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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to set up and use ...
Microsoft Dynamics CRM (Archived)

How to set up and use XrmToolBox?

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Posted on by Peter Cong 137

I have my new Microsoft Dynamic 365 for Customer Engagement trial version downloaded and working well.

Now, I also downloaded XrmToolBox and trying to connect to my CRM trial version,

but it is failed to connect to it, does anybody have any experience how to connect successfully and show me how it works?

Please see my screenshot below, the real Organization url is the URL I used to register my trial version, but there is no Password field for me to create connection here, any idea here?3480.xrmtoolbox.png 

I am wondering if the XrmToolBox doesn't work in trial version, can anybody confirm it?

thanks

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  • Suggested answer
    Michael.Matsiy Profile Picture
    Michael.Matsiy 59 on at
    RE: How to set up and use XrmToolBox?

    You can also check the organization name in the Settings -> Customizations -> Developer resources

    Try to put user name like <your domain>\<user name>

    Check the language when put the password

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: How to set up and use XrmToolBox?

    Hi ,

    See below screenshot-

    x4.png

    x2.png

    x3.png

    x4.png

    x5.png

    x6.png

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at
    RE: How to set up and use XrmToolBox?

    Hi Peter,

    Assuming you entered, URL, username, and password correct, your error message seems to indicate that you are using an older version of the tool/.net that does not support TLS 1.2 for HTTPS connection

    Could you please check the version first?

    40043.Untitled.png

    ScreenClip-_5B00_420_5D00_.png

    Could you please make sure you downloaded the latest version of the tool from this link

    [View:https://www.xrmtoolbox.com/:750:50]

    ScreenClip-_5B00_414_5D00_.png

    If the tool version is latest and if you are still getting this error, I would first check what version of .NET your machine has.

    Note: When you download, if your OS is Win10, the zip file will be blocked, make sure you unblock before you unzip the file

    40043.Untitled.png

    Let us know if you still have the issue after trying the above

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: How to set up and use XrmToolBox?

    1. Make sure you entered the correct credentials

    2. Make sure yiu have downloaded the latest xrmtoolbox with the latest crm dlls

  • Peter Cong Profile Picture
    Peter Cong 137 on at
    RE: How to set up and use XrmToolBox?

    Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose 16 03/04/2019 10:37:51 AM  Initialize CRM connection Started - AuthType: Office365

    Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information 8 03/04/2019 10:37:51 AM  Using User Specified Server

    Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information 8 03/04/2019 10:37:51 AM  DiscoverOrganizations - Initializing Discovery Server Object with disco.crm3.dynamics.com/.../Discovery.svc

    Microsoft.Xrm.Tooling.Connector.CrmServiceClient Verbose 16 03/04/2019 10:37:51 AM  DiscoverOrganizations - attempting to connect to CRM server @ disco.crm3.dynamics.com/.../Discovery.svc

    Microsoft.Xrm.Tooling.Connector.CrmServiceClient Error 2 03/04/2019 10:37:53 AM  Unable to connect to CRM: The remote name could not be resolved: 'disco.crm3.dynamics.com'

    Source : System.ServiceModel

    Method : Retrieve

    Date : 03/04/2019

    Time : 10:37:53 AM

    Error : Metadata contains a reference that cannot be resolved: 'disco.crm3.dynamics.com/.../Discovery.svc;sdkversion=9'.

    Stack Trace : at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)

      at System.ServiceModel.Description.MetadataExchangeClient.ResolveNext(ResolveCallState resolveCallState)

      at System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(MetadataRetriever retriever)

      at Microsoft.Xrm.Sdk.Client.ServiceMetadataUtility.RetrieveServiceEndpointMetadata(Type contractType, Uri serviceUri, Boolean checkForSecondary)

      at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1..ctor(Uri serviceUri, Boolean checkForSecondary)

      at Microsoft.Xrm.Sdk.Client.ServiceConfigurationFactory.CreateManagement[TService](Uri serviceUri, Boolean enableProxyTypes, Assembly assembly)

      at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.CreateAndAuthenticateProxy[T](IServiceManagement`1 servicecfg, Uri ServiceUri, Uri homeRealm, ClientCredentials userCredentials, ClientCredentials deviceCredentials, String LogString, CrmLogEntry logSink)

      at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.DiscoverOrganizations(Uri discoveryServiceUri, Uri homeRealmUri, ClientCredentials clientCredentials, ClientCredentials deviceCredentials, CrmLogEntry logSink)

      at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.QueryLiveDiscoveryServer(Uri discoServer, Boolean useGlobal)

      at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.FindCrmOnlineDiscoveryServer(CrmOnlineDiscoveryServers onlineServerList, Boolean useO365Servers)

      at Microsoft.Xrm.Tooling.Connector.CrmWebSvc.InitCRM2011Service()

    ======================================================================================================================

    Inner Exception Level 1 :

    Source : System

    Method : GetResponse

    Date : 03/04/2019

    Time : 10:37:53 AM

    Error : The remote name could not be resolved: 'disco.crm3.dynamics.com'

    Stack Trace : at System.Net.HttpWebRequest.GetResponse()

      at System.ServiceModel.Description.MetadataExchangeClient.MetadataLocationRetriever.DownloadMetadata(TimeoutHelper timeoutHelper)

      at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)

    ======================================================================================================================

    Microsoft.Xrm.Tooling.Connector.CrmServiceClient Error 2 03/04/2019 10:37:53 AM  Unable to Login to Dynamics CRM

    Microsoft.Xrm.Tooling.Connector.CrmServiceClient Error 2 03/04/2019 10:37:53 AM  Unable to Login to Dynamics CRM

    Source : Not Provided

    Method : Not Provided

    Date : 03/04/2019

    Time : 10:37:53 AM

    Error : Unable to Login to Dynamics CRM

    Stack Trace : Not Provided

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: How to set up and use XrmToolBox?

    What are the details when you click Open Logs folder link?

  • Peter Cong Profile Picture
    Peter Cong 137 on at
    RE: How to set up and use XrmToolBox?

    [quote user="Charles Abi Khirs"]

    The is URL as per the below image (you URL might be different: https://test1.crm.dynamics.com)

    box1.png

    [/quote]

    Yes, you are right, after I entered my URL, I got next screen so I can enter my ID and password, but after entering my ID and password, I got failed result,

    Did I use the wrong ID?  which is the trial version id I used.

    box1.pngbox2.png

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: How to set up and use XrmToolBox?

    The is URL as per the below image (you URL might be different: test1.crm.dynamics.com)

    81060.1.png

  • Peter Cong Profile Picture
    Peter Cong 137 on at
    RE: How to set up and use XrmToolBox?

    Yes, I can see my url from my user profile area, it is something like: xxxxx@xxxxxxx.onmicrosoft.com which is the ID I used to login the trial version every time.

  • Peter Cong Profile Picture
    Peter Cong 137 on at
    RE: How to set up and use XrmToolBox?

    No, I tried it in Organization url: "test1.crm4.dynamics.com", and then press Next, I got same error message, I won't have chance to enter test1@test1.onmicrosoft.com in next step

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