Use discovery service

To retrieve all organizations from a server, do the following:

1. Enter the Discovery service URL.

   Note

   • You can specify complete URL (for example, http://<server name>/XRMServices/2011/Discovery.svc) or just the server name (for example, http://<server_name> for Discovery service URL.

   • If the Allow all system setting is not enabled, you can only enter a Discovery service URL that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted. See Whitelist a web service URL or a database connection string

2. Enter the User name, Password and Domain.

   All organizations from the selected server appear on the Organization list.

3. Select the organization on the Organization list.

Enter manually

To enter the CRM organization details manually, do the following:

1. Enter the server name or IP address in the Server name / IP field.

   Note If the Allow all system setting is not enabled, you can only enter a Server name / IP that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted.

2. Enter the Port number.

3. To have a secure (https) connection, select Is secure.

4. Go to CRM Server, copy the organization name and paste it in the Organization field.

   The specified CRM organization appears on the Dynamics CRM page.

5. Enter the User name, Password and Domain.