Xrmtoolbox



  1. Introduction To XrmToolBox
  2. Developer Tools (model-driven Apps) - Power Apps | Microsoft Docs
  3. Xrmtoolbox Github
  4. See Full List On Nuget.org

My favorite tool for use with Dynamics 365 Customer Engagement and CDS is XrmToolBox. It is a framework for tools that connect to D365 CE or CDS. Tools are developed and incorporated into XrmtoolBox by anyone who is interested. These tools are used by System Administrators and other Users to make their day to day D365 tasks easier. XrmToolBox is a Windows application that connects to Dataverse, providing tools to ease customization, configuration and operation tasks. It is shipped with more than 30 plugins to make administration, customization or configuration tasks easier and less time consuming. XrmToolBox is a Windows application that connects to the Common Data Service for Apps (CDS). Dynamics 365 Customer Engagement (CE) applications, like Dynamics 365 for Sales, Service or Talent also use the Common Data Service for Apps as their foundational data service.

Introduction

The primary goal of the tool is to give Microsoft Dynamics 365 customizers a way of managing Auto Number attributes. This feature was introduced with the 9.0 release from October 2017. However, this release only supports creating and managing these attributes through the SDK. A user interface for the features is expected to be available from the 9.1 release of the platform.
With the Auto Number Manager for XrmToolBox you can create, alter and delete these attributes through an easy to use UI.

Read more about the features for auto numbers and the technology behind it in blog post
Auto Number attributes in Microsoft Dynamics 365

How-to

Solution


The Solution dropdown will display all available unmanaged solutions in the system.
Select the solution in which to work with auto number attributes.
The prefix of the publisher of the solution will be used for new attributes created.

Entity


The Entity dropdown will display all entities included in the selected solution.
Select the entity for which to work with auto number attributes.

New Attribute

Click this button to create a new Auto Number attribute for the selected entity in the selected solution.

Existing attributes


The table will display logical name and auto number format for existing auto number attributes on the selected entity.
Select an attribute to view the attribute properties, and to update properties or seed (next value to assign).

Attribute properties


This box contains all properties relevant to auto number attributes.
  • Logical Name
    This can only be entered for new attributes. Prefix is taken from the publisher of the selected solution.
  • Display Name
    The display name in the locale of the current user. See property Language Id below.
  • Description
    The description of the attribute in the locale of the current user. See property Language Id below.
  • Maximum Length
    The max length of the attribute. Note that the length must be equal to or greater than the length of the resulting number! If too short, it will not be possible to create records.
  • Language Id
    The language for which to create or update Display Name and Description. This field is pre populated based on current user's settings.
  • Number Format
    This is where the magic happens.
    The format can contain any text or characters, and must contain one placeholder for sequential number.
    The format can contain one or more placeholders for random strings and date/time string.
    To delete a number format, clear this field and check the Don't require SEQNUM box.
    See samples below.
  • Don't require SEQNUM
    Added after screenshot was made
    If this is checked, it is not required to include a SEQNUM component in the Number Format. This will NOT guarantee unique values!
    To delete a number format, check this box and clear the Number Format field.
  • Seed
    The seed defines next sequence number to use.
    When creating a new attribute, this will be set to 1 in nothing is entered.
    When updating an existing attribte, this should be left empty, unless you specifically want to change the existing number series!
    Note that updating the seed for an existing attribute MAY result in duplicated information for new records!
  • Sample Number
    This field will show a sample of the generated auto number, based on the information given above.

Introduction To XrmToolBox

Create / Update

Execute creation or update of the attribute with given properties.

Delete

This will delete the attribute from the entity and data for existing records. This action is not possible to undo, data is LOST!

Show data with FXB

Click this button to open FetchXML Builder with a query to get the last ten records for the selected entity, with primary name, created on, and any auto number attributes included. Xrmtoolbox

Samples

DateTime placeholders accepts Standard Date and Time format strings.

Developer Tools (model-driven Apps) - Power Apps | Microsoft Docs

Documentation

Full SDK documentation is available here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attributes

Other XrmToolBox plugins from Jonas Rapp

Xrmtoolbox Github

FetchXML Builder: fxb.xrmtoolbox.com
Plugin Trace Viewer: ptv.xrmtoolbox.com
Bulk Data Updater: github.com/rappen/BulkDataUpdater
Latebound Constants Generator: github.com/rappen/LateboundConstantsGenerator
Related Records Analyzer: github.com/rappen/RelatedRecordsAnalyzer

Visitor count for ANM, PTV and FXB since 2015-02-19:
1
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Imposition studio 3.8.4 - devalipi software. The Plug-in Data Transporter from XrmToolBox helps to transfer records across organisations. This trick will present it.


Presentation


The user selects a Source Environment and a Target Environment. He chooses an Entity and the attributes to transfer from the Source to the Target. He can set a filter (with FetchXML) to choose the records to transfer. He can choose an action to perform on the target records: Create, Update or Delete. Before transferring the data, it is possible to preview the operations that will be done, to check that they correspond to expectations.

See Full List On Nuget.org


Step-by-Step usage


• Step 1: Make sure that the two environments have the same metadata setup, so that entities/attributes from source environment match target environment.
• Step 2: Open this Plug-in in XrmToolBox, and connect to source environment
• Step 3: In settings select what type of operations you want done. Create, Update and Delete are available. Both Update and Delete options will match records on primary key of selected entity.
• Step 4: Select entity and what attributes you want copied.
• Step 5: Do your mappings. User and currency are some common mappings that you will have to do. Mappings will be done on primary key.
• Step 6: Do you filters to select the data to transfer.
• Step 7: Preview the operations that will be performed. If they meet expectations, hit Transfer data (on top menu) to start the transfer.


Window Overview