{"id":3921,"date":"2020-01-16T09:24:34","date_gmt":"2020-01-16T09:24:34","guid":{"rendered":"https:\/\/dynamics.folio3.com\/blog\/?p=3921"},"modified":"2024-04-22T05:30:48","modified_gmt":"2024-04-22T05:30:48","slug":"how-to-use-xrmtoolbox","status":"publish","type":"post","link":"https:\/\/dynamics.folio3.com\/blog\/how-to-use-xrmtoolbox\/","title":{"rendered":"How to Use XrmToolBox in Microsoft Dynamics &#8211; A Complete Guide"},"content":{"rendered":"<p>[vc_row][vc_column][vc_column_text]You can find a complete guide with the necessary steps of how to use XrmToolBox in dynamic 365. Here is the description of the 13 best Xrmtoolbox tools and plugins. Provide you by <a href=\"https:\/\/54.177.179.234\/\">Microsoft dynamics partner company<\/a> with the sources to download XrmToolBox and the related queries that a developer needs.<\/p>\n<h2 id=\"1\">How Can I Use Xrmtoolbox in Dynamics 365?<\/h2>\n<p><span style=\"font-weight: 400;\">You can find the complete usage guide for Xrmtoolbox in the documentation of the <\/span><a href=\"https:\/\/github.com\/MscrmTools\/XrmToolBox\/wiki\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">wiki of XrmToolBox Github\u2019s source<\/span><\/a><span style=\"font-weight: 400;\">. The documentation includes the information related to a prerequisite, connection, tool description, and the procedure of how to use it.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Software Prerequisite<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">These two following prerequisites are required to use Xrmtoolbox.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Microsoft .Net Framework 4.5.2 (<\/span><a href=\"http:\/\/www.microsoft.com\/download\/details.aspx?id=42642\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">download link<\/span><\/a><span style=\"font-weight: 400;\">)<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Microsoft Windows Identity Foundation 3.5.0.0 (<\/span><a href=\"http:\/\/blogs.technet.com\/b\/tvishnun1\/archive\/2012\/06\/12\/windows-identity-foundation-in-windows-8.aspx\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><span style=\"font-weight: 400;\">Windows 8+<\/span><\/a><span style=\"font-weight: 400;\">\u00a0or\u00a0<\/span><a href=\"http:\/\/support.microsoft.com\/kb\/974405\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><span style=\"font-weight: 400;\">other versions of Windows<\/span><\/a><span style=\"font-weight: 400;\">)<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You may face the following error while downloading the &#8220;XrmToolBoxPackage&#8221; nugget.\u00a0<\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">Error: &#8220;Could not install package &#8216;MscrmTools.Xrm.Connection 1.017.10.15&#8217;. You are trying to install this package into a project that targets &#8216;.NETFramework, Version=v4.5.2&#8217;, but the package does not contain any assembly references or content files that are compatible with that framework.&#8221;\u00a0<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Solution:<\/strong> Shift to 4.6.2 for your project.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Credit: Jonas Rapp rappen.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Unblocking Downloaded Files<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Windows will block the Xrmtoolbox application when you download it from the Internet. You will experience the .Net runtime error while using it, and sometimes the third-party plugins may not show.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To prevent this condition, right-click on the downloaded zip file, followed by clicking on Properties, then click on the bottom right button named &#8220;Unblock.&#8221; Then you can extract and use XrmToolBox. The same method is applicable for any third party plugins downloaded as zip files.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another way out is to run the following PowerShell command:<\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">GCI &lt;your XrmToolBox folder&gt; | Unblock-File<\/span><\/em><\/p>\n<h2 id=\"2\">Xrmtoolbox Primary Features<\/h2>\n<p><span style=\"font-weight: 400;\">Following are the main features of Xrmtoolbox:<\/span><\/p>\n<h3>Connections<\/h3>\n<p><span style=\"font-weight: 400;\">You can manage connections in different positions.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Create a new connection<\/b><span style=\"font-weight: 400;\"> \u2013 For creating a new connection, you can perform these following activities:<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the button &#8220;Connect to CRM,&#8221; then on the button &#8220;New connection.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the button &#8220;Manage connections,&#8221; then on the button &#8220;New connection.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the bottom left status bar button, then on the button &#8220;Create a new connection.&#8221;<\/span><\/li>\n<li><b>Update a connection \u2013 <span style=\"font-weight: 400;\">For updating<\/span> <span style=\"font-weight: 400;\">a connection, you can perform the following activities:<\/span><\/b><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the button &#8220;Manage connections,&#8221; select a connection, then click on the button &#8220;Update connection.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the bottom left status bar button, select a connection, then click on the button &#8220;Update.&#8221;<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\"><b>Delete a connection \u2013 <\/b><span style=\"font-weight: 400;\">For deleting a connection, you can perform the following activities:<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the button &#8220;Manage connections,&#8221; select one or more connections, then click on the button &#8220;Delete connection.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the bottom left status bar button, select a connection, then click on the button &#8220;Delete.&#8221;<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\"><b>Change the order of connections display &#8211; <\/b><span style=\"font-weight: 400;\">By default, the arrangement of connection is by deployment type, then by name<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You have the option of enabling the &#8220;MRU&#8221; (Most recently used) feature by clicking on the button &#8220;Enable MRU First&#8221; on the connections list. It will show the connection by the last connection date.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Tabs<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In XrmToolBox, you can open multiple plugins simultaneously. Each plugin opens in one tab. Here is the feature that exists to work with tabs.<\/span><\/p>\n<ul>\n<li><b>Close a tab \u2013 <span style=\"font-weight: 400;\">For closing a tab, you can perform the following activities:<\/span><\/b><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click with mouse middle button on the tab<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the menu &#8220;Tabs&#8221; then &#8220;Close current tab&#8221; or &#8220;Close all tabs&#8221; or &#8220;Close all except active tab.&#8221;<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Options<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">XrmToolBox allows you to configure the following different options<\/span><\/p>\n<ul>\n<li><b>Display \u2013 <span style=\"font-weight: 400;\">There is an option of displaying<\/span> <span style=\"font-weight: 400;\">plugins either by choosing Large icons or Small icons. Large icons show more information, but Small icons show more tools on screen.<\/span><\/b><\/li>\n<li><b>Most used tools &#8211; <span style=\"font-weight: 400;\">When &#8220;Most used tools&#8221; feature is enabled, XrmToolBox counts the number of opened tools and arranges them according to this count in descending order so that tools you use frequently are displayed first<\/span><\/b><\/li>\n<li><b>Tools display selection &#8211; <span style=\"font-weight: 400;\">This feature provides you with an option to uncheck tools you don&#8217;t need in the plugins list. So, you don&#8217;t have to delete the corresponding assembly.<\/span><\/b><\/li>\n<li><b>Proxy (experimental) &#8211; <span style=\"font-weight: 400;\">Proxy feature helps you to configure XrmToolBox to connect with your Dynamics CRM organizations through a proxy.<\/span><\/b><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Search<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The search feature allows you to type characters for filtering plugins list. You can search the Plugin name and Plugin author. It is a &#8220;contains&#8221; search. On opening XrmToolBox, the search bar is emphasized so you can start typing the name of the plugin immediately.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Help<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Help feature allows you to provide content-related information and help users for troubleshooting.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Feedback<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Feedback feature helps you to create a bug\/issue in the source code repository used by XrmToolBox (Github) or the active plugin (if not from MscrmTools) on Github or CodePlex (depends on the plugin). It is how it helps you in contributing to the bugs fixes and improvements of XrmToolBox and plugins.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Donation<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If XrmToolBox or one additional plugin has improved your productivity or saved your time on the Microsoft Dynamics CRM project, then you can donate some coins through PayPal.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Connecting to a Microsoft Dynamics CRM Deployment<\/span><\/h2>\n<p><b>Deployment Types<\/b><\/p>\n<p><span style=\"font-weight: 400;\">XrmToolBox can connect to all Microsoft Dynamics CRM deployment types:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">OnPremise (Integrated Windows Authentication or custom authentication)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">OnPremise with Claims-based authentication<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">OnPremise with Internet Facing Deployment<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Online<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">(with or without OAuth and multi-factor, since March 2016 release)<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">It supports Microsoft Dynamics CRM versions 2011, 2013, 2015 and 2016<\/span><\/p>\n<p><a href=\"https:\/\/github.com\/MscrmTools\/XrmToolBox\/wiki\/Connecting-to-a-Microsoft-Dynamics-CRM-deployment#connect-with-xrmtoolbox-before-version-120151220\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><span style=\"font-weight: 400;\">Connect with XrmToolBox before version 1.2015.12.20<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/a><a href=\"https:\/\/github.com\/MscrmTools\/XrmToolBox\/wiki\/Connecting-to-a-Microsoft-Dynamics-CRM-deployment#connect-with-xrmtoolbox-after-version-120151220\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><span style=\"font-weight: 400;\">Connect with XrmToolBox after version 1.2015.12.20<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/a><a href=\"https:\/\/github.com\/MscrmTools\/XrmToolBox\/wiki\/Connecting-to-a-Microsoft-Dynamics-CRM-deployment#known-issues\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><span style=\"font-weight: 400;\">Known Issues<\/span><\/a><\/p>\n<h2><span style=\"font-weight: 400;\">Enable Tracing in XrmToolBox<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Version 1.2015.12.20 of XrmToolBox uses new assemblies from CRM 2016 SDK. You may face the issue of failed connection that gives the only error &#8220;Unable to log to Dynamics CRM.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To resolve this problem, you can enable tracing on XrmToolBox by creating\/updating XrmToolBox.exe.config configuration file located in the XrmToolBox folder. You can find the trace file in the XrmToolBox folder.<\/span><\/p>\n<h2 id=\"3\">Xrmtoolbox Download<\/h2>\n<p><span style=\"font-weight: 400;\">You can download XrmToolBox from different sources like<\/span><\/p>\n<p><a href=\"https:\/\/www.xrmtoolbox.com\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Official website of XrmToolBox<\/span><\/a><\/p>\n<p><a href=\"https:\/\/github.com\/MscrmTools\/XrmToolBox\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><span style=\"font-weight: 400;\">GitHub \u2013 XrmToolBox download<\/span><\/a><\/p>\n<p><a href=\"https:\/\/xrmtoolkit.com\/Home\/Download\" target=\"_blank\" rel=\"noopener nofollow noreferrer\"><span style=\"font-weight: 400;\">Xrmtoolkit.com<\/span><\/a><\/p>\n<h2 id=\"4\">13 Best Xrmtoolbox Tools and Plugins<\/h2>\n<h3><span style=\"font-weight: 400;\">1) Web Resource Manager<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Web Resource Manager allows you to manage your web resources easily. This tool saves your time that is likely to consume in creating, updating, and managing the web resources of Dynamics 365\/CRM. Every developer should have this tool.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2) Ribbon Workbench<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The Ribbon Workbench tool helps to edit the Dynamics CRM ribbon or command bar from inside the XrmToolbox. You can quickly perform customizations. These amendments were only possible by time-consuming and error-prone manual editing of RibbonDiff XML.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3) Fetch XML Builder<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This tool is mainly useful for three major areas:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Constructing FetchXML in such a way that was not possible with advanced search.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Querying CRM for information not (easily) found in the CRM UI lie system and internal entities, hidden attributes or join on other fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Developer assistance like generating C# query expression code, OData query strings or composing queries for reports<\/span><\/li>\n<\/ol>\n<h3><span style=\"font-weight: 400;\">4) Plugin Registration<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The Plugin Registration tool is one of the significant tools that you can use for registering plugins and custom workflows.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">5) Auto Number Manager<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The Auto Number Manager tool\u2019s main purpose is to give D365 customizers, which is a method of managing auto number attributes. The feature came with the 9.0 releases. But, this release only supports creating and managing these attributes through the SDK. A user interface for the features is likely to be available from the 9.1 release of the platform.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">By Auto Number Manager for XrmToolBox, you can create, alter, and delete these attributes through a feasible UI.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">6) Site Map Editor<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The Site Map Editor tool allows you to manage the sitemap. It does not require XML. It is challenging for developers to edit sitemap XML because if any error occurs in XML, it can make the whole CRM useless.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This tool helps to edit your sitemap components. You can easily create areas and subareas. You can update the order and copy or paste components from one area to another. Also, you can also update all the sub-area details that include icons or titles for multiple languages.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">7) Solution Component Mover<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The Solution Component Mover tool allows you to transfer components from one or several source solutions to one target solution. While creating a new solution or adding components from other solutions, it helps in preventing the components from getting missed. The tool confirms if all components are from the selected solutions.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">8) Metadata Document Generator<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Metadata Document Generator allows Dynamics CRM 2011 integrators to produce documentation about entities and attributes metadata.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">There is no need for handwritten tables full of metadata information. This tool can connect with all type of Dynamics CRM 2011 deployments, including OSDP<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">9) Bulk Delete tool<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The Bulk Delete tool can delete records from CRM based on system views, personal views, or custom FetchXML Queries. It can also edit a FetchXML query in the FetchXML Builder tool within XrmToolBox. It can choose the batch size and short interval between batches. It consumes less time to delete records from CRM against traditional bulk.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">10) Metadata Browser<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The Metadata Browser tool can browse metadata from the D365 CRM environment. This tool can see all the metadata.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">11) Component Comparer<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The component comparer tool allows you to compare the version, size, and content of different components of CRM.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">12) Data Transporter<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Data Transporter tool helps you in transferring entity records between different environments.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">13) Easy Translator<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The easy translator tool helps in importing and exporting translations with contextual information.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Best Xrmtoolbox Tools and Plugins FAQs<\/span><\/h2>\n<div class=\"faq-list\">\n<h4>Where xrmtoolbox stores connections?<\/h4>\n<div class=\"faq-content\">\n<div>\n<p>XrmToolBox provides a feature to combine connections in files that helps you in managing your connections by the customer or by the project.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"faq-list\">\n<h4>Xrmtoolbox how to have an entity display in the navy?<\/h4>\n<div class=\"faq-content\">\n<div>\n<p>For entity display, you can use the SiteMap editor plugin from XrmToolBox.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"faq-list\">\n<h4>How to export to excel xrmtoolbox from a view Microsoft Dynamics CRM?<\/h4>\n<div class=\"faq-content\">\n<div>\n<p>Export to Excel is a great feature in Dynamics CRM toolbox, but it has always come with two limitations 1) Number of records that can be exported 2)Format of the Excel file 3) The exported file to Excel is not an xlsx format. Hence this limitation has been addressed in CRM2015 Update 1. The number of records you can export has also been increased to 100,000. But if you still want to export the whole dataset, the easiest way is to export it from the filter view in the MSCRM database. It is obviously not possible if you are using CRM toolbox Online.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"faq-list\">\n<h4>How to install xrmtoolbox plugin?<\/h4>\n<div class=\"faq-content\">\n<div>\n<p>For the Xrmtoolbox installation, It requires Microsoft .Net Framework 4.6.2 or above version to be already installed on your computer. Please follow\u00a0<a href=\"https:\/\/www.microsoft.com\/en-us\/download\/details.aspx?id=53344\">this link<\/a> to install it.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text]You can find a complete guide with the necessary steps of how to use XrmToolBox in dynamic 365. Here is the description of the 13 best Xrmtoolbox tools and plugins. Provide you by Microsoft dynamics partner company with the sources to download XrmToolBox and the related queries that a developer needs. How Can I Use [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3927,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[],"class_list":["post-3921","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-d365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>XrmToolBox Guide - Best Tools, Plugins and How to Use in Dynamics<\/title>\n<meta name=\"description\" content=\"Here is a complete guide of how you can use the best XrmToolBox tools in dynamic 365. 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