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Initialization Error: CRM Online, BIDS custom report, Office365 credentials

Issue: You have Office365 account and you getting error connecting to CRM Online from BIDS to write your custom FetchXML report: IntializationFailure —————————- An authentication error occurred while connecting to server Make sure that the connection string and credentials are correct, and try again. Solution: 1) It is not very obvious – but you will need to install “Microsoft Online Services Sign-In Assistant for IT Professionals RTW” to route correctly your requests to Discovery server designated for Office365 users 2) Then in the Connection string of your FetchXML data source – you will have to type the following;your_unique_orgname; (this Discovery server address is for North American Office365 accounts) 3) your_unique_orgname – is located in CRM: under Settings –> Customizations –> Developer Tools Hope this will save your time This solution was found thanks to Peter Moss’ article

About Dynamica Labs

Dynamica Labs is one of the oldest Dynamics CRM Partners and one of a very few companies with ISO 9001 Quality Management System certification for Dynamics CRM project delivery services.

For over 15 years we have been focused on 3 key CRM project goals: delivering measurable business results, following a cost-effective approach, providing the highest quality standards. Over the course of these years, we've taken part in hundreds of projects from SMEs to blue-chip global companies.

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