XrmToolBox Tool is a community-driven useful tool for Dynamics 365 CRM. It makes many administrative and customization works easy. Administrators and System Customizers can have better control over Dynamics 365 using this tool which would be otherwise difficult using the default features of Dynamics 365. The community publishes various add-ons or tools in XrmToolBox regularly.
Usage of the tools in XrmToolBox is straightforward and intuitive once you set up the connection to your Dynamics 365 Instance. The connection mechanism varies from one type of environment to another depending on various types of implementation. This connection process may be a daunting work if you don’t know the exact one to follow. Permutation and combination of all the options may be challenging to try or time-consuming. XrmToolBox login is a one-time activity if the system and login configurations are the same in subsequent usages. Hence, it is highly possible that you will forget the last successful login option if you don’t document a successful login attempt. The XrmToolBox manual or user-guide for all types of login is there in the XrmToolBox website itself. However, you may face difficulty with Office 365 Login with two–factor authentication. So, this blog is intended to help you to crack the login in the single sign-on environment of Cloud-based (Online) Dynamics 365 CRM (CEP) and Office 365. This blog contains all the steps and information that you can follow to solve the said login issue as follows.
Key Features and Functionalities of XrmToolBox
XrmToolBox is a free Windows application that helps you work with Microsoft Dynamics 365 and Dataverse without writing code. It brings many small tools together in one place. You can connect to your Dynamics environment, pick the right tool for your task, build your own plugins, and keep everything up to date easily.
Connection Management
When you open XrmToolBox, the first thing you do is set up your connection. You can save links to many different Dynamics or Dataverse environments. Once you save a connection, you click it and instantly see your data and customizations. You can also share connection profiles with your team and have the app remember your last-used connection for faster access.
Key points:
- Store multiple environment connections securely
- Export and import connection profiles for team sharing
- Automatically reconnect to your last session on startup
- Support for OAuth, AD, and service account logins
Tool Library
XrmToolBox comes with a built-in library of over 200 community-built tools. It’s a one-trick business—it allows you, for instance, to peek at system fields, bulk-edit records, or remove dead items. Scrolling the list, you simultaneously can read the descriptions of the tools and install them in just several clicks. The library also shows the rating and comments, so you know what the majority of users considered to be the most useful.
Key points:
- Browse and search over 200 plugins by name or function
- Read short descriptions, ratings, and user feedback
- Install or remove tools without restarting the app
- Keep popular and essential tools at your fingertips
Plugin Development and Debugging
If a needed feature doesn’t exist, you can create your own plugin. XrmToolBox provides a simple C# template for Visual Studio. You connect to the current environment, add your logic, and build your plugin. Inside XrmToolBox, you can then load, test, and debug it. Error messages and logs help you fix issues fast. Finally, you package and share your plugin back to the community library.
Key points:
- Access a ready-to-use plugin template in C#
- Debug and test directly within XrmToolBox
- View detailed error messages and logs for quick fixes
- Package and contribute your plugin to the public library
Simple Installation and Updates
You’re up and running with XrmToolBox in no time: download a ZIP file or install one from an installer package. No other software or high-tech setup needed. When updated features or fixes arrive, XrmToolBox alerts you to the update badge. One-button action brings the core application and all your installed plugins up to date. You’ll never be hunting down downloads to bring your tools and security fixes current.
Key points:
- Simple ZIP download or Windows installer
- No prerequisites beyond .NET Framework
- In-app badge alerts for core and plugin updates
- One-click update for the app and all installed tools
With these characteristics, XrmToolBox becomes your one-stop Dynamics 365 and Dataverse daily activities workstation—no coding is required, yet just perfectly extensible once you need more oomph.
Steps to Connect XrmToolBox with Microsoft Dynamics 365 CRM
Step 1: Open “XrmToolBox” and close the “XrmToolBox Tool Library” pop-up screen.
Step 2: Click on ” Manage connections” in “XrmToolBox for Microsoft Dataverse and Microsoft Dynamics 365 (v1.2021.1.44)”.
Step 3: Click on “New connection (button)” in “Connections Manager”.
Step 4: Click on “SDK Login Control (button)” in “New connection”.
Step 5: Click on “Open SDK Login Control (button)” in “New connection”.
Step 6: Click on “Deployment Type: Office 365 (radio button)” in “CRM Login”.
Step 7: Click on “Display list of available organizations (check box)” in “CRM Login”.
Step 8: Click on “Login (button)” in “CRM Login”.
Step 9: Enter your User ID (Email ID) of the target CRM to connect in “Sign into your account”. The concerned user must have the appropriate authorization, ideally an Admin Role.
Step 10: Click Next in “Sign into your account”.
Step 11: Enter password of the user in “Sign into your account”.
Step 12: Click in “Sign in to your account”.
Step 13: Complete the two-factor authentication process, for this case it was verification over SMS in “Sign in to your account”.
Step 14: Once the login is successful, you will be given the following options to select the Organization as follows. Click to select the “Desired target environment/instance/organization of Dynamics 365 CRM” in “Starting Login Process. “ Then Click on “Login (button)”.
Step 15: Click on “Name (edit)” in “New connection” and give a suitable name for the connection to easily refer to next time you want to use this connection. Then click on Finish.
Hope these steps will be helpful for you to connect XrmToolBox with Dynamics 365. If you face any father issue or need any help, then you can leave us a comment below. Please share this article as much as possible so that it can reach everyone who needs it.
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