Tips and best practices for using and maintaining XrmToolBox, as well as a look into the most popular tools. XrmToolBox is a priceless toolbox (literally - it's free!) for anyone using, administering, customizing or developing Microsoft Dynamics 365 Customer Engagement.

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The Insider’s Version

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Twitter: @rappen
Email: jonas@jonasrapp.net
Blog: jonasrapp.net
XrmToolBox: Tanguy Touzard
Twitter: @XrmToolBox
Web: www.xrmtoolbox.com
Jonas Rapp var jonas = (WhoAmIResponse)service.Execute(new WhoAmIRequest());
Enterprise Architect, Avanade Center of Excellence
Software Developer (1994-)
100% MS Dynamics CRM (2009-)
XrmToolBox contributor (2014-)
Microsoft MVP (2017-)

3. Audience var you = (WhoAreYouResponse)service.Execute(new WhoAreYouRequest());
Heard of XrmToolBox?
Used XrmToolBox?
Had problems with XrmToolBox?
Reported a bug?
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4. If you are not working with
XrmToolBox…
…you are just working too hard.
-Jonas Rapp, 2018
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LINKS AND REFERENCES
jonas@jonasrapp.net

6. WHY XRMTOOLBOX?
Limited CRM admin UI
Bulk actions
Data investigation
Advanced editors
Expose SDK-only features
Administrator / User perspective
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7. WHY XRMTOOLBOX?
I really don’t like working too hard
Internal tools and gadgets
The toolbox is there to be filled
Open Source
Community collaboration
Customizer / Developer perspective
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HANDS-ON

9. INSTALLING XRMTOOLBOX
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www.xrmtoolbox.com
Download
Unblock
Unpack
Run
Not an “installation”

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https://jonasrapp.net/xtb-school/intro
TUTORIAL

11. PLUGINS STORE
Available tools
Updated tools
Tool rating
Approved tools
One-click installation
(downloaded from NuGet)
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RATE TOOLS
www.xrmtoolbox.com
CONTRIBUTE TO THE COMMUNITY

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FEEDBACK
docs.microsoft.com

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XRMTOOLBOX BASICS

15. FILE STORAGE
Managed storage area
Tools (Plugins)
Settings
Logs
(Default) Connections
NuGet downloads
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16. FILE STORAGE
Managed storage area
%AppData%MscrmToolsXrmToolBox
c:Usersjonas.rappAppDataRoamingMscrmToolsXrmToolBox
Override default location
/overridepath:[mypath]
Custom shortcut
Project specific setup
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17. CONNECTION FILES
Use them!
Constant pain
Separate files
Custom storage
Commit to your repo
Store on your OneDrive
https://jonasrapp.net/xtb-school/conn
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18. SETTINGS
Sort tools
Hide tools
Quit prompting
Find file storage
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19. UPDATING XRMTOOLBOX
Just say Yes
File conflicts
Delete tools
Connections lost
Backup
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Connections lost Saved!

20. UPDATING TOOLS
Just say Yes
Improvements
Bug fixes
New: Prompt to update!
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21. My top
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tipsLATEST IS
GREATEST

22. MY FAVORITE
TOOLS
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23. MY FAVORITE TOOLS
Web Resources Manager
Metadata Browser
Sitemap Editor
Plugin Registration
View Layout Replicator
FetchXML Builder
Easy Translator
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24. MY FAVORITE TOOLS
Plugin Trace Viewer
Ribbon Workbench
Shuffle Builder / Runner
Attribute Manager
Auto Number Manager
Early Bound Generator
Latebound Constants Generator
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25. MY FAVORITE TOOLS
Plugin Auto Deployer
Bulk Data Updater
Solution Installer
Solution History
View Designer
Code Now
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26. MY FAVORITE TOOLS
Plugin Auto Deployer
Bulk Data Updater
Solution Installer
Solution History
View Designer
Code Now
Demo Time!
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Web Resources
Manager
Metadata Browser
Sitemap Editor
Plugin Registration
View Layout Replicator
FetchXML Builder
Easy Translator
Plugin Trace Viewer
Ribbon Workbench
Shuffle Builder/Runner
Attribute Manager
Auto Number Manager
Early Bound Generator
Latebound Constants
Generator

27. If you are not working with
XrmToolBox…
…you are just working too hard.
-Jonas Rapp, 2018
My top
XrmToolBo
x
tips