Connect to CRM

Nov 26, 2011 at 10:26 PM

Hi,

I've downloaded your app and tried connecting up to several different CRM Online organizations. I've tried several different permutations of the fields in the Connect to CRM dialog but can't get it to sign in. I couldn't find documentation on the format of the CRM Server URL and CRM Organization Name fields.

For example, if my CRM Online URL is https://foo.crm.dynamics.com, is that the same as what you refer to as the CRM Server URL? If so, is the CRM Organization Name what's referred to in CRM as the "organization unique name"? I assumed that's what they were but tried them and couldn't get them to work.

Any guidance would be appreciated since it sounds like your app would be really useful. Thanks in advance!

Richard Knudson

 

 

Dec 7, 2011 at 5:50 PM

I was having the same issues with CRM 2011 Online but got it to work.  First I had to delete the LiveDevice.Xml file in C:\Users\<yourname>\LiveDeviceID as I had been using other applications and this code tries to use this xml file and will fail.  I regularly delete this file when using different utilities or WLID and solves lots of issues.

In the CRM Server I replaced http://server with https://mydemo.crm4.dynamics.com and put "mydemo" in the org name - I did not use the Organization Unique  name.  I put my WLID in the user name and password and it is all working.  Nice tool.

Dec 16, 2011 at 9:00 PM

We are having similar issues as above

 

We are using the full URL for the CRM2011 Online

 

https://foo.crm.dynamics.com

But the organization name of foo did not work neither did the name that appears in the upper right corner. Our organization name has spaces.

 

Shouldn't this load the set of orgs available to the WLID rather than have you hard code the organization name into the box. Would make this less error prone.

 

Looking forward to connecting to our CRM2011 online tool.

Dec 28, 2011 at 6:29 PM

Hi.

I'm having the same problem. Our organization name has spaces in, whereas the URL doesn't.

I've tried using the org ID with and without spaces to no avail.

 

Any answers yet?

Thanks.

Dec 30, 2011 at 12:52 PM

I have tried to connect to our hosting server which uses claim based authentication, but no matter how i log in, i don't seem to be able to.

we use https//

Has anyone else seen this behavior

 

Thanks

 

 

Jan 9, 2012 at 9:16 PM

I two have am having the below problem please let me know if it has been solved

 

I have tried to connect to our hosting server which uses claim based authentication, but no matter how i log in, i don't seem to be able to.

we use https//

Has anyone else seen this behavior

Jan 13, 2012 at 8:26 PM

Same problem here...have a hosted solution and unable to connect (even though the unique name is without spaces but starts with a capital letter)...

Using https://...

Jan 28, 2012 at 3:34 PM

Hmmm...I took another run at this today, and I think I actually got it to work. Here's what I did:

  1. Deleted the liveid file following janett's instructions above in the thread.
  2. In the connections dialog, I used the full url of my crm online org: https://foo.crm.dynamics.com
  3. in the organization name, i used foo, not the unique org id
  4. supplied windows live id and password.
  5. At first it did not work (maybe I mistyped password or something), and I couldn't get the correct settings to work.
  6. Shut down the application, reloaded it, and made sure everything was correct, and it worked.

To summarize, use this as an example to connect:

  • CRM Server URL: https://foo.crm.dynamics.com
  • CRM Organization Name: foo
  • Login: <your windows live id)
  • Password: <your windows live password>

If you get an error at first, close the app and reload it.

One minor issue was once I was signed in correctly I didn't get a confirmation or anything. But the Open button on the ribbon was available. When I clicked it, I had to connect up again, which seemed odd. But once I did that, I was able to get the list of my entities and so forth.

Good luck!

 

 

 

Apr 3, 2012 at 8:23 AM

I tried all the above but still could not get a connection to our CRM Online instance via the visual ribbon editor. So I tried the other ribbon editor (by TanGuy92) and I got an error message back 'email address not verified'. I verified the email address and it worked!

So that could be something else to consider I guess if you are still struggling with this.

Apr 3, 2012 at 8:45 AM

I used this last week against two different 2011 Online organizations and it works fine for me to connect by following richardknudson's instructions above.  I do find with all of these kind of tools that run against 2011 Online that sometimes the authentication fails (timeout perhaps) and you just have to try again. 

@James - what error are you getting?  As richard pointed out, there isn't anything to say you are connected but the Open button is available.

One thing I noticed with this tool is that I added a new button with a tooltip, I could not edit that tooltip later. So I still had to export the solution, modiify the xml and put it back but at least most of it was there.

Apr 3, 2012 at 9:00 AM

Well I'm not getting any errors now, but I was getting a generic error along the lines of unable to connect to crm.

The error message from the other ribbon tool meant I could see that I needed to verify my Windows Live email address. Once I had done this I was able to connect with both ribbon tools without error. So I posted this just in case others may be experiencing the same problem.

Apr 19, 2012 at 1:40 PM

Has anyone else seemingly followed all of the steps that Richard has clearly laid out, but still get a "Failed to Connect to CRM" error?  I'm still struggling to get past this and just cannot seem to get the right combination of field values.  Any ideas?

Apr 19, 2012 at 2:49 PM

@jlockard - are you trying to connect to CRM Online?  I used this again today with a new CRM 2011 Online organisation and it worked fine.  Can you tell us the details you are trying to use?

Apr 19, 2012 at 2:52 PM

The key step for me was the first one: I noticed that every time after using the editor, a new liveid file would be created. If I delete it every time before using the editor, I could connect; if not, I couldn’t.

Make sure you delete that file; in my case I could connect consistently provided I did that.

Richard Knudson | VP, Dynamics CRM Practice

Microsoft® Most Valuable Professional (MVP)

Magenium Solutions, L.L.C. | 240 E. Willow Ave, Suite 103 | Wheaton, IL 60187

c. 630.666.7667

One of the Top 5 Dynamics CRM blogs, according to MSDynamicsWorld: www.DynamicsCRMTrickBag.com

LinkedIn: www.linkedin.com/in/richardknudson

Twitter: http://twitter.com/richardknudson

YouTube: http://www.youtube.com/richardknudson

From: jlockard [email removed]
Sent: Thursday, April 19, 2012 7:40 AM
To: Knudson, Richard
Subject: Re: Connect to CRM [crmvisualribbonedit:280929]

From: jlockard

Has anyone else seemingly followed all of the steps that Richard has clearly laid out, but still get a "Failed to Connect to CRM" error? I'm still struggling to get past this and just cannot seem to get the right combination of field values. Any ideas?

Apr 19, 2012 at 7:42 PM

Janet, Richard - Thanks for your prompt responses!  I am using CRM 2011 Online.  And, I have made sure that the c:\users\jlockard\LiveDeviceID folder is empty before hand. 

The URL for my org is:  https://gpstrategiestest.crm.dynamics.com

For the CRM Organization Name, I tried using GPStrategiesTest and gpstrategiestest.

I'm using valid credentials for my WLID - one that I use to log into the CRM instance via the browser.

See anything that I am gooning up?  Thanks again for your assistance!

Jeff

Apr 23, 2012 at 11:23 AM

THX richard and janette! :)

May 1, 2012 at 3:22 PM

Has anyone gotten this working for CRM on-premises?

I am unable to connect. I tried to follow Jenette's directions but there is no LiveID file at that location.

I was getting a generic "Failed to Connect to CRM" message but this last attempt gave me "Testing Connection..." which hasn't returned after a couple of minutes.  I tried both my AD logon ad my LiveID.

 

May 1, 2012 at 4:26 PM

We've got it connecting now for on-premises:

  • CRM Server URL: https://servername/
  • CRM Organization Name: OrganizationName (no spaces)
  • Login: domain/AD userid 
  • Password: AD password 

     

  • May 4, 2012 at 5:37 PM

    For on-premise you might need to install WIF:

    http://www.microsoft.com/en-us/download/details.aspx?id=17331

    Jun 8, 2012 at 2:43 PM

    Has there been any updates or details for connecting to MSCRM 2011 using Office365? I can connect to CRM 2011 Online Live accounts but not when using O365.

    Jun 27, 2012 at 6:40 PM

    As highlighted by mbogan - this otherwise excellent tool does not seem to work with Dynamics CRM Online installations provided via Office 365. I've ended up with 2 installations to support. One is direct Dynamics CRM Online accessed via Windows Live ID's and all works well (after taking note of the connection issues discussed above). The other is provided via Office 365 and I cannot use the tool with this one. Frustrating!

    Would dearly love to be able to use Visual Ribbon Editor 2011 with Office 365 installs.

     

     

    Aug 23, 2012 at 10:09 AM

    Hi All,

    I am using

  • CRM Server URL: https://ABC.crm5.dynamics.com
  • CRM Organization Name: ABC
  • Login: xxx.onmicrosoft.com
  • Password: AD password 

    I am not able to connect.

    Kinldy help

  • Sep 7, 2012 at 12:26 PM

    Is there going to be an update to work with O365? All new CRM Onlines now use this, this tool cant be used with them at the moment?!

    Sep 7, 2012 at 9:23 PM

    I got this working for O365 today.  I downloaded the sourcecode and did the following:

    Replace crmservicehelpers.cs and deviceidmanger.cs with those from latest sdk

    Replace (or add) references to Microsoft.IdentityModel, System.Directoryservices.AccountManagement, Microsoft.crm.sdk.proxy, and Microsoft.xrm.sdk

    Recompile.

    In the connection I used:

  • CRM Server URL: https://ABC.crm.dynamics.com
  • CRM Organization Name: ABC
  • Login: mylogin@abc.onmicrosoft.com
  • Password: <password>
  • Mar 8, 2013 at 10:24 AM
    Edited Mar 8, 2013 at 10:25 AM
    Hi Jannet ,

    Can you please upload your solution that works with office 365 ID's to connect with Visual ribbon editor.

    I am using Office 365 ID : bfsadmin@bfsadmin.onmicrosoft.com to connect with visual ribbon editor , but unable to work with Visual ribbon editor as I am getting error .

    I have already cleared my Live Device Id folder as per above instruction in one of the comments.

    Thanks in advance.
    Mar 8, 2013 at 10:28 AM
    Hi Jannet ,

    Can you please upload your solution that works with office 365 ID's to connect with Visual ribbon editor.

    I am using Office 365 ID : bfsadmin@bfsadmin.onmicrosoft.com to connect with visual ribbon editor , but unable to work with Visual ribbon editor as I am getting error .

    I have already cleared my Live Device Id folder as per above instruction in one of the comments.

    Thanks in advance.
    Mar 8, 2013 at 2:52 PM
    Raj,
    My changes are based on an older code set but you are welcome to try:

    http://sdrv.ms/YHjLLv

    This works for me with:
    •CRM Server URL: https://ABC.crm.dynamics.com
    •CRM Organization Name: ABC
    •Login: mylogin@abc.onmicrosoft.com
    •Password: <password>


    So you would use:
    •CRM Server URL: https://bfsadmin.crm.dynamics.com
    •CRM Organization Name: bfsadmin
    •Login: bfsadmin@bfsadmin.onmicrosoft.com
    •Password: <password>
    Marked as answer by EvgenijM on 5/8/2014 at 2:22 PM
    Apr 14 at 4:19 PM
    I'm on-premise and wasn't able to connect following the above directions. I'm running Win8.1 and had to enable Windows Identify Foundation 3.5 first then reboot. After that I was able to connect with no problems.

    Here's a link on how to enable WIF 3.5

    Hope that helps.
    Developer
    Apr 15 at 4:27 AM
    Edited Apr 15 at 4:28 AM
    Thanks for your feedback!
    System requirements are stated in Documentation section, but I have added them to the Downloads page as well.
    Hope it will help to clear the confusion in future.

    Regards!