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Microsoft Dynamics CRM (Archived)

How to set up and use XrmToolBox?

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Posted on by 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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I have the same question (0)
  • Suggested answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    organization url is the url of your instance, something like yourtrialname.crm.dynamics.com

    after in the next window you can put the username and password

  • Peter Cong Profile Picture
    137 on at

    [quote user="Guido Preite"]

    organization url is the url of your instance, something like yourtrialname.crm.dynamics.com

    after in the next window you can put the username and password

    [/quote]

    But my trial version url like this: xxx@xxxxx.onmicrosoft.com, and I tried it, it can not be recognized.

    any idea? thanks

  • Suggested answer
    Guido Preite Profile Picture
    54,086 Moderator on at
    the @onmicrosoft.com is the username of your trial. Open the trial and in the address bar of your browser you can see the url
  • Suggested answer
    Charles Abi Khirs Profile Picture
    3,569 on at

    Hello,

    1. Mainly the URL will be test1.crm4.dynamics.com (Make sure by entering it in your browser)

    2. In the next step you can enter test1@test1.onmicrooft.com in your username and your password.

  • Peter Cong Profile Picture
    137 on at

    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

  • Peter Cong Profile Picture
    137 on at

    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.

  • Suggested answer
    Charles Abi Khirs Profile Picture
    3,569 on at

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

    81060.1.png

  • Peter Cong Profile Picture
    137 on at

    [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

  • Charles Abi Khirs Profile Picture
    3,569 on at

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

  • Peter Cong Profile Picture
    137 on at

    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

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