Solved

Unable to login to CRM Panel

  • 19 September 2022
  • 2 replies
  • 206 views
J
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Userlevel 5
Badge +9

We are running Apps10 UPD14.  We have SSO setup using ADFS.  We updated our ADFS setup and the manifest file per the instructions in technical documentation.  ADFS SSO works correctly for IEE and Aurena.

After installing the Outlook CRM Panel add in - we see it on the toolbar.  When it is selected, a login window flashes by, but the panel returns with just a login button.  If we click that button, another login window opens and then closes (no errors displayed) - but the CRM panel only shows a login button.

Any idea what is wrong?

 

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Best answer by jhooperyan 20 September 2022, 02:59

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2 replies

S
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Userlevel 7
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Hi @jhooperyan ,

There are couple of community posts on this already which might help you figure out where the problem is. Please have a look at the post below and couple of other that link up to it.

 
Cheers

J
Rank
Userlevel 5
Badge +9

We figured it out.  Root cause was in our Web API setup.  Under Client Application = “IFS Apps10 - Server Application” - Scope user_impersonation needed to be selected.  openid wasn’t enough for the CRM panel to work.

Once we got past the authentication error, we added a permission set that included projections RmPanelHandling and Rmpanel Navigator seemed to work.  We did the permission set in IEE (Grant All didn’t work in Aurena), and had to manually add all the functions under the main option.  They weren’t selected when we selected the top item.

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