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Microsoft Dynamics 365 Extensions Cookbook by Rami Mounla

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How to do it...

  1. Navigate to https://integrator.lcs.dynamics.com/DataLoader/Index.
  2. Click on Sign in and log in using your Office 365 credentials.
  3. Log in using your Office 365 credentials.
  4. Click on CRM Connections as shown in following diagram:
  1. In the CRM Connections page, click on the + sign and enter the following details:
    • CRM Username: <your Dynamics 365 username>
    • CRM Password: <your Dynamics 365 password>
    • Then, click on Fetch CRM instances.
  1. Once the instances are loaded, select the correct instance you want to connect to and click on Create:
  1. Wait until the connection status in the CRM Connections page turns to Running:
  1. Back ...

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