All About XrmToolBox cover image

All About XrmToolBox

XrmToolBox is a free set of tools to ease customization, development, analysis and operation tasks in Dynamics 365. It is shipped with more than 30 tools and through community efforts more than 100 tools are available in the Plugins Store. XrmToolBox is an absolute necessity for developers, customizers, administrators and even users on the Dynamics 365 platform. In this video series we look at how to install it and use some of the most popular tools and cover tips and tricks to get the most out of XrmToolBox.

COURSE INSTRUCTORS

Jonas Rapp

Jonas Rapp

Jonas is a Microsoft MVP based in Stockholm, Sweden. He is the creator of FetchXML Builder and several other tools for XrmToolBox.


Nick Doelman

Nick Doelman

MVP. Dad. Husband. Canadian. Beer connoisseur. Passionate about Power Platform, Power Apps and Powerlifting.


Gus Gonzalez

Gus Gonzalez

7x Microsoft Business Solutions (CRM) MVP, covers subjects rarely discussed openly in the CRM Community.


Course Module Details

XrmToolBox Overview (10 Minutes)

Learn how to install XrmToolBox and setup some of the popular plug-ins

  • Overview
  • Managing Connections
FetchXML Builder (6 Minutes)
  • Using FetchXML Builder
Creating Auto Number fields (7 Minutes)
  • Using AutoNumber Manager
Portal Records Mover (9 Minutes)
  • Video Overview
Translating the Easy Way (6 Minutes)
  • Using Easy Translator
Mass update with Bulk Data Updater (6 Minutes)
  • Overview

    The Bulk Data Updater for Microsoft Dataverse and the Power Platform is a tool in the XrmToolBox to update and delete bulks of records in one action.

Business Process Flow Manager (10 Minutes)
  • Video Overview

    This is the brief story and walkthrough of the Business Process Flow Manager, an XrmToolBox plugin I created with fellow Microsoft MVP Clément Olivier. Timeline: 0:00 - BPF Manager origin story 4:27 - BPF Manager Walkthrough


    Featuring
    Gus Gonzalez image
    Gus Gonzalez

    7x Microsoft Business Solutions (CRM) MVP, covers subjects rarely discussed openly in the CRM Community.

Power Apps Checker (7 Minutes)
  • Overview

    Power Apps Checker for XrmToolBox can analyze solution files that you have downloaded locally, or solutions in a Dataverse environment where the the tool first exports the solution for you.

Portals Entity Permission Manager (6 Minutes)
  • Overview

    Working with Entity Permissions for Power Apps Portals is not always as smooth as you might want it to be. This new tool lets you visually see and work with the different types of permissions and their hierarchies, and makes it easier to get it right the first time.