" MicromOne: How to Find and Manage Your Connections in XrmToolBox

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How to Find and Manage Your Connections in XrmToolBox

If you work with Microsoft Dataverse or Dynamics 365, XrmToolBox is undoubtedly your ultimate Swiss Army knife. However, as environments multiply—from development and testing to production—managing your connections can quickly become overwhelming.

Whether you need to move your saved environments to a new computer or you are simply trying to find where XrmToolBox stores your credentials, this quick guide has got you covered.

Finding Connections Inside the App (The Easy Way)

When you launch XrmToolBox, accessing your environments is straightforward:
  • The Connect Button: Look at the top-left corner of the main toolbar. Clicking "Connect" opens the Connection Manager window.
  • Organization: From here, you can select an existing environment, edit connection properties, or click "New Connection" to link a new Dataverse environment using OAuth, Client Id, or Connection Strings.

Where is the Connection File Saved? (The Local Path)

If you are changing your laptop, formatting your PC, or want to share environments with a colleague, you need to find the actual physical files on your hard drive.
XrmToolBox stores your configurations inside the Windows user profile. Here is the exact path:
C:\Users\<YourUsername>\AppData\Roaming\MscrmTools\XrmToolBox\Settings\

Key Files to Look For:

  • ConnectionWizard.xml: This is the most critical file. It contains the list of your saved connections, organization URLs, and configurations.
  • XrmToolBox.Settings.xml: Stores your general application preferences and plugin layouts.
Tip: The AppData folder is hidden by default in Windows. To see it, open File Explorer, click on the View tab at the top, and check the box for Hidden items.

How to Backup or Move Your Connections

Moving your workspace to a new machine takes less than a minute:
  1. Close XrmToolBox on both your old and new computers.
  2. Navigate to the AppData path listed above on your old PC.
  3. Copy the ConnectionWizard.xml file.
  4. Paste it into the exact same folder on your new PC.
  5. Open XrmToolBox on the new machine—all your environments will be ready to go!
Knowing where your XrmToolBox connections live saves time and prevents the headache of re-authenticating dozens of environments. Keep a backup of your ConnectionWizard.xml in a secure place, and you will never lose your setup again.