I thought I’d give it a go and see how far this would take me. (One of the Win8 x64 beta installs caused alot of grief)

So my environment:

• Recent Win8 RC x64
• Office 2010 x64
• Outlook 2010 x64

Installed the CRM 2011 Client by going to the web address of our crm site e.g. https://crm.acme.com

There’s a button on page that says ‘download Dynamics CRM for Outlook’ – after a short download and install all went well

I grabbed CRM2011 CU8 - http://www.microsoft.com/en-us/download/details.aspx?id=29692 and updated accordingly.

Note at this point CRM plugin had not been configured.

CRM Client Log files prove very helpful here:

When I fired up Outlook and went to configure the CRM Plugin, Testing connection I would get back

“…we can’t authenticate your credentials…”

Digging into the log files…..

C:\Users\mickb\AppData\Local\Microsoft\MSCRM\Logs\Crm50ClientConfig.log

22:05:18|  Error| Error connecting to URL: https://crm.acme.com/XRMServices/2011/Discovery.svc Exception: System.IO.FileNotFoundException: Could not load file or assembly 'Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified.
File name: 'Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35'
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.CreateLocalChannelFactory()
   at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1.CreateChannelFactory(ClientCredentials clientCredentials)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceConfiguration.CreateChannelFactory(ClientCredentials clientCredentials)
   at Microsoft.Xrm.Sdk.Client.ServiceProxy`1.get_ChannelFactory()
   at Microsoft.Xrm.Sdk.Client.ServiceProxy`1.CreateNewServiceChannel()
   at Microsoft.Xrm.Sdk.Client.ServiceContextInitializer`1.Initialize(ServiceProxy`1 proxy)
   at Microsoft.Xrm.Sdk.Client.DiscoveryServiceProxy.Execute(DiscoveryRequest request)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.DeploymentInfo.LoadOrganizations(AuthUIMode uiMode, Form parentWindow, Credential credentials)
   at Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.InternalLoadOrganizations(OrganizationDetailCollection orgs, AuthUIMode uiMode, Form parentWindow)

Solution: Install the Windows Identity Framework 3.5 that comes with Win8 RC.

And in my case, you’re done.

Happy CRM-ing.

Now to fill in my timesheets

Mick.