6 Tools in XrmToolBox All System Administrators Should Know

In this video, UG Expert Heidi Neuhauser gives an overview of the XrmToolBox and highlights six tools that all system administrators should know.

Key Takeaways

  • Overview: The XrmToolBox is a free downloadable tool that allows you to connect to your Dynamics 365 instances, access a variety of tools, and manage your environment efficiently. It features a tool library, recently used tools, and favorites, with a focus on system administrators.
  • User Settings Utility: The User Settings Utility is a highly useful tool for system administrators, allowing them to manage users’ personal settings in bulk, saving time and effort, and eliminating the need to train hundreds of users on individual settings adjustments.
  • Attribute Usage and Bulk Delete: The Attribute Usage Inspector helps system administrators determine how often a field or column is used in an entity or table, aiding in decisions about field removal and reinforcing end-user training. Additionally, the Bulk Delete tool allows for efficient bulk deletion of records, but must be used with caution due to its powerful capabilities.
  • Deduplicator: The Deduplicator tool helps identify and merge duplicate records in your environment, while the attribute bulk updater allows you to change various attributes of a field, such as renaming, deleting, or changing the field type.
  • Attribute Bulk Updater: The Attribute Bulk Updater is useful for converting a mission-critical text field into a choice field with an option set. However, it’s important to have a data management process in place, including exporting the original data and backfilling it after the attribute type change.
  • Personal User Views Migration: The Personal User Views Migration tool allows you to reassign, copy, and delete views, charts, and dashboards, making it easy to convert personal views into system views for everyone.

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