XrmToolBox Overview

by | Updated June 1, 2021 | Dynamics CRM

My favorite tool for use with Dynamics 365 Customer Engagement and CDS is XrmToolBox. It is a framework for tools that connect to D365 CE or CDS. Tools are developed and incorporated into XrmtoolBox by anyone who is interested. These tools are used by System Administrators and other Users to make their day to day D365 tasks easier.

I use it to administer, customize and analyze CE and CDS instances.

Let us get started.

  1. Go to https://www.xrmtoolbox.com and click the Download latest version button.
  2. Follow the installation instructions at https://www.xrmtoolbox.com/documentation/for-users/install-xrmtoolbox/
  3. Learn how to connect to your instance here. I recommend you connect to a test or sandbox instance first to get comfortable with XrmToolBox.
  4. Install additional tools by following the instructions found here.

Now that you are ready to start using XrmToolBox. Explore the tools and get comfortable with them.

Some of my favorites are:

Attribute Usage Inspector

Give you a visualization if fields are used for a given entity

Account example:

Xrmtoolbox overview

FetchXML Builder

A visual way to create and test fetchxml.

Select fetchxml elements on left side. Fetchxml generated on right side.

fetchxml

Entity Relation Diagram Creator

Creates an ERD of your entities and allows you to select entities to include.

erd

Metadata Document Generator

This tool will generate a word or excel document with entities and attribute metadata.

metadata

Ribbon Workbench

Edit the Ribbon or Command bar with having to import the Ribbon workbench solution.

ribbon workbench

A Couple More Tips

Click on Configuration > Tool Library. In the display options tab, I set the following to show only the available tools for this installation. See image below.

xrm

I use the Configuration > Manage Connections to keep a list of my instances so I can connect easier.

Also, make sure you take the time to review Configuration > Settings. Click on each one to see a description at the bottom of the screen.

Xrmtoolbox overview

If you need help or have any questions, please reach out to us.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

july

01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul10:00 am11:00 amMastering the Production Floor

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

28jul10:00 am10:30 amLot Management for Batch Manufacturers in Life Sciences, Chemical and Food

28jul2:00 pm2:30 pmConsiderations for Successful Testing Plans for Major Releases of Dynamics 365 Finance and Supply Chain Management

29jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success

august

04aug2:00 pm2:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

10aug(aug 10)8:00 am11(aug 11)11:00 amPower BI for Dynamics 365 - Online Workshop

11aug10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

11aug12:00 pm12:30 pmBusiness Intelligence with Dynamics 365 Finance and Supply Chain Management – Game Changing Insights and Analytics

11aug2:00 pm2:30 pmUsing Technology to Manage Complex Sales Pricing, Commission, and Rebate Programs

18aug10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

18aug10:00 am12:00 pmIntro to Power BI for Dynamics 365 Business Central – Online Workshop

18aug12:00 pm1:00 pmSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X