XRMToolbox: A Detailed Overview of Features

The XRMToolbox is a Windows application that connects to Microsoft Dataverse. It is designed to simplify customization, configuration, and operation tasks for anything built on Microsoft Dataverse. This includes Dynamics 365 Customer Engagement (CE) applications, such as Dynamics 365 for Sales, Service, or Talent.

Detailed Features

The XRMToolbox comes with more than 30 built-in tools and provides access to over 100 additional tools in the Tool Library. Here are some of the most useful features:

• Web Resource Manager: This tool helps manage web resources easily, saving hours of time for creating, updating, and managing the web resources of Dynamics 365/CRM.
• Ribbon Workbench: The Ribbon Workbench tool helps to edit the Dynamics CRM ribbon or command bar from inside the XrmToolbox.
• Fetch XML Builder: This tool is helpful for constructing FetchXML in ways that advanced find cannot. It also aids in querying CRM for information not easily found in the CRM UI.
• Plugin Registration: The Plugin Registration tool is an important tool used for registering plugins and custom workflows.
• Auto Number Manager: The Auto Number Manager tool’s primary goal is to give D365 customizers a way of managing auto number attributes.
• Site Map Editor: The Site Map Editor tool helps to manage the sitemap with no XML needed. It helps to edit your sitemap components.
• Solution Component Mover: The Solution Component Mover tool helps to transfer components from one or multiple source solutions to one target solution.

Cost and Support

The XRMToolbox is a free tool and will remain so. However, users who find the tool beneficial and wish to support its continued development are encouraged to donate. Donations help ensure the tool’s ongoing improvement and expansion.

Summary

The XRMToolbox is a powerful and versatile tool for anyone working with Microsoft Dataverse and Dynamics 365 CE. With its wide range of built-in tools and additional options available in the Tool Library, the XRMToolbox can significantly enhance productivity and efficiency. Whether you’re an administrator, a developer, or an end-user, the XRMToolbox has something to offer you.

Links

Tool list: https://www.xrmtoolbox.com/plugins/