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You can find the complete usage guide for Xrmtoolbox in the documentation of the wiki of XrmToolBox Github’s source. The documentation includes the information related to a prerequisite, connection, tool description, and the procedure of how to use it.

These two following prerequisites are required to use Xrmtoolbox.

You may face the following error while downloading the “XrmToolBoxPackage” nugget.

Error: “Could not install package ‘MscrmTools.Xrm.Connection 1.017.10.15’. You are trying to install this package into a project that targets ‘.NETFramework, Version=v4.5.2’, but the package does not contain any assembly references or content files that are compatible with that framework.”

Solution: Shift to 4.6.2 for your project.

Credit: Jonas Rapp rappen.

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.

To prevent this condition, right-click on the downloaded zip file, followed by clicking on Properties, then click on the bottom right button named “Unblock.” Then you can extract and use XrmToolBox. The same method is applicable for any third party plugins downloaded as zip files.

Another way out is to run the following PowerShell command:

GCI | Unblock-File

Following are the main features of Xrmtoolbox:

You can manage connections in different positions.

You have the option of enabling the “MRU” (Most recently used) feature by clicking on the button “Enable MRU First” on the connections list. It will show the connection by the last connection date.

In XrmToolBox, you can open multiple plugins simultaneously. Each plugin opens in one tab. Here is the feature that exists to work with tabs.

XrmToolBox allows you to configure the following different options

The search feature allows you to type characters for filtering plugins list. You can search the Plugin name and Plugin author. It is a “contains” search. On opening XrmToolBox, the search bar is emphasized so you can start typing the name of the plugin immediately.

Help feature allows you to provide content-related information and help users for troubleshooting.

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.

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.

Deployment Types

XrmToolBox can connect to all Microsoft Dynamics CRM deployment types:

It supports Microsoft Dynamics CRM versions 2011, 2013, 2015 and 2016

Connect with XrmToolBox before version 1.2015.12.20 Connect with XrmToolBox after version 1.2015.12.20 Known Issues

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 “Unable to log to Dynamics CRM.”

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.

You can download XrmToolBox from different sources like

Official website of XrmToolBox

GitHub – XrmToolBox download

Xrmtoolkit.com

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.

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.

This tool is mainly useful for three major areas:

The Plugin Registration tool is one of the significant tools that you can use for registering plugins and custom workflows.

The Auto Number Manager tool’s 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. By Auto Number Manager for XrmToolBox, you can create, alter, and delete these attributes through a feasible UI.

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.

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.

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.

Metadata Document Generator allows Dynamics CRM 2011 integrators to produce documentation about entities and attributes metadata. 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

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.

The Metadata Browser tool can browse metadata from the D365 CRM environment. This tool can see all the metadata.

The component comparer tool allows you to compare the version, size, and content of different components of CRM.

Data Transporter tool helps you in transferring entity records between different environments.