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

Connect with XrmToolBox after version 1.2015.12.20

With this new version, the connection is established using a connection wizard. All you have to do is to paste the url displayed in your browser (when you navigate on your Microsoft Dynamics CRM organization) on the first page of the wizard. You can also specify if the wizard should use your current credentials or not, and what timeout you want for the connection.

Please note that the organization is always expected to be included in the url. For OnPremise deployment with only one organization, the organization name is still required (eg. http://localhost/orgname)

Depending on the url you entered, some additional pages are displayed to gather additional information such as your credentials.

When the connection is established, you are prompted to provide a name for this new connection. If you don't provide a name, the connection is still established and you can work with it on XrmToolBox but it won't be saved in the connection list.

Connect with XrmToolBox before version 1.2015.12.20

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"