missing?

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