Preparing Dynamics CRM

For Dynamics CRM connection you’ll need a number of parameters including URL and administrator username/password.

Organization URL

Dynamics CRM URL from the browser address box. E.g. https://server/org or https://org.crm.dynamics.com. The URL must contain Organization Name and do not contain trailing slash and “aspx” resource name.

Office365 example:

On-premise example:

Organization Service

Organization Service URI. Sign in to your CRM organization and click Settings, Customization, Developer Resources. On Developer Resource page, find the organization service address.

Office365 example:

On-premise example:

Note: If Organization Service parameter is not specified then Synchronizer composes it from Organization URL in the form:

<organization url>/XRMServices/2011/Organization.svc

So, in most cases Organization Service can be left blank for on-premise server connections.

Server Version

Dynamics CRM version.

Endpoint Type

Identifies the type of identity provider used for authentication.

  • None - No identity provider.
  • ActiveDirectory - An Active Directory identity provider.
  • Federation - A federated claims identity provider.
  • LiveId - A Microsoft account identity provider.
  • OnlineFederation - An online (Office 365) federated identity provider.

ActiveDirectory endpoint is usually used by on-premise deployments where Active Directory server performs user authentication.

Office365 CRM instances use OnlineFederation endpoint.

Domain

The domain that will verify user credentials. Enter domain name for on-premise CRM instances and leave it empty for Microsoft Dynamics CRM online instances (like Office365).

User

Name of the Dynamics CRM user with System Administrator security role. Do not use a domain prefix for this name, for example “Administrator” - correct, “DOMAIN\Administrator” – incorrect.

Password

The password for the user.

Example: Office365 connection settings

  Connection Parameter        Value
  ----------------------------------------------------------------
  Organization URL     | https://organization.crm4.dynamics.com
  Organization Service | https://organization.api.crm4.dynamics.com/XRMServices/2011/Organization.svc
  Server Version       | Dynamics2011
  Endpoint Type        | OnlineFederation
  Domain               | 
  User                 | administrator@organization.onmicrosoft.com
  Password             | **********

Example: On-premise connection settings

  Connection Parameter        Value
  ----------------------------------------------------------------
  Organization URL      | http://dynamics.contoso.com/organization
  Organization Service  | 
  Server Version        | Dynamics2011
  Endpoint Type         | ActiveDirectory
  Domain                | contoso.com
  User                  | Administrator
  Password              | **********

Getting User Names

You’ll need user names to request and use synchronizer license. To get a user name

  1. Sign-in to Dynamics CRM organization

  2. Go to Administration > Users

  3. From the list of enabled users select the user

  4. Remember value of the User Name field in Account Information section