Dynamic Worksheets from Microsoft CRM IFD Deployment

Problem: CRM is accessed via Internet Facing Deployment. When a user hits the Excel button on a list view, and selects either Dynamic Worksheet or Dynamic Pivot table, the resulting spreadsheet just shows the CRM login screen.

Solution: To use dynamic spreadsheets from an IFD deployment, the person opening the spreadsheet needs to have the Outlook client installed and configured on the workstation that he is using to open the spreadsheet. Since CRM is not on the same domain as the workstation, the Outlook client facilitates the login credentials for the CRM datasource used in the spreadsheet.

Comments

[Michal]

Thanks for this post, I was looking for such a solution.