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Questions tagged [xrmtoolbox]

XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks.

XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks. It ships with more than 20 plugins to make administration, customization or configuration tasks easier and less time consuming.

Besides the 20 plugins that ship with the XrmToolBox, it is also highly extensible. Anyone can create and share their own XrmToolBox plugins, just by implementing a single interface.

The XrmToolBox is free, open-source and developed by the community on GitHub.

39 questions
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Disable proxy types for OrganizationServiceProxy

I'm working with pre-defined IOrganizationService object I cannot modify — it's out of my control. And it seems to be by default this IOrganizationService returns resolved types as if EnableProxyTypes() was called implicitly somewhere on originating…
shytikov
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How to take a value in one column and copy that value to a field on the same record in bulk

We use Dynamics 365 and have a couple custom entities related to real estate. We have a field in one of our main entities that has been used to set a "Property Owner" using a lookup field, but we're at a point now where Accounts can/should be the…
MetaGup
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The XRM Toolbox Connection Wizard throws an Error 2

When I enter the credentials and it successfully passes 2-Factor I receive an error. This is what is in the error log. Microsoft.Xrm.Tooling.Connector.CrmServiceClient Information 8 4/26/2023 7:32:29 PM Found 3…
Aimee
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How to export/download audit summary records for a Dataverse table into an Excel workbook or as a CSV?

I am looking for a way to export/download audit summary records for one of my Dataverse tables in form of an Excel workbook or as a CSV. I've checked if 'Audit History Explorer' plugin for XRMToolBox provides any way to download it but couldn't find…
Jaqen H'ghar
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"Register New Service Endpoint" is missing in PlugIn Registration inside the XRM Toolbox

I have downloaded the latest XRM Toolbox and is using the PlugIn Registration in the XRM Toolbox. I have created a Azure Service Bus and wanted to connect it to a particular entity on an environment I have connected on PlugIn Registration…
Leanne
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Dataverse Data Import + Needing to Grab a ForeignKey -- How would you do this?

So the setup looks like this: We have a SQL Server that our WebApp runs off of. We're looking to get into Dynamics, with our first step being the CRM Module and Omnichannel voice. To do this, I've had my developers boil down our sales into a "real"…
Dan Williams
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UserNotLicensed :User does not have license to use with access

I am using below code to create CRM Client var conn = new CrmServiceClient($@"AuthType=ClientSecret;url={organizationUri};ClientId={clientId};ClientSecret={clientSecret}"); Above code is throwing me "UserNotLicensed :User does not have license to…
e2eDev
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Error while deserializing configuration file. Details: There is an error in XML document (15, 8)

I tried to open XRMtoolbox but I got this error: Error while deserializing configuration file. Details: There is an error in XML document (15, 8). Can somebody help to solve it (details of error below)? at…
Danny Vu
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Determine where a field is modified in dynamics 365

I have a custom entity. I wish to know how/when a field get modified. The field is read only on a form. If it is through Javascript or flow etc. Is there a simple way to get this information? A tool in the xrmtoolbox maybe?
kede
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"Unhandled expression type" in SQL subquery

I am using XrmToolBox with SQL 4 CDS to make some edits to a user in MS Dynamics. I don't quite know where the error lies-- in the SQL expression? In the FetchXML that it gets converted to? Anyway, here's my expression: INSERT INTO systemuser ( …
Andrew
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CRM Plugin IQueryable Early bound Entities subquery is "invoking an invalid property or method"

I have some earlybound entities built with XrmToolbox, using the IQueryable datasets, trying to extract some Case titles where the Case is not linked to another entity. Tried both of these methods and they produce much the same error: if…
devonuto
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XrmToolBox Tools tab blank

I recently switched laptops at my job and need to set up this new one like the last. Wasn't a part of the last set up and don't have the same resources now. When I install the XRM tool box, the only tools visible are the ones that come…
RobIsNotATechGuy
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Using IN operator OData 4.0 "Bad Request" FetchXML Builder xrmtoolbox

By using FetchXML Builder in Xrmtoolbox I have an OData 4.0 string: .../contacts?$filter=(searchable eq true) or (contains(firstname, '%25firstName%25)' or contains(lastname, '%25lastName%25') or…
FearlessFox
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XrmToolbox Connectivity issue with Dynamics 365 environment

I am trying to create connection on my XrmToolbox using Connection Wizard. I am trying to establish connection with the Dev environment. I pass the the instance url and credentials. But, upon finishing the setup, the connection is switching to our…
Harsha
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XRMToolbox cannot connect to Dynamics CRM

I'm using the XRMToolbox normally and it suddenly cannot connect to Dynamics CRM anymore. I still can access to dynamic CRM normally but now I cannot using XRMToolbox. This is the error message. Do you guys have any recommendations???
Phạm Ngọc Thành
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