Rajeev Pentyala – Microsoft Power Platform

Below are few things to ponder, when you are new to CRM and moving from “onpremise” to “online”.

Device registration

• Its very important to get your device registered to connect to CRM online.
• We need to specify the device credentials many places (for example, credentials are must when you use “crmsvcutil.exe” to generate wrapper class etc…)
• We use “deviceregistration” tool which comes with SDK (sdk\tools\deviceregistration\bin\Debug\DeviceRegistration.exe) to generate device credentials
• Open the command prompt and use the command “deviceregistration.exe /operation:Register” to generate the credentials

Device Registration

• Once you generate the credentials, they get saved in a note file under C:\Users\username\LiveDeviceID
• Also you can get the credentials by using, the command “deviceregistration.exe /operation:Show”

Registering Plugin

• While connecting to your online organization using plug-in registration tool, provide
  • Discovery URL – https://disco.crm5.dynamics.com  (Common for all organizations)
  • User Name      – your office 365 admin id

Connect CRM online using Plugin Reg tool

• Refer MSDN Article to how to use plug-in registration tool

Using “crmsvcutil” with online

• To generate an early bound class in CRM 2011 online using “crmsvcutil.exe”
  • Your device should be registered to connect to online CRM. Use the “Deviceregistration” tool register the device (Refer Device Registration section)
  • Open command prompt and point to “crmsvcutil.exe” tool which comes with SDK (sdk\bin\crmsvcutil.exe)
  • Provide the command to generate wrapper

CrmSvcUtil.exe /url:https://crm-org-name.crm.dynamics.com/org-id /username:user-wlid-email /password:user-wlid-pwd

/deviceid:user-defined-deviceid /devicepassword:user-defined-devicepwd” /out:”Xrm.cs” /namespace:Xrm

• Refer MSDN article to how to use crmsvcutil tool

Fetch Based Reports

• Connection string
  • To generate reports with CRM online, you have to provide connection string in below format
    • https://{Org_Name}.crm5.dynamics.com;{ Org_Name }

Fetch XML Connection String