Jump to content

XrmToolBox: Difference between revisions

From Resco's Wiki
No edit summary
No edit summary
 
(2 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{Support TOC}}
{{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 Common Data Service, CDS).
'''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/ Official webpage]
Line 7: Line 7:
== How can XrmToolBox help ==
== 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 (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).
* Fetch XML – Verify that your sync filter/view filter fetches the desired records (Note: fetch must be extracted from .xml file)
* 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
* 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.
[[File:Xrmtoolbox-connect-to-organization.png|link=https://resco.storylane.io/share/ovxagvz4x7a1]]




[[Category:Support]] [[Category:Dynamics]]
[[Category:Support]] [[Category:Dynamics]]

Latest revision as of 11:42, 13 March 2025

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.