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 and 2015

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 Click on "OK"