XrmToolBox is a versatile tool used for configuring and customizing model-driven CRM apps. In addition to these functions, it can perform a variety of other operations with ease.
Follow the below steps to connect D365 to XrmToolBox:
Step 1: Click on Manage connections in XrmToolBox for Microsoft Dataverse and Microsoft Dynamics 365.
Step 2: It will open a pop-up of Connection Manager, which shows all existing D365 connections; click on New Connection to connect with a new D365 account.
Step 3: Now, it will open a pop-up to choose the connection method as of now; click on Microsoft Login Control in New Connection.
Step 4: It will open a pop-up for New Connection; now click on Open Microsoft Login Control.
Step 5: Now choose Office 365 as we want to connect XrmToolBox with D365 online. Then select Show Advanced. It will show three fields:
1. Online Region: Select Don’t Know
2. Username: Provide D365 account user name
3. Password: Enter the password of the D365 account
After filling above details, click on the Login button.
Step 6: On click of the Login button, it will open a window that shows that the D365 account connection is valid. Give a suitable name to that D365 connection, then click on the Finish button.
Step 7: After successfully connecting the D365 account to XrmToolBox, it will appear in the connection manager list.
So this is how users can connect D365 to XrmToolBox.
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