ADFS (CRM 2011) - CRM 的 Microsoft Outlook 客户端中的身份验证问题(Response.Redirect(...) 和 Window.Open(...))

发布于 2024-12-10 19:26:02 字数 702 浏览 0 评论 0原文

在我开始之前,我们的客户必须通过 AFDS 连接才能继续使用 CRM 2011。所以我们正在谈论“IFD”环境。

我在使用“CRM 2011 Outlook Client”和“Window.Open(...)”-JS 函数时遇到问题。当他们点击 CRM 2011 中的按钮时,就会启动一个 ASPX 页面,并使用电子邮件中的附件执行一些操作。然后它成功创建一个联系人,然后它应该重定向到该“联系人”页面。但每次我重定向到“CRM 2011”页面时,都会提示用户输入其凭据。这是因为“Window.Open(…)”在新的“浏览器”屏幕中打开屏幕,并且身份验证丢失(因为我们来自 Outlook 客户端)。

当使用基于“Web”的 CRM 2011 时,上述场景效果很好,因为您需要首先通过 ADFS 登录。

你们中有人遇到过上述问题并有很好的解决方案吗?

  1. 有没有办法执行“Window.Open(...)”并停留在“Outlook”屏幕中?与在“CRM 2011 Outlook 客户端”中双击联系人一样吗?
  2. 有没有办法在执行“重定向”时,我可以自动将凭据提供给页面,以便打开页面而无需用户自己输入凭据?我读过一些有关 SignInRequestMessage 和 FederatedAuthentication 的内容,但没有显示明确的示例来执行此操作。

我希望你们能帮助我。在我身边,如果我找到任何解决方案,我会回到这里!

亲切的问候, 弗雷德里克

Before I start, our customers have to connect through AFDS to be able to go on the CRM 2011. So we are talking about an “IFD”-environment.

I’m having a problem when using the “CRM 2011 Outlook Client” and the “Window.Open(…)”-JS function. When they hit a button in the CRM 2011 an ASPX-page fires up and does some stuff with an attachment in the e-mail. It then creates successfully a contact and then afterwards it should redirect to that “Contact”-page. But each time I do a redirect to a “CRM 2011”-page, the user is prompt for his credentials. That’s because the “Window.Open(…)” opens the screen in an new “Browser”-screen and the authentication is lost (because we come from the outlook client).

The above scenario works fine when using the “Web”-based CRM 2011, because you need first to login via ADFS.

Have some of you encountered the above problem and have a great solution to this?

  1. Is there a way to do a “Window.Open(…)” and stay in an “Outlook”-screen? The same as you should double-click a contact in the “CRM 2011 Outlook Client”?
  2. Is there a way while doing a “Redirect”, I can automatically give the credentials to the page, so that it will page will be opened without that the user himself need to enter his credentials? I’ve read something about SignInRequestMessage and FederatedAuthentication, but no clear examples were shown to do this.

I’m hoping that you guys can help me out. At my side, if I find any resolution, I will come back here!

Kind Regards,
Frederic

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左岸枫 2024-12-17 19:26:02

好的。这是来自 ExtremeCRM 会议的一位 MS 发言人的发言。

CRM 函数调用为:openObj(entityId, type)。

我是一个团队领导,我让我的团队之一执行实施,但我的理解是,调用会类似于...

openObj('GuidGoesHere', 'account');

需要考虑的一件事是,这将在您的标准客户端脚本场景中工作,但是如果您需要如果要在自定义对话框/html 资源中使用此功能,您可能需要添加对相应 JS 引用的引用,具体取决于该函数在基线 JS 库中的位置。

如果你不能立即让它工作,我可以更深入地研究。您可以使用各种浏览器开发工具来探索页面并查看页面上加载了哪些 JS 资源以及调试。

希望这有帮助!

OK. This is from one of the MS presenters from the ExtremeCRM conference.

The CRM function call is: openObj(entityId, type).

I am a team leads and I had one of my team execute the implementation, but my understanding is that the call would be something like...

openObj('GuidGoesHere', 'account');

One thing to consider is that this will work in your standard client script scenario, however if you require this functionality from within a custom dialog / html resource you may need to add a reference to the appropriate JS reference depending on where in the baseline JS libraries that function resides.

I can dig deeper if you cannot get it working right away. Youd can use various browser dev tools to explore pages and see which JS resources are loaded on the page as well as debug.

Hope this helps!

歌入人心 2024-12-17 19:26:02

此问题与 ADFS 和 TMG 服务器的缓存和性能问题有关。必须在 TMG 和 IIS 内部启用缓存功能。一旦此问题(也被视为性能问题)消失,用户在执行将潜在客户转换为机会或将电子邮件转换为案例等操作时会收到正常的弹出窗口。

还要确保您使用的是 UR 6..
https://community.dynamics.com/product/crm/crmtechnical /b/cognettacloud/default.aspx

This issue is related to a cache and performance problem with ADFS and a TMG server. The ability to cache must be turned on both the TMG and inside IIS. Once this issue, also deemed a performance issue went away, users then received the normal popups when performing actions like convert lead to opportunity, or email to case.

Also make sure you are on UR 6..
https://community.dynamics.com/product/crm/crmtechnical/b/cognettacloud/default.aspx

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