What is XrmToolBox?#
XrmToolBox https://www.xrmtoolbox.com/ is a free to use Windows application that connects to the Microsoft Dataverse (the Dynamics 365 database).
XrmToolBox is a community tool, developed predominately for developers. All tools available to use through XrmToolBox are developed by third parties and may not be supported. The Pump Product Team have not developed the tools that are available.
XrmToolBox, provides tools to ease customization, configuration and operation tasks for anything built on CDS, including Dynamics 365 CE (formerly CRM) and model-driven PowerApps. It is shipped with more than 30 tools to make administration, customization or configuration tasks easier and less time consuming. And more than 100 other tools are available in the Tool Library.
Using XrmToolBox#
We advise the use of XrmToolBox, and the tools that are available through it, when standard functionality does not exist in Dynamics 365 to allow for complete administration of your environments. However, when standard functionality does exist, we always advise you to use it, before looking using XrmToolBox. We also request that you contact the Pump Product Team directly for support before looking to use XrmToolBox too.
When selecting tools to download and use in XrmToolBox we recommend that you use the Rating and Release Date to determine the legitimacy of each tool, as well as visiting and reviewing the information found under the Project Url to understand what the tool allows you to do.
❗We recommend that XrmToolBox is only used by System Administrators, who are experienced with the administration, configuration and customisation of Pump and Dynamics 365.
We are unable to support the use of XrmToolBox or the tools it provides. Where support is needed, XrmToolBox provide documentation on their website here: https://www.xrmtoolbox.com/documentation/for-users/. The documentation describes how to install XrmToolBox and how to install tools. Typically the developer of each tool can also be contacted for support too.
❗Please be aware: the use of XrmToolBox and the tools available through it are used at the customers risk. If the use of a tool provided through XrmToolBox results in remedial work having to be carried out by the Pump Support Team, you may be charged for such work.
Microsoft have defined a suggested list of tools that may be useful, these can be found here: