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XrmToolBox is commonly used tool in the daily Dynamics 365 CE activities. You can connect to Online CE Organization in different ways.
In this article, I will explain the steps to take to connect to XrmToolBox using Cliend Id and Secret for Dynamics 365 CE Online.
Follow the below steps to do the same.
Pre-requisiteL
Application Id and Client Secret is required.
Go through the below two articles for Registering an App in Azure and creating an Application user in Dynamics 365 CE.
- How to Register an App in Azure Active Directory for Dynamics 365 CE Online? (Step 7 and 11 for Application ID and Client Secret Value)
- How to create an Application user in Dynamics 365 CE Online?
If you already have Application ID, Client Secret and Application user then go to Step 1.
Step 1
Open XRM Toolbox. Click on Connect.
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Step 2
Click on New Connection.
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Step 3
Click on Client Id / Secret.
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Step 4
Provide the CE Environment URL and click on Next.
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Step 5
Provide Client Id (Application Id) and Client Secret.
Click on Connect.
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XrmToolBox is trying to connect to Dynamics 365 environment.
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Step 6
Provide the name of this new connection and click Finish.
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Step 7
Click on Connect to see your Dynamics environment in the connections list.
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I hope you have successfully connected to Dynamics 365 CE environment using Client Id and Secret in XrmToolBox.
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