Connect to Dynamics CRM 2011 Online

30 November 2012

To Connect to Dynamics CRM 2011 Online with Data Synchronisation Studio you will need the URL to your CRM Environment. For example one test environment of ours is at https://simegoltd.crm4.dynamics.com for data sync you need to remove the Organisation name part so this becomes https://crm4.dynamics.com.

URL

This environment is pre-Office 365 Integration therefore if you have CRM Linked to your Office 365 Environment on one of the E plans then the Url will most likely be https://crm.dynamics.com.

You then Enter this into the CrmServerUrl property of the Provider, For CRM Online with LiveId choose the LiveId Authentication Provider, for Office 365 Choose Federated.

Connect

Next Enter your credentials under Authentication and then Choose your Organisation name from the Drop-down this might take a little while as it discovers the Organisations that are linked to your account.

Credentials

Next Choose an Entity to work with from the Entity Drop-down.

Entity

Then Click OK to connect.

Data Source A

Issues

If you get an error message when you try to connect that the system cannot load the Microsoft.IdentityModel assembly then you need to install the Windows Identity Framework (WIF) then re-start Data Sync for the changes to take affect.

Error

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