Cherry Picking XrmToolBox
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The document discusses the XrmToolBox, a toolset designed to simplify tasks for Microsoft Dynamics CRM users, particularly for administrators and developers. It highlights the benefits of using various plugins, including the FetchXML Builder and Plugin Trace Viewer, and provides installation instructions and resources for community contributions. Additionally, it encourages users to adopt XrmToolBox to enhance productivity and reduce the complexity of their workflows.
![File Storage
Managed storage area
%AppData%MscrmToolsXrmToolBox
c:UsersjoraAppDataRoamingMscrmToolsXrmToolBox
Override default location
/overridepath:[mypath]
Custom shortcut
Project specific setup](https://image.slidesharecdn.com/365saturdaycherrypickingxrmtoolbox-180128094928/85/Cherry-Picking-XrmToolBox-15-320.jpg)
Cherry Picking XrmToolBox
- 1. Jonas Rapp Cherry Picking XrmToolBox (and some other helpers)
- 2. Jonas Rapp var jonas = (WhoAmIResponse)service.Execute(new WhoAmIRequest()); Head of Development, Innofactor SE Software Developer (1994) 100% MS Dynamics CRM (2009) XrmToolBox contributor (2014) Microsoft MVP (2017) Twitter: @rappen Email: jonas@jonasrapp.net Blog: jonasrapp.innofactor.se XrmToolBox – Tanguy Touzard Twitter: @XrmToolBox Web: www.xrmtoolbox.com
- 3. If you are not working with XrmToolBox… …you are just working too hard. (and some other helpers)
- 6. Why XrmToolBox? – Administrator/User perspective Limited CRM admin UI Bulk actions Data investigation Advanced editors Expose SDK-only features
- 7. Why XrmToolBox? – Customizer/Developer perspective I really don’t like working too hard Internal tools and gadgets The toolbox is there to be filled Open Source Community collaboration 7
- 10. Plugins Store Available tools Updated tools Tool rating Approved tools (soon) One-click installation (downloaded from NuGet)
- 11. Rate plugins! Contribute to the community www.xrmtoolbox.com
- 12. Feedback
- 14. File Storage Managed storage area Plugins Settings Logs (Default) Connections NuGet downloads
- 15. File Storage Managed storage area %AppData%MscrmToolsXrmToolBox c:UsersjoraAppDataRoamingMscrmToolsXrmToolBox Override default location /overridepath:[mypath] Custom shortcut Project specific setup
- 16. Connection Files Use them! Constant pain Separate files Custom storage Commit to your repo Store on your OneDrive
- 17. Settings Sort plugins Hide plugins Quit prompting Find file storage
- 18. Updating XrmToolBox Just say Yes File conflicts Connections lost Delete plugins Backup Connections lost Saved!
- 20. My favorite XTB tools 20 http://tiny.cc/XTBstat
- 21. Ribbon Workbench MVP Scott Durow Why? Editing RibbonDiffXml manually is inhumane Legacy overkill inherited from SharePoint How? Graphical UI to layout buttons Connect buttons to commands Connect commands to enable- and display rules Connect commands to actions Connect actions to js-functions Remember One small solution 21
- 22. Auto Number Manager Why? Auto Numbers are finally possible to customize But only through SDK How? Identify existing Auto Number attributes Facilitate creating new and updating existing Dynamics 365 UI Limitations Just not possible in IU
- 23. Auto Number Manager – Features Create new Auto Number attributes Update existing Change current value Snippets Show sample result Retrieve existing values (using FXB) http://anm.xrmtoolbox.com
- 24. FetchXML Builder Why? FetchXML is the query language for Dynamics CRM Advanced Find is the only “editor” How? Represent query in hierarchical UI Generate corresponding FetchXML Dynamics 365 UI Limitations Not-in queries Aggregate queries System/internal entities Attributes from linked entities …and so on… 24
- 25. FetchXML Builder – Features Solution to OOB limitations Join on other fields than relationships Generate C# QueryExpression code Generate OData query string WebAPI coming soon! Convert to SQL Easy to use UI to compose queries for reports in CRM Easy integration with other tools http://fxb.xrmtoolbox.com @FetchXMLBuilder 25
- 26. Plugin Trace Viewer Why? Monitor plugin behavior Development “debugging” How? Initialize Tracing Service Write to trace Throw exceptions Dynamics 365 UI Limitations Filtering, Column set, Form design 26
- 27. Plugin Trace Viewer – Features Filter by almost anything Retrieve > 250 records Quick view message / exception Group / filter by correlation id Aggregated stats Identify related traces Show related Plugin Statistics Update log setting 27 http://ptv.xrmtoolbox.com @PluginTraceView
- 28. Non-XrmToolBox Tools © Innofactor Plc | Confidential
- 29. xrm.tools Microsoft Dynamics 365 Online Colorado Tech MVP David Yack
- 30. xrm.tools
- 31. Azure Region Latency Still in beta https://xrm.tools/AzureRegion 31
- 32. SDK Download Helper Still in beta http://xrm.tools/SDK SDK distributed through NuGet 32
- 33. CRM REST Builder Microsoft Dynamics CRM/365 All versions and deployments MVP Jason Lattimer
- 34. CRM REST Builder CRM Solution https://github.com/jlattimer/CRMRESTBuilder GUI to compose WebAPI queries 34
- 35. Thank You! Questions? Find me during Hackathon! (I’ve got stickers!)
- 36. If you are not working with XrmToolBox… …you are just working too hard.
Editor's Notes
- #2: Time: 0:00
- #3: Time: 0:20 Introduction of Jonas
- #4: Time: 1:00 Don’t work harder than you have to
- #5: Time: 1:20 Thank you, sponsors!
- #6: Time: 1:30 Send me an email and I will send you links from the presentation immediately after this session.
- #7: Time: 1:50 UI: Things hard in CRM can be easy in XTB Bulk: Update records, Change User Settings, Run WF Data: Read system entities, complex queries Editors: RWB, Sitemap, View Designer SDK: Auto Number Manager, DateTime Behavior
- #8: Time: 3:00 Work: So many tools making customization easier and safer Internal: Specialized one-off apps, custom procedures Fill the box: Common interface, connectivity. Common marketing OSS: Learn from each other Community: Contribute where you can
- #9: Time: 4:10
- #10: Time: 4:20, demo 5:00 Go to XTB website, built on Dynamics Portals Download the latest version Unblock the file by right-clicking, select Properties, and Unblock. Windows protects us. Thank you. Unpack the zip at location of choice Run xrmtoolbox.exe
- #11: Time: 6:20 The Plugins Store is where you find the plugins you need It shows tools that have been updated Rating – currently starting up Validation process will be enforced Installing will get plugin packages from NuGet and deploy to XTB Customize the experience
- #12: Time: 7:50, demo 8:20 Rating helps developers develop and users use! Demo of rating at xrmtoolbox.com
- #13: Time: 9:40 The Feedback entity introduced in v8.1 is used – try it! Perhaps something to use at the hackathon?
- #14: Time: 10:10 Some basics, how XrmToolBox works behind the curtains.
- #15: Time: 10:20 XTB manages files in “safe” area
- #16: Time: 11:10, demo 11:30 Default area under AppData Override for custom scenarios Controlling available plugins from IT dept
- #17: Time: 12:40 You should learn to manage your connection files It can be a pain, losing connections etc Separate files for customers, projects, teams Put them in a safe place Add them as part of your project setup I store mine on my OneDrive, available anywhere
- #18: Time: 14:10 Look into the settings, customize your experience Make XTB work for you, not against you
- #19: Time: 15:30 Now and them you are met by this prompt Accept! I know you are in a hurry, we all are, always You say it breaks down, files conflict You say your connections are lost, but now you know better! It is safe to delete the plugins folder, can be restored from Store Program folder gets backed up too
- #20: Time: 16:50
- #21: Time: 17:00, demo 19:30 WRM – Simply the best way to work with WR in a dev environment. Edit, compare, minify, upload, download – you name it SH – What happened here? Investigate environments, do a little Sherlock Holmesing SME – One of the first tools, absolutely indispensable, even if this is now partly supporten in recent versions of CRM PRT – The classic SDK tool, but in XTB. Main advantage: XTB handles all connections for you, plus XTB is always open anyway VLR – Usability, UX enhancer. Make sure views have same column layouts FXB – tbc… PTV – tbc… MetaB – So much easier than browsing customizations, and much more information VD – Usually a lot easier to design views than CRM UI, plus query editing with FXB Stats – last 500 plugin starts (from those who does not opt out) recorded
- #22: Time: 20:20
- #23: Time: 21:30
- #24: Time: 22:30
- #25: Time: 23:30
- #26: Time: 24:30
- #27: Time: 25:40
- #28: Time: 26:30
- #29: Time: 28:00
- #30: Time: 28:10
- #31: Time: 28:30, demo 29:30
- #32: Time: 31:30, demo 31:50
- #33: Time: 32:50
- #34: Time: 33:20
- #35: Time: 33:30
- #36: Time: 34:20