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Connect to Dynamics CRM Online

How to Connect to Dynamics CRM Online and Import or Migrate or Export Data?


30 November 2012

Step 1 : Get the correct connection details

To Connect to Dynamics CRM 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

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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

Step 2: Select the Microsoft Dynamics CRM 2011/2013 Connector

Enter the url into the CrmServerUrl property of the Provider and choose Federated.

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Step 3: Select you organisation name

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.

Step 4: Select the entity you want to synchronise with

Choose an Entity to work with from the Entity Drop-down and click OK.

You should now have a connection to Microsoft Dynamics CRM Online.

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Troubleshooting

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.

 

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On Windows 8 or Server 2012 you can install WIF via Windows Features or the Command Line

 

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Or Via the Command Line

dsim /online /Enable-Feature:Windows-Identity-Foundation


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