Publishing Microsoft Dynamics CRM with IAG SP2

Updated: February 10, 2010

Applies To: Intelligent Application Gateway (IAG)

Microsoft Dynamics® CRM 4.0 is a fully integrated Customer Relationship Management (CRM) system. It gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. Microsoft Dynamics CRM consists of five modules: marketing, sales, customer service, analytics, and workflow. These modules help you drive consistent and measurable improvement in everyday business processes.

You can allow remote access to Microsoft Dynamic CRM 4.0 by publishing it with Whale Communications Intelligent Application Gateway (IAG) 2007 with Service Pack 2.

The following procedure describes how to add Microsoft Dynamics CRM 4.0 to an IAG trunk via the Getting Started Wizard.

To publish Microsoft Dynamics CRM 4.0

  1. In the Getting Started Wizard, click Publish Applications.

  2. In the Add Application Wizard, follow the instructions in order to complete the wizard. For more information, click Help. Do the following:

    1. On the Select Application page, select Web Applications, in the list, select Microsoft Dynamics CRM 4.0, and then click Next.

    2. On the Web Servers page, in the Addresses box, enter the address of the server, and then below it in the Addresses box, type the organization name.

      The organization name is a logical name representing the organization. It is defined in the CRM Deployment Manager, under the Organizations folder. An application server might have more than one organization name defined for it when several organizations share the same server. In such cases, type the organization names as a list below the address of the server.

    3. On the Add Application Wizard completion page, click Finish.

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.