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Windows 11 and IE settings for Outlook add-in

We have users that are getting the Windows 11 update now. Some are working just fine with CRM 8.1 and the Outlook Add-in. Others have to log in to CRM each time in Edge and then the Outlook Add-in works, but gives the message that it isn't connecting to CRM and the browser never seems to save the password. A few aren't able to get the Outlook Add-in to connect or the browser to save the password.

In Windows 10, we would always change the security settings in IE and then make sure we saved the password so it was in Credential Manager, but IE is gone in Windows 11, so not sure how to get that part setup.

Does anyone have any suggestions on what they have done to get it to all working? Is there something I am missing?

Thanks,

Nicole

With the help of MS support, I was able to find the fix to this and thought I would share.

Here is what we always did in Windows 10 for reference.

Windows 10

There are a couple of steps to this. 

Launch Internet Explorer (not Edge or Chrome). 
Go to the Settings button in the upper right and select Internet Options. 
Change to the Security tab. 
Highlight the "Internet" zone and select Custom Level. 
Scroll to the bottom and in the User Authentication – Logon, make sure that “Automatic logon with current user name and password” is selected. 
Select OK (and Yes, if prompted).
Repeat steps 4-7 for the “Local Intranet” and “Trusted Sites” zones as well. 
Select OK. 
Still in Internet Explorer, browse to CRM
Are you prompted for a password? 
1. Yes 
  1. Log in and be sure to mark the option to save the password. 
  2. Close Internet Explorer and open it again.   
  3. Browse to CRM again and make sure you aren’t prompted for a password. 
  4. If you aren’t prompted anymore, close Internet Explorer and relaunch Outlook and verify that you can track emails. 
  5. If you are prompted for a password still, verify that you have completed all the above steps. 
2. No 
  1. Close Internet Explorer. 
  2. Close Outlook if you have it open and launch it again. 
  3. Verify that you can track emails.

Window 11

There are a couple of steps to this. 

Type Windows + R to launch the Run command.
Type inetcpl.cpl to launch the Internet Properties. 
Change to the Security tab. 
Highlight the "Internet" zone and select Custom Level. 
Scroll to the bottom and in the User Authentication – Logon, make sure that “Automatic logon with current user name and password” is selected. 
Select OK (and Yes, if prompted).  
Repeat steps 4-7 for the “Local Intranet” and “Trusted Sites” zones as well. 
Select OK. 
In Edge, browse to CRM
Are you prompted for a password? 
1. Yes 
  1. Log in and be sure to mark the option to save the password (if you see one). 
  2. If you didn't see an option to save the password, complete these steps as well.
    1. Right-click on the CRM tab and select the Refresh tab in Internet Explorer mode option.
    2. Log in to CRM again and be sure to mark the option to "Remember my credentials"
    3. If you are prompted with an additional menu, just click Done.
  3. Close Edge and open it again.   
  4. Browse to CRM again and make sure you aren’t prompted for a password. 
  5. If you aren’t prompted anymore, close Edge and relaunch Outlook and verify that you can track emails and use the Set Regarding 
  6. If you are prompted for a password still, verify that you have completed all the above steps. 
2. No 
  1. Close Edge. 
  2. Close Outlook if you have it open and launch it again. 
  3. Verify that you can track emails and use the Set Regarding.

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