CRM 3.0 and SQL 2005 server are running in the same machine at an active
domain different than the active domain from which i'm connecting to the CRM
through my client computer. Both computers are in the same private network
though.

When attempting to export data to a dynamic table i get a failed login
error: 18452 saying the user is not a trusted connection.

Then it allows me to change the user and password to reattempt the
connection, i try the system administrator SQL account (sa) with it's
password and the error goes away, however no data is brought from the CRM.

All in all, i'm sure i'm missing steps into configuring the client machine
and the CRM server so i can export dynamic tables from the CRM.

My question is: What are the steps necessary to configure the CRM - Excel
dynamic table integration from a client computer in the same network but
different domain than the CRM/SQL server.

Tahnk you!

Bump, hoping for a reply.

Can anyone point to any procedures or websites that may explain how to do
this?

Thanks!


"Germán Parra" wrote:

Hi,

You are not seeing data in this case because SQL admin is a SQL user and is
not setup as a CRM user and hence does not have access to CRM data. As you
are aware, when you access CRM data, data is filetered based on the
roles/privileges of the user. Since SQL admin is not a CRM user, he does not
have access to any CRM data.

Unfortunately, excel's ODBC connection verifies SQL credentials only and if
you give CRM user credentials, you will still not be able to see the data.
Hope this is not too confusing.

I am not an expert on AD and trusts between domain, so I do not know if thew
following is possible. However, if you can set up the following, it might
work.

i. Establish trust between server and client domains.
ii. Create a CRM user account for user login of client machine. Here you
will be creating an account for user of 'Client Domain'(i.e.
ClientDomain\user).

If you can set this up, you should be able to access the data.

Hope this helps,
Raj



"Germán Parra" wrote:

Or maybe you can give TRUST to the 2 Servers?

"Raj" wrote:

I gave trust to the two servers and it didn't work.

I'll try creating a cross domain user in CRM, see if it shows data. Anyone
got any ideas? Is Cross domain Excel pivot table not possible with CRM 3.0?

"Ian S." wrote: