XrmToolBox: Difference between revisions

Latest revision as of 11:42, 13 March 2025

Resco Support
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XrmToolBox is a free Windows application that provides a set of tools to simplify your work with the Dynamics backend server (or any similar backend based on Dataverse).

How can XrmToolBox help

Login tester – When a user can connect through a browser, but cannot log into the application using the same, verified credentials, Login tester can be used to test connection through web services (Dataverse).
Fetch XML – Verify that your sync filter/view filter fetches the desired records (Note: fetch must be extracted from .xml file)
Security role permissions for various objects

Connecting to your organization

The following demo explains how to connect XrmToolBox to your Power Platform or Dynamics environment.

@@ Line 1: / Line 1: @@
-'''XrmToolBox''' is a free Windows application that provides a set of tools to simplify your work with the Dynamics backend server (or any similar backend based on Common Data Service, CDS).
+{{Support TOC}}
+'''XrmToolBox''' is a free Windows application that provides a set of tools to simplify your work with the [[Dynamics]] backend server (or any similar backend based on Dataverse).
 * [https://www.xrmtoolbox.com/ Official webpage]
 * [https://www.xrmtoolbox.com/documentation/for-users/first-steps-with-xrmtoolbox/ Getting started]
-* [https://ardalyst.com/microsoft-dynamics-finding-parent-records-with-no-child-records-using-xrmtoolbox-and-fetchxml/ Typical use case]
 == How can XrmToolBox help ==
-*Login tester
-**When a user can connect through browser, but cannot log into the application using the same, verified credentials, Login tester can be used to test connection through webservices (CDS)
+* Login tester – When a user can connect through a browser, but cannot log into the application using the same, verified credentials, Login tester can be used to test connection through web services (Dataverse).
-* FetchXML
+* Fetch XML – Verify that your sync filter/view filter fetches the desired records (Note: fetch must be extracted from .xml file)
-** Verify that your sync filter/view filter fetches the desired records (Note: fetch must be extracted from .xml file)
 * Security role permissions for various objects
-* TBD
-[[Category:Support]]
+== Connecting to your organization ==
+The following demo explains how to connect XrmToolBox to your Power Platform or Dynamics environment.
+[[File:Xrmtoolbox-connect-to-organization.png|link=https://resco.storylane.io/share/ovxagvz4x7a1]]
+[[Category:Support]] [[Category:Dynamics]]