If you already connected to a CRM deployment using my tools, you should have a list of saved connections when using my tools
If you didn’t already connect to a deployment or would like to create a new connection, just click on the button “Create new connection”. The connection dialog appears. Follow the instructions below.
To set a connection to a CRM environment, you need to fill several information:
After having filled all these information, you can click on the button "Get Orgs." to obtain the list of organization that can be selected regarding the current credentials provided.
Select an organization and click on the button "OK"
The program checks the information provided and attempt to authenticate the user against the selected organization.
Bravo! you are connected
Note: When a connection succeed, the settings are saved in a file named mscrmtools2011.config. This file can be shared across all my tools. Just put all of them in the same folder |
Samples
OnPremise configuration with Windows Integrated Authentication
OnPremise configuration with custom credentials
IFD configuration
CRM Online configuration