Managing the Microsoft Dynamics CRM 4.0 application in IAG SP2

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Applies To: Intelligent Application Gateway (IAG)

Application-specific settings

After you finish adding the application to the trunk, you may need to modify the dedicated Microsoft Dynamics CRM 4.0 policies in order to comply with the security policy requirements of your organization.

The following table lists the operations that can be controlled using endpoint policies. By default, the value of these policies is True, and they do not prevent users from performing these operations.

Operation Policy

Prevent end users from exporting to Microsoft Office Excel® and printing.

Microsoft CRM 4 Enhanced Security

Preventing end users from uploading, checking in files, and saving files from Microsoft Office applications to the CRM server.

Microsoft CRM 4 Upload

Preventing end users from downloading files, exporting to a spreadsheet, or editing datasheets.

Microsoft CRM 4 Download

The following procedure describes how you can prevent users from performing the operations described in the table above, unless their computer meets the defined security policy requirements. Users that are blocked are notified accordingly.

To manage user operations on Microsoft Dynamics CRM 4.0 from non-compliant endpoints

  1. In an area where you assign policies, click Manage Policies.

  2. On the Manage Policies and Expressions dialog box, select the application-specific policy (from the policies described in the table above), and then click Edit Policies.

  3. Use the Policy Editor in order to edit the policy according to your requirements. For more information, see Managing IAG client endpoint policies.

    Users accessing the Microsoft Dynamics CRM 4.0 application from a non-compliant endpoint computer are not able to perform the described operations.