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Dynamics 365 CRM on premise 9.1 - SharePoint 2019 integration - authentication issues

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Posted on by Dick_Darlington 85

Hey all,

we've been implementing SharePoint into our Dynamics 365 CRM. Both on premise installations.

IFD for Dynamics is in place and fully functionable. The installation of a SharePoint 2019 farm went without any issues.

Integration of both systems also worked like a charm.

Now the weird thing... 

There is exactly one user account that can successfully view the documents iFrame in CRM.

Every other user account gets the following error while trying to access the documents:

crmsp01.PNG

Which means "Error - Something went wrong while interacting with SharePoint".

Going deeper into that issue, I've checked the event log on the CRM front end server which shows the following information:

Request information:
Request URL: internalcrm.xxx.xxx:443/.../areas.aspx
Request path: /ORG/userdefined/areas.aspx
User host address: xxx.xxx.xxx.xxx
User: DOMAIN\XXX
Is authenticated: True
Authentication Type: Federation
Thread account name: EURA\svc_XXX

Now this lets assume that this specific user dos not have access rights to information above, which is NOT true.

The user accounts that have been tested both have access to Dynamics and the SharePoint site that's successfully (?)  integrated into Dynamics.

The really weird thing is that there is only one user account that does not run into this error and can interact perfectly fine with SharePoint.

This account is nothing special (besides it's mine ;-)...).

I have tried everything that the internet and my expertise offers, but I still lack the right amount of enlightment to get this one running properly :-D...

Any ideas :-)?

  • Dick_Darlington Profile Picture
    Dick_Darlington 85 on at
    RE: Dynamics 365 CRM on premise 9.1 - SharePoint 2019 integration - authentication issues

    Hi Philip,

    I have enabled the diagnostic logging, but doesn't really get any better ...

    Same message, even less detailed than in eventlog:

    Crm Exception: Message: Default:Zugriff verweigert. Sie haben keine Berechtigung, diesen Vorgang auszuführen oder auf diese Ressource zuzugreifen.System.UnauthorizedAccessException, ErrorCode: -2147088615
    [2021-10-06 15:48:21.771] Process: w3wp |Organization:e96c0d13-3f0d-eb11-80c5-00505690c158 |Thread:  106 |Category: Application |User: 00000000-0000-0000-0000-000000000000 |Level: Error |ReqId: 65f6478b-a4f4-4b85-a3e5-27bb78e0e491 |ActivityId: 65f6478b-a4f4-4b85-a3e5-27bb78e0e491 | HttpApplication.RaiseOnError  ilOffset = 0x0
    >Request internalcrm.xxx.xx/.../areas.aspx failed with exception System.Web.HttpUnhandledException: Eine Ausnahme vom Typ "System.Web.HttpUnhandledException" wurde ausgelöst. ---> Microsoft.Crm.CrmException: Default:Zugriff verweigert. Sie haben keine Berechtigung, diesen Vorgang auszuführen oder auf diese Ressource zuzugreifen.System.UnauthorizedAccessException
    >   at Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal() +0xfb
    >   at Microsoft.Crm.Application.Platform.ServiceCommands.RetrieveMultipleCommand.Execute() +0x0
    >   at Microsoft.Crm.ApplicationQuery.RetrieveMultipleCommand.RetrieveData() +0x0
    >   at Microsoft.Crm.ApplicationQuery.ExecuteQuery() +0x0
    >   at Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.GetData(QueryBuilder queryBuilder) +0x14
    >   at Microsoft.Crm.Application.Controls.SharePointGridDataProvider.GetData(QueryBuilder queryBuilder) +0xc
    >   at Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadQueryData() +0x127
    >   at Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadData() +0x0
    >   at Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareGridData() +0x91
    >   at Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareData() +0xe8
    >   at Microsoft.Crm.Application.Controls.GridUIProvider.Render(HtmlTextWriter output) +0x77c
    >   at Microsoft.Crm.Application.Components.UI.Grid.DataGrid.RenderInnerHtml(HtmlTextWriter output) +0x1e
    >   at Microsoft.Crm.Application.Components.UI.Grid.DataGrid.Render(HtmlTextWriter output) +0x191
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer) +0xd
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer) +0xd
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +0x53
    >   at System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer) +0xe
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer) +0xd
    >   at Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.RenderAreaPageContent(HtmlTextWriter writer) +0x42
    >   at Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.HandlerRender(HtmlTextWriter output) +0x24
    >   at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +0x22
    >   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +0x8a4
    >   --- End of inner exception stack trace ---
    >   at System.Web.UI.Page.HandleError(Exception e) +0x11b
    >   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +0x95a
    >   at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +0x69
    >   at System.Web.UI.Page.ProcessRequest() +0x14
    >   at System.Web.UI.Page.ProcessRequest(HttpContext context) +0x38
    >   at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() +0x18d
    >   at System.Web.HttpApplication.ExecuteStepImpl(IExecutionStep step) +0x64
    >   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +0x15

  • PhilipK Profile Picture
    PhilipK 611 on at
    RE: Dynamics 365 CRM on premise 9.1 - SharePoint 2019 integration - authentication issues

    Hi Dick.

    Yeah, I agree.

    As I haven't had the opportunity to setup the SP integration on v9.1(only done 9.0) It's hard to tell if this could be an issue specific to 9.1?

    If I where you I would probably enable CRM diagnostic logging and check them after reproducing the error and depending on what type of env. setup you have I would try reproducing it in the Test env. if available for less "noise" in those logs.

    Best regards. /Philip

  • Dick_Darlington Profile Picture
    Dick_Darlington 85 on at
    RE: Dynamics 365 CRM on premise 9.1 - SharePoint 2019 integration - authentication issues

    Hi Philip,

    thank you for your reply.

    All your mentioned suggestions have been checked (successfully) multiple times.

    As I said my user account can access the SharePoint documents within Dynamics just like it's supposed to do.

    All other set up users (work mail / sharepoint mail, synced user profile, ...)  get the following error in the eventlog of the Dynamics Web server:

    Event code: 3005
    Event message: Es ist eine unbehandelte Ausnahme aufgetreten. // --> unhandled exception
    Event time: 10/4/2021 10:55:06 AM
    Event time (UTC): 10/4/2021 8:55:06 AM
    Event ID: 0742b9cfb9ed427a918a39525c672361
    Event sequence: 8325
    Event occurrence: 20
    Event detail code: 0
     
    Application information:
        Application domain: /LM/W3SVC/1/ROOT-8-132777720024442698
        Trust level: Full
        Application Virtual Path: /
        Application Path: C:\Program Files\Microsoft Dynamics CRM\CRMWeb\
        Machine name: XXX-XXX-XXX01
     
    Process information:
        Process ID: 6908
        Process name: w3wp.exe
        Account name: XXX\svc_xxx
     
    Exception information:
        Exception type: CrmException
        Exception message: Default:Zugriff verweigert. Sie haben keine Berechtigung, diesen Vorgang auszuführen oder auf diese Ressource zuzugreifen.System.UnauthorizedAccessException  // --> access denied. You do not have permission to perform this operation or access this resource
       bei Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()
       bei Microsoft.Crm.Application.Platform.ServiceCommands.RetrieveMultipleCommand.Execute()
       bei Microsoft.Crm.ApplicationQuery.RetrieveMultipleCommand.RetrieveData()
       bei Microsoft.Crm.ApplicationQuery.ExecuteQuery()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.GetData(QueryBuilder queryBuilder)
       bei Microsoft.Crm.Application.Controls.SharePointGridDataProvider.GetData(QueryBuilder queryBuilder)
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadQueryData()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadData()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareGridData()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareData()
       bei Microsoft.Crm.Application.Controls.GridUIProvider.Render(HtmlTextWriter output)
       bei Microsoft.Crm.Application.Components.UI.Grid.DataGrid.RenderInnerHtml(HtmlTextWriter output)
       bei Microsoft.Crm.Application.Components.UI.Grid.DataGrid.Render(HtmlTextWriter output)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer)
       bei Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.RenderAreaPageContent(HtmlTextWriter writer)
       bei Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.HandlerRender(HtmlTextWriter output)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

     
     
    Request information:
        Request URL: internalcrm.xxx.xx:443/.../areas.aspx
        Request path: /ORGXX/userdefined/areas.aspx
        User host address: xxx.xxx.xxx.xxx
        User: XXX\testuser
        Is authenticated: True
        Authentication Type: Federation
        Thread account name: XXX\svc_xxx
     
    Thread information:
        Thread ID: 167
        Thread account name: XXX\svc_xxx
        Is impersonating: False
        Stack trace:    bei Microsoft.Crm.Application.Platform.ServiceCommands.PlatformCommand.XrmExecuteInternal()
       bei Microsoft.Crm.Application.Platform.ServiceCommands.RetrieveMultipleCommand.Execute()
       bei Microsoft.Crm.ApplicationQuery.RetrieveMultipleCommand.RetrieveData()
       bei Microsoft.Crm.ApplicationQuery.ExecuteQuery()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.GetData(QueryBuilder queryBuilder)
       bei Microsoft.Crm.Application.Controls.SharePointGridDataProvider.GetData(QueryBuilder queryBuilder)
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadQueryData()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderQueryBuilder.LoadData()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareGridData()
       bei Microsoft.Crm.Application.Platform.Grid.GridDataProviderBase.PrepareData()
       bei Microsoft.Crm.Application.Controls.GridUIProvider.Render(HtmlTextWriter output)
       bei Microsoft.Crm.Application.Components.UI.Grid.DataGrid.RenderInnerHtml(HtmlTextWriter output)
       bei Microsoft.Crm.Application.Components.UI.Grid.DataGrid.Render(HtmlTextWriter output)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children)
       bei System.Web.UI.HtmlControls.HtmlContainerControl.Render(HtmlTextWriter writer)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei Microsoft.Crm.Application.Components.UI.CrmUIControlBase.RenderControl(HtmlTextWriter writer)
       bei Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.RenderAreaPageContent(HtmlTextWriter writer)
       bei Microsoft.Crm.Application.Components.PageHandlers.AreaPageHandler.HandlerRender(HtmlTextWriter output)
       bei System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter)
       bei System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
     
     
    Custom event details:

    Doesn't make sense to me because the service account has proper access rights and it seems that IIS/ASP is just misinterpreting something.

    We can also reproduce the toke/claims thing...when SharePoint and work email addresses differ, the SharePoint eventlog tells so...

    If they match, SharePoint is completely fine with that situation ‍♂️

    Pretty weired :-)...

    Best regards

  • PhilipK Profile Picture
    PhilipK 611 on at
    RE: Dynamics 365 CRM on premise 9.1 - SharePoint 2019 integration - authentication issues

    Hi.

    I see you have tagged 401 onto this subject, do you in fact see 401 Unauthorized as a part of the error?

    Without knowing all the specifics of your SP setup and assuming you are running Windows Integrated Authentication for the SP WebApp I would check the following:

    1. Is User Profile Service(UPS) setup in your SharePoint farm, if not it must be setup.

    2. Setup UPS to sync with your Active Directory - OU that your users resides.

    3. Pick one user and edit that ones user profile, check if the Work email attribute is set(it's required for the following steps).

    4. In Dynamics go to Settings and Security and for simplicity open the same user as above and edit via Form Editor.

    5. Add the field "SharePoint Email Address" to e.g. the Admin section of the form, Save - Publish.

    6. Set the same Work email adress in this field as seen for that user in User profile in SharePoint.

    7. Ask the user to test again.

    The above steps are somewhat mentioned in the official technote but kind of come off as optional

    The key part for the integration to work is to ensure that the claim(s) passed from Dynamics to SharePoint matches the claim the corresponding user(attribute in the profile in SP)

    If the above doesn't resolve the problem, check the SharePoint ULS log which should reveil what really the issue is.

    Best regards. /Philip

  • Dick_Darlington Profile Picture
    Dick_Darlington 85 on at
    RE: Dynamics 365 CRM on premise 9.1 - SharePoint 2019 integration - authentication issues

    What are the exact steps taken while accessing documents within Dynamics?

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