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XrmToolBox main features
This page explains the main features available in the application
You can manage connections in different locations
To create a new connection, you can:
- Click on button "Connect to CRM", then on button "New connection"
- Click on button "Manage connections", then on button "New connection"
- Click on bottom left status bar button, then on button "Create new connection"
To update a connection, you can:
- Click on button "Manage connections", select a connection, then click on button "Update connection"
- Click on bottom left status bar button, select a connection, then click on button "Update"
To delete a connection, you can:
- Click on button "Manage connections", select one or more connections, then click on button "Delete connection"
- Click on bottom left status bar button, select a connection, then click on button "Delete"
By default, connection are sorted by deployment type, then by name
You can enable the "MRU" (Most recently used) feature by clicking on button "Enable MRU First" on connections list. This will display the connection by last connection date.
In XrmToolBox, you can open multiple plugins at the same time. They are opened each in one tab. Here is the feature that exists to work with tabs
To close a tab, you can:
- Click with mouse middle button on the tab
- Click on menu "Tabs" then "Close current tab" or "Close all tabs" or "Close all except active tab"
XrmToolBox lets you configure different options
You can choose to display plugins either with Large icons or Small icons. Large icons display more information but Small icons can display more tools on screen.
When "Most used tools" feature is enabled, XrmToolBox counts the number of tools opening and order them by this count descending so that tools you use more are displayed first
This feature allows you to uncheck tools you don't want to see in plugins list. This way, you don't have to delete the corresponding assembly
Proxy feature helps you to configure XrmToolBox to connect to your Dynamics CRM organizations through a proxy
Search feature helps you type characters to filter plugins list. This search is made against Plugin name and Plugin author. It's a "contains" search.
When you open XrmToolBox, search bar has focus so you can start typing the name of the plugin immediatly
To be completed
Feedback allows you to create a bug/issue in the source code repository used by XrmToolBox (Github) or the active plugin (if not from MscrmTools) on Github or CodePlex (depends on the plugin). This way, you can participate to the bugs fixes and enhancements of XrmToolBox and plugins
If you think XrmToolBox or one additional plugin improved your productivity or saved you time on your Microsoft Dynamics CRM project, then you can donate some coins using PayPal.