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XRMToolBox: How to Connect an Environment

Heidi Neuhauser November 10, 2025 Video

UG Expert and Microsoft MVP Heidi Neuhauser reviews the XRMToolBox after discovering that many users are unfamiliar with the resource. She explains how to connect an environment.

Key Takeaways

  • Getting started: XRMToolBox is a free, community resource that assists CRM users with the product. Access the resource by visiting xrmtoolbox.com and download it.
  • Connecting environments: The first thing to do is connect to an environment. To do this, click the Connect button, enter your credentials to log in, choose your environment, and confirm authentication.
  • Best practice: As a best practice, Heidi advises starting in the sandbox to test changes before moving them to production, connecting to the desired environment, logging in, and saving the connection for easy access later.
  • Completing the setup: Select “Finish” to complete the setup, and your instance will be connected to XrmToolBox, ready for the next step of learning how to use and manage tools.
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