This article is about errors that might occur while creating or updating a Dynamics CRM connection, and it suggests adjusting firewall rules to allow required traffic.
When the Riva On-Premise Microsoft Dynamics CRM Wizard tries to create a connection to the versions it supports, several connection problem error windows may indicate that "Riva could not connect to Microsoft CRM. Please verify the connection information." The following reasons may be given:
Riva In-House Test Results
A test was conducted using a Windows 2008 R2 x64 server VMware virtual machine with Wireshark and the Riva On-Premise server installed. As part of the test, a WireShark trace was started and then a successful connection was created in the Riva On-Premise server to Dynamics CRM Online using a trial account that we had created. Take note that we did not have aggressive firewall rules in place, so the trace was able to determine which online resources the Riva CRM connection wizard had to connect to in order to successfully create a Riva connection to Dynamics CRM Online.
For the test environment:
During the test, a working connection was created using the following Riva CRM connection settings:
Note: The Organization was left blank. When we tried to use "OmniTechnologySolutions" as the Organization, we received an error that the Organization did not exist.
The Riva Manager application created a connection and saved it on the right pane. Double-clicking the connection displayed the following window:
An examination of the trace file confirmed that many internet resources were accessed. This article, https://support.microsoft.com/kb/2655102, describes which internet resources are accessed and what needs to be enabled in firewall rules. Note that using IP-based rules may not work, because some resources use dynamically assigned IP addresses from a DNS pool. To see what we are referring to, run an nslookup on "login.live.com". In particular, we discovered that the Riva connection needs to access the following:
Hence, as the above bulleted list suggests, a rule for *.crm.dynamics.com covers the online crm.dynamics.com resources that Riva On-Premise attempts to access.
Riva Connection Authentication Error
Sometimes, an error window appears and displays Unable to log on to the Service for the partner = "crm.dynamics.com" (Error Code: 80048862). Riva uses Passport authentication to Dynamics Online that uses a Microsoft-provided API to enable access.
You can test this challenge by trying to access http://login.live.com/RST2.srf, which attempts to access one of the required authentication services and should return an XML page in the browser. If there is a challenge, another error window will appear, indicating that you cannot download the RST2.srf file.
This or similar types of errors indicate that there may be specific content or application filtering in place that prevents access to online services like MSN Chat.
To ensure that Riva On-Premise connections to Dynamics CRM Online will work:
Article ID: 251
Last updated: 04 May, 2021
Also listed in
Riva On-Premise - CRM Sync -> Get Started with Riva On-Premise -> Deploy Riva On-Premise -> Step 1 - Prepare -> Prepare Your CRM for Riva -> Microsoft Dynamics CRM