Introduction to the XrmToolBox
In this video, UG Expert Kylie Kiser kicks off her series on the XrmToolBox by giving an overview of what the tool is.
Key Takeaways
- Overview: The XrmToolBox is an essential resource for CE/CRM and Power Platform administrators and customizers, offering a variety of tools to assist with their tasks.
- Getting started: To get started with the XrmToolBox, visit xrmtoolbox.com to download the tool and access its documentation. The XrmToolBox is a free, community-driven collection of tools for working with Dynamics, Power Platform, and Dataverse environments, offering a variety of capabilities created by the community to assist administrators and customizers.
- New tools: To work on specific tasks like Forms, for example, you can search for and download relevant tools from the XrmToolBox. It’s important to set up new connections for each environment, starting with a development environment to test everything before moving to production.
- New connections: To create a new connection, click on “New Connection” and use the Microsoft login control to log in with your Office 365 credentials. After logging in, you can select the organization and environment, and name the connection for easy access in the future.
- Explore the tool: Once you’ve set up a connection in the XrmToolBox, you can quickly connect to your environments and use the tools within them. Before the next video, make sure to download the XrmToolBox, connect it to your development organization, and explore the available tools.
