Troubleshooting server-based authentication

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Applies To: Dynamics CRM Online

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Troubleshooting the Enable server-based SharePoint Integration wizard

Troubleshooting SharePoint

Known issues with server-based authentication

Troubleshooting the Enable server-based SharePoint Integration wizard

Review the error log for information about why the site doesn’t validate. To do this, choose Error Log in the Enable Server-Based SharePoint Integration wizard after the validate sites stage is completed.

The enable server-based SharePoint integration validation check can return one of the following four types of failures.

Failed Connection

This failure indicates that the SharePoint server could not be accessed from where the validation check was run. Verify that the SharePoint URL that you entered is correct and that you can access the SharePoint site and site collection by using a web browser from the computer where the Enable Server-Based SharePoint Integration wizard is running. More information: TechNet: Troubleshooting hybrid environments (SharePoint)

Failed Authentication

This failure can occur when one or more of the server-based authentication configuration steps were not completed or did not complete successfully. More information: Set up SharePoint integration with Microsoft Dynamics CRM 

This failure can also occur if an incorrect URL is entered in the Enable Server-Based SharePoint Integration wizard or if there is a problem with the digital certificate used for server authentication.

Failed Authorization

This failure can occur when the claims-based authentication types do not match. For example, in a hybrid deployment such as Microsoft Dynamics CRM Online to SharePoint on-premises, when you use the default claims-based authentication mapping, the Microsoft account email address used by the Microsoft Dynamics CRM Online user must match the SharePoint user’s Work email. More information:  Selecting a claims-based authentication mapping type

SharePoint Version Not Supported

This failure indicates that the SharePoint edition, version, required service pack, or required hotfix are missing. For more information, see SharePoint prerequisites.

Troubleshooting SharePoint

Issues that affect server-based authentication can also be recorded in SharePoint logs and reports. For more information about how to view and troubleshoot SharePoint monitoring, see the following topics. TechNet: View reports and logs in SharePoint 2013 and TechNet: Configure diagnostic logging in SharePoint 2013

Known issues with server-based authentication

This section describes the known issues that may occur when you set up or use Microsoft Dynamics CRM and SharePoint server-based authentication.

Failed authentication is returned when validating a SharePoint site even though you have appropriate permission

Applies to: Microsoft Dynamics CRM Online with Microsoft SharePoint Online, Microsoft Dynamics CRM Online with Microsoft SharePoint on-premises

This issue can occur when the claims-based authentication mapping that is used provides a situation where the claims type values don’t match between Microsoft Dynamics CRM and SharePoint. For example, this issue can occur when the following items are true:

  • You use the default claims-based authentication mapping type, which for Microsoft Dynamics CRM Online to SharePoint Online server-based authentication uses the Microsoft account unique identifier.

  • The identities used for Microsoft Office 365, Microsoft Dynamics CRM Online administrator, or SharePoint Online administrator don’t use the same Microsoft account, therefore the Microsoft account unique identifiers don’t match.

“Something went wrong while interaction with SharePoint” error message received

Applies to: All Microsoft Dynamics CRM versions when used with Microsoft SharePoint Online

This error can be returned to the user who doesn’t have site permissions or the user has had permissions removed from the SharePoint site where Microsoft Dynamics CRM document management is enabled. Currently, this is a known issue with SharePoint Online where the error message that is displayed to the user doesn’t indicate that the user’s permissions are not sufficient to access the site.

See Also

Set up SharePoint integration with Microsoft Dynamics CRM
Permissions required for document management tasks

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