Connecting to a Microsoft Dynamics CRM deployment

Deployment types

XrmToolBox is able to connect to all Microsoft Dynamics CRM deployment types:

• OnPremise (Integrated Windows Authentication or custom authentication)
• OnPremise with Claims based authentication
• OnPremise with Internet Facing Deployment
• Online

It supports Microsoft Dynamics CRM versions 2011, 2013, 2015 and 2016

Connect with XrmToolBox before version 1.2015.12.20 Connect with XrmToolBox after version 1.2015.12.20

Create a connection

Fill the connection dialog with appropriate information:

• Connection name : just a name so you remember what is this connection

• Use SLL : indicates your are connecting to an HTTPS endpoint. This is automatically ticked if you create a CRM Online, Claims based authentication or IFD connection.

• Use IFD : indicates you are creating a Claims based authentication or IFD connection

• Use CRM Online : indicates you are connecting to CRM Online

• Use Office 365 : indicates your CRM Online deployment is on Office 365

• Server Name : The hostname of the server you are connecting to. If CRM Online, a list of available endpoint is displayed :

  • crm.dynamics.com for North America
  • crm2.dynamics.com for Latin America
  • crm4.dynamics.com for Europe, Middle East and Africa
  • crm5.dynamics.com for Asia Pacific

• Server Port : indicates the web application port. Only when different from 80 (http) or 443 (https)

• Home realm url : used only with IFD. If external STS provider is required

• Authentication

  • Windows Integrated Authentication (OnPremise only)
  • Or custom authentication (All deployment types. For IFD and Online, specify only Login and Password)

Click on "Get Orgs." button to retrieve a list of organization you have access to with the above credentials. Select the organization you want to connect to

If you need extra timeout for long running process, update the timeout value in the format HH:mm:ss

Click on "OK"