New Discovery URI for O365 CRM Online

The other day I was going through the process of writing a plug-in for a Microsoft Dynamics CRM Online client. When it came to connecting the Plugin Registration Tool to their online tenant it reminded me to share this piece of wisdom so that you won’t go on a wild goose chase or second guess your CRM knowledge.

Then trying to connect you must give some basic info so that the tool can authenticate to your Online tenant. Something that Microsoft hasn’t communicated very clearly to CRM Online customers is that the authentication method has changed between January and July of 2013 depending on when your tenant was scheduled to convert over to use the O365 authentication from the old Live ID method.

Now, back to the connection info. The following screen shows the connection info for the Plugin Registration Tool (also used on the Developer Toolkit for connecting to CRM Explorer; and likely other common tools). For the discovery service, you will need to change your URI from the old way when it was Live ID authentication:

OLD WAY:

old-live-id-auth-crm
If you try to perform the above, you will surely get the famous authentication failed message.  Just truncate the discovery URI as depicted and you’ll surely connect.

Note the my example below uses the un-federated domain that O365 assigns your AD when you sign up; thus the “username@org_name.onmicrosoft.com” versus if your domain is federated it would look something like “username@domain.com” for the User Name.

The following picture shows the correct discovery URI to authenticate using O365 authentication.

CORRECT WAY:

new-o365 auth-crm

Hopefully this helps save you time.  Until next time, happy CRMing.

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About xrmaaron

Devoted to sharing the passion for changing the world one solution at a time using technology. Insightful info, articles and scenarios focused on how technology can solve any challenge. As a child, I always would seek the meta-meaning of the world around me. As an adult, not much has changed. Those who know me know that my passion for Dynamics CRM as a solution platform runs deep. When positioned correctly, Dynamics xRM can solve any challenge. I’m constantly thinking in terms of how repeatable frameworks can solve challenging opportunities. My goal is to share my passion with you as we travel through our journeys. As an expert Microsoft Dynamics CRM practitioner that possesses the rarely understood intersection of technology and function, I have deep experience extending, customizing, configuring and deploying the Dynamics CRM platform, Microsoft Enterprise stack, and cloud. I’m a certified Microsoft Dynamics CRM and Sure Step practitioner. As a business owner, I am involved in building, diversifying and positioning BusiPlanIT to help clients adopt and leverage the Microsoft cloud and solution stack to its fullest. Everyone on our team radiates passion and confidence in the Microsoft and cloud technologies to solve any requirement. We’re all in! When I’m not working on business activities, solving customer challenges or the next great idea, I enjoy spending time with my family, running, gardening, baseball, wine tasting, helping others succeed and learning new technologies.

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