XrmToolBox

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Revision as of 11:15, 18 January 2021 by CarinaMClaesson (talk | contribs)
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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 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). Connection 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 documentation here.

There is a podcast dedicated to XrmToolBox, it is called XrmToolCast and is hosted by Jonas Rapp and Daryl LaBar. They invite the community and talk about XrmToolBox tools. Go and listen!

The tools

The different 🛠 are found under Plugin store. You find a complete list of tool here.

Here follows examples of very handy tools:

Tools for Makers

  • Easy Translator Export all translations for a table/tables, update in Excel, import, tada!
  • Ribbon Workbench Edit XML files manually or use the Ribbon Workbench. "Standard" for editing the Dynamics CRM Ribbon since Microsoft Dynamics CRM version 2011.
  • [View Layout Replicator 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.

Tools for Makers and Devs

Tools for Devs

  • 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.
  • 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.