In this blog, we will explore the use of the XrmToolBox and different tools present in the store. XrmToolBox is free to use tool that connects with the Dataverse environment and provide you with various tools that allow performing heavy management task very easily. Many developers have contributed to XrmToolBox store by creating a tool/library which is beneficial in the regular development and management work of Dynamics 365 CRM Consultants/Developers. You can find the Installation and setup guidance from a website that you can follow as we directly going to start exploring different types of tools available. Home Page: https://www.xrmtoolbox.com/ Connection Setup with Dataverse Environment: https://www.xrmtoolbox.com/documentation/for-users/manage-connections/ Tool #1: “Security Role Sync” created by Bharath Sheelam The tool is created to sync the security roles between two users. I have two users present in the Dataverse environment and I have requirement to sync roles from one user to another. If we need to sync the roles from “Richie Jacob” to “Siddhi Patekar” so we need to select “Richie Jacob” in Source and “Siddhi Patekar” in Destination. Once you select the user and you need to click on Sync Security roles it will start syncing and notify you once it is completed. Use Case and Key Benefits: We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

As a Dynamics 365 developer, I spend a lot of time customizing and extending the platform to fit the specific needs of my clients. While the built-in tools are powerful, there are times when you need something a little more…well, magical. That’s where the XRM Toolbox comes in. Think of the XRM Toolbox as a developer’s Swiss Army Knife. It’s a collection of free, open-source tools that can supercharge your productivity and make your life a whole lot easier. Let’s dive into some of my favorite functionalities: 1. WebResource Manager: Say Goodbye to Tedious File Management Managing web resources in Dynamics 365 can be a real pain. You’re constantly uploading, updating, and deleting files, and it’s easy to lose track of changes. The Web Resource Manager from MscrmTools is a game-changer. It provides a user-friendly interface for managing all your web resources in one place. No more wrestling with folders and file paths! This tool has saved me countless hours, and I can’t recommend it enough. 2. SiteMap Editor: Editing the Sitemap Without Breaking Everything The thought of editing a Dynamics 365 Sitemap directly in XML sends shivers down my spine. One wrong keystroke, and you could bring your entire CRM system to its knees. The SiteMap Editor from MscrmTools is a lifesaver. It allows you to visually edit your sitemap components, create and manage areas, and update properties like icons and titles. It’s like having a magic wand for your Sitemap woes! 3. Ribbon Workbench 2016: Effortless Ribbon Customization Customizing the Dynamics 365 ribbon used to be a complex and error-prone process that involved manually editing XML files. Thankfully, those days are over! The Ribbon Workbench by Scott Durow lets you edit the ribbon and command bar directly within the XrmToolbox. You can add buttons, menus, and custom commands with just a few clicks. It’s a fantastic tool that makes ribbon customization a breeze. 4. FetchXML Builder: Crafting Powerful Queries Without Breaking a Sweat FetchXML is a powerful language for querying data in Dynamics 365, but it can be tricky to master. The FetchXML Builder by Jonas Rapp is an invaluable tool that simplifies the process. It provides a user-friendly interface for building complex queries, including aggregates, outer joins, and even queries that can’t be created in Advanced Find. Plus, it can generate C# code and OData strings from your FetchXML, making it a true developer’s companion. 5. Metadata Document Generator: Documenting Your Data Like a Pro Documenting your Dynamics 365 data can be a time-consuming chore. The Metadata Document Generator from MscrmTools automates this process by generating Word and Excel documents that contain detailed information about your entities and attributes. No more manually creating tables and copying data – this tool does the heavy lifting for you. These are just a few of the many amazing tools available in the XRM Toolbox. With its extensive functionality and ever-growing collection of plugins, the XRM Toolbox is an essential part of any Dynamics 365 developer’s toolkit. It’s a treasure trove of time-saving utilities that can make your development experience smoother, faster, and more enjoyable. So, if you’re a Dynamics 365 developer who wants to work smarter, not harder, I highly recommend checking out the XRM Toolbox. You won’t be disappointed! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

In this blog, we will explore the use of the XrmToolBox and different tools present in the store. XrmToolBox is free to use tool that connects with the Dataverse environment and provide you with various tools that allow performing heavy management task very easily. Many developers have contributed to XrmToolBox Store by creating a tool/library which is beneficial in the regular development and management work of Dynamics 365 CRM Consultants/Developers. You can find the Installation and setup guidance from a website that you can follow as we directly going to start exploring different types of tools available. Home Page: https://www.xrmtoolbox.com/ Connection Setup with Dataverse Environment: https://www.xrmtoolbox.com/documentation/for-users/manage-connections/ Tool #1: “Security Role Sync” created by Bharath Sheelam The tool is created to sync the security roles between two users. I have two users present in the dataverse environment and I have a requirement to sync roles from one user to another. If we need to sync the roles from “Amit Prajapati” to “CRM Admin” we need to select “Amit Prajapati” in Source and “CRM Admin” in Destination. Once you select the user, you need to click on Sync Security roles it will start syncing and notify you once it is completed. Result: Amit Prajapati has below roles: Before Sync Roles on CRM Developer Account After Sync Roles on CRM Developer Account Use Case and Benefits: Developer work can be minimized using this tool as they might be having multiple users to sync the roles and debug the security permission. Remove the manual efforts to check for the reference user’s security permission and apply it to the required user. Let’s say you have to replicate the security permission from User 1 to User 2 and without this tool you need to open the security permission of User 1 and note it down then only replicate the same permission to User 2 If you have a scenario where functionality is working for one user and not working for another user due and you are getting a security permission error. You can use this tool and sync the security roles considering they should be belonging to the same security based on business requirements. Tool #2 “Security Debugger” created by Mark Carrington This tool is very useful, and it helps you to find the solution to all permission-related issues. It will provide you with the details of which security roles are missing considering you have a security permission error log with you which is required for this tool.

This Blog will show you how you can Install and locate your Plugins in XRM new interface.