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Microsoft Word Template customization and Dynamics 365 for Outlook Plugin

Posted on by 75

Hello there, I'd like to inquire some assistance with two problems I am facing:

I have a salesorder template which features a table with a product column. In this particular column my productidname (salesorderdetails) and productdescription (salesorderdetials) are housed, seperated by a a single space.
My goal is to always move the text that is populated by the description field to the line within the cell. Whenever the description field is empty just leave it as is.

Would that be possible with the OOB formatting tools provided by Word (VB would sadly not work since its not allowed in CRM) ?

My second question revolves around the Dynamics 365 plugin for Outlook. Wanting to use it again I promptly installed it only to see that a connection to our crm was not possible.

Looking at the Exception thrown I got this: Error connecting to URL: our_url/XRMServices/2011/Discovery.svc Exception: System.ServiceModel.Security.SecurityNegotiationException: SOAP security negotiation with 'our_url/XRMServices/2011/Discovery.svc' for target 'our_url/XRMServices/2011/Discovery.svc' failed. See inner exception for more details. ---> System.ComponentModel.Win32Exception: The Security Support Provider Interface (SSPI) negotiation failed.

The system clock on both systems is correct and the crm site has only one https binding, which is also configured in the deployment manager. We are also using CRM 8.2 on Premise

I read somewhere that this plugin was shutdown by Microsoft at the end of December but that it would still work with on Premise. Am I safe to assume this is not the case anymore as well?

Best Regards

Max

  • MusterMax Profile Picture
    MusterMax 75 on at
    RE: Microsoft Word Template customization and Dynamics 365 for Outlook Plugin

    I installed an older version of the add-in (8.0 instead of 8.2) and it worked like a charm!

    Thank you for your answers though :)

  • Suggested answer
    Kei Aoyagi Profile Picture
    Kei Aoyagi on at
    RE: Microsoft Word Template customization and Dynamics 365 for Outlook Plugin

    Hi,

    For second question, maybe this document will help you to setting the Dynamics 365 plugin for Outlook.

    docs.microsoft.com/.../deploy-dynamics-365-app-for-outlook

  • Alan Ericson Profile Picture
    Alan Ericson on at
    RE: Microsoft Word Template customization and Dynamics 365 for Outlook Plugin

    The formatting would be more of a question for the Office team and Word.

    However, the Outlook client failing to connect would not be related to the deprecation of the software.

    • One suggestion there is to clear out any saved credentials in the credential manager related to Dynamics CRM
    • Start > type credential manager > open > windows credentials > remove any related to Dynamics

    Otherwise, there could be Kerberos issues when attempting to configure -- may want to check SPNs set for the CRM application Pool account and the 'useAppPoolCredentials = true' setting in IIS.

    There are a few factors on authentication -- are you using claims-based auth or Windows? Do you have OAuthClaimsSettings enabled on the CRM server for the CRMSettings?

    If the issue remains after clearing out the credential manager, and you are logged into the client machine as a domain account -- apply the following steps to potentially gather more information on the SSPI error:

    1. Open Command prompt on the client, and run: klist purge
    2. Attempt the configuration
    3. After the error occurs -- open the event viewer and check under windows > system logs

    Do you have any warnings for LSASrv? or Kerberos Errors? 

    Those should help determine if there is an issue with the SPNs or other settings.

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