XrmToolBox

2021-02-15T07:04:31Z

Rappen: /* Good to know */ update info about XrmToolCast

The XrmToolBox is a Windows application that connects to the [[Dataverse]] and Dynamics 365 Customer Engagement CE. It empowers everyone working with the Power Platform and there are 100+ tools which can be used. It was originally created by Tanguy Touzard but today everyone can contribute both to the Windows application as well as with building tools.

== How to get started ==
You download XrmToolBox from [https://www.xrmtoolbox.com/ here] and install it on your computer. When you run it for the first time you will need to connect to a Power Platform environment (which has a database). Connections are saved so next time you open XrmToolBox you’ll have your connection in place and just need to connect to it.

== Good to know ==
You find [https://www.xrmtoolbox.com/documentation/ documentation here].

There is a podcast dedicated to XrmToolBox and all other kinds of "tools" for the Power Platform and Dynamics 365. This is called XrmToolCast and is hosted by Jonas Rapp and Daryl LaBar. They invite the community and talk about tools related to XrmToolBox among other things. [https://xrmtoolcast.libsyn.com/ Go and listen!]

YOU can create an XrmToolBox tool. Templates can be found [https://marketplace.visualstudio.com/items?itemName=TanguyTMVPCRM.XrmToolBoxPluginProjectTemplate-19499 here].

== The tools ==
The different 🛠 are found under Plugin store. You find a complete [https://www.xrmtoolbox.com/plugins/ list of tool here].

Here follows examples of very handy tools:

=== Tools for Makers ===
* [https://www.xrmtoolbox.com/plugins/DLaB.Xrm.AttributeManager/ Attribute Manager] Here is a tool for the person who needs to “do it again and do it right”. Imagine that you have created a field for an entity in a solution, you use that field on forms, in views, in workflows, business rules and you might even have some data for this field. Then you realize – you really should have used another data type for this field. Well, do it again and do it right. That means, remove the field from all places you have added it to, create a new field and add that field to those places and there might be data to transfer from the old field to the new field. OR - use this tool and take away the painfully manual work. For DEV environments, since you cannot use it for managed solutions – and who uses unmanaged solutions in other environments than development environments?! ;-)
* [https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.BPFManager/ BPF Manager] This tool allows you to set an active business process flow stage for records in bulk. Use this after a data import, or simply to switch stages from an old BPF into a new one.
* [https://www.xrmtoolbox.com/plugins/MsCrmTools.Translator/ Easy Translator] Export all translations for a table/tables, update in Excel, import, tada!
* [https://www.xrmtoolbox.com/plugins/RibbonWorkbench2016/ Ribbon Workbench] Edit XML files manually or use the Ribbon Workbench. "Standard" for editing the Dynamics CRM Ribbon since Microsoft Dynamics CRM version 2011.
* [https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.PersonalViewsMigration/ Personal User Views Migration] In [[model-driven apps]] users can create their own views. There are system views and there are personal views. There is no way to natively migrate personal views nor delete a personal view. With this tool you can accomplish both of those tasks.
* [https://www.xrmtoolbox.com/plugins/MsCrmTools.ViewLayoutReplicator/ View Layout Replicator] Update the different views for a certain entity manually (filers and what columns to include) or use this tool to replicate from one view to other views.
* [https://www.xrmtoolbox.com/plugins/MsCrmTools.UserSettingsUtility/ User Settings Utility] Instruct each user how to do certain updates or use this tool and manage users personal settings in bulk.
* [https://www.xrmtoolbox.com/plugins/AndyPopkin.BulkWorkflowExecution/ Bulk Workflow Execution] In the UI, workflows can be run for only as many records that you can have in a view, i.e. 250 records at a time. Click through the views and execute workflows or use this tool to execute Workflows in bulk using CRM Views or FetchXML Queries.

=== Tools for Makers and Devs ===
* [https://www.xrmtoolbox.com/plugins/Cinteros.Xrm.FetchXmlBuilder/ FetchXmlBuilder] Create queries and code manually or use FetchXmlBuilder to create queries for [[Microsoft Dataverse]].

=== Tools for Devs ===
* [https://www.xrmtoolbox.com/plugins/Xrm.Sdk.PluginRegistration/ Plugin Registration] Use the SDK version of Plugin Registration. Or use this tool and you can logon in the same way you do when using other tools.
* [https://www.xrmtoolbox.com/plugins/Cinteros.XrmToolBox.PluginTraceViewer/ Plugin Trace Viewer] Look at the Plug-in Trace Log under legacy settings or use this tool to investigate the Plug-in Trace Log with easy filtering and display possibilities.

User:Rappen

2020-08-30T20:03:50Z

Rappen: Created page with "This is Jonas Rapp. Enjoy, folks!"

This is Jonas Rapp.

Enjoy, folks!

Main Page

2020-08-30T13:43:18Z

Rappen: Added community blogs

<strong>Welcome to The Power Wiki!</strong>

This wiki is not about super heroes, even though the Power Platform community contributors often possesses super hero powers. By building tools which help people all over the world to simplify their daily work and by holding events, speaking at events, writing articles, creating videos and podcasts each and every one of the community contributors happily spread their knowledge and let the world make use of their individual super powers. It might be creating amazing components or sharing findings from solving a specific problem or talking about new technologies. Everyone can contribute to the community with their specific views and experience and everyone is welcome to contribute to this wiki. Just create an account and start to share.

Please take a moment and read the [[Power Wiki Rules]].

The purpose of this wiki is to gather all the wonderful community content out there as well as to be a place where everyone can look up different acronyms, read about Power Platform related concepts and learn where to find more information about different subjects, both from the community as well as in the Microsoft Dos. It is supposed to be valuable both for the one who is a Power Platform newbie as well as for all experienced Power Platform enthusiasts.

We are better and stronger together, let us cooperate with hits wiki!

== The Power Platform ==
The Power Platform is a so called low-code platform which empowers both citizen developers as well as traditional developers to build applications faster as well as set up automation, create chat bots and visualize data. The four main services are:

Power Apps, Power Automate, Power Virtual Agents and Power BI.

=== Community BLogs ===

* [https://jonasr.app The Power Platform Trenches] by Jonas Rapp
* [https://powerplatform.se PPDBbG] by Gustaf Westerlund

Power Wiki - User contributions [en]

XrmToolBox

User:Rappen

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