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28 Aug 2014

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

MS Dynamics and Office 365

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

https://abcd.crm.dynamics.com/XRMServices/2011/Discovery.svc.

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

http://www.microsoft.com/en-us/download/details.aspx?id=27823

2) Then in the Connection string of your FetchXML data source – you will have to type the following

https://disco.crm.dynamics.com;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
http://fetchxml.blogspot.co.uk/2012/09/initializationfailure-whilst-trying-to.html#comment-form

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