Work Efficiently with XrmToolbox

I personally love learning and has always been passionate on sharing my knowledge especially if it’s about improving productivity.

In the past years, I have the ultimate go-to tool when it comes to tasks that require repetitive configuration. This type of job can be “easy,” but it can be very frustrating and very time-consuming.

This is XrmToolbox. It’s a FREE tool that uses Common Data Service for Apps as its foundational data service built to make administration, customization, or configuration tasks more manageable and less time-consuming. There are more than 100 tools available in the Tool Library, and here are some of the tools you can find:

User Security Manager – Use this tool to manage multiple users with multiple Business Units and Teams.

User Settings Utility – This comes in handy when you get a requirement to set default pane, tab, dashboard, etc. to multiple users or roles.

Workflow Buddy – Working with a vast Dynamics 365 project with several workflows can be very challenging when it’s time to troubleshoot. Although the Dynamics 365 Advanced Find can help, this tool makes it much easier to find a specific workflow.

Option Set Editor – Edit all your Option Set in one window. This editor is a life server when dealing with several local option sets in your environment.

Open Records using GUID – When it’s time to troubleshoot and look for a certain GUID, instead of exporting records and finding it manually, this would be the best tool available.

As I have mentioned, there are more than 100 useful tools available in XrmToolBox. Few of the popular ones are Ribbon Workbench, FetchXML Builder, Entity Relation Diagram Creator, Solution Transfer Tool and a lot more. Whether you are administering Dynamics 365 or managing solutions, troubleshooting or customizing it, this tool is something you must pin in your taskbar.

I hope you find this helpful. Enjoy!