How to Install, Connect to Microsoft Dataverse and Use XrmToolBox (Part 5 of 5)?

In this XrmToolBox series, in the first four articles i have explained about,

  1. How to Install the XrmToolBox?
  2. How to Connect to Dataverse/ Dynamics 365 organization in XrmToolBox?
  3. How to Install a Tool in XrmToolBox?
  4. How to use XrmToolBox with some Tips?

Now, in this article, I am going to explain about some more important Tips that we can use it in XrmToolBox.

Tip 5: Hide XrmToolBox Library

Be default, XrmToolBox Library pop up will be opened every time after the launch of XrmToolBox.

Follow the below steps to hide XrmToolBox Tool Library.

Step 1: Click on Show on XrmToolBox startup button.

Step 2: After, click of this button, Blue color rectangle border around this button will not be shown.

Close and relaunch the XrmToolBox to see the changes.

Step 3: If you want to open Tools Library, then

Go to Start page and click on Open Tool Library under Quick actions.

or

Click on Configuration and Click on Tool Library.


Tip 6: Manage Connections

By default, all the connections would be stored in the Default connection file. You can organize them according to your need.

Follow the below steps to create a new connection file.

Step 1: Click on Configuration and click on Manage connections.

Step 2: Click on the required Dataverse connection to move to new Connection file and Click on the button as shown below.

Step 3: Provide Connection File name and Choose the Path to save your Connection file in XML format.

Click on OK.

Step 4: New connection has been created and the existing Dataverse connection “Dev – Trial” has been moved to “Contoso – D365 Dev Environments“.

I have created a new Connection file “Contoso – D365 Test Environments” and moved Test – Trial Dataverse connection to it.

Keep all your Connection files in a secure place and if you want to use them again, in a different PC, you can add them again by clicking on Add an exisiting connection file in XrmToolBox.

In this way, you can organize all your connections at a single place in Connections Manager.


Tip 7: Dataverse Connection String

Follow the below steps for getting the connection string of the Dataverse environment.

Step 1: Open Connections Manager and Choose your required Connection File.

Step 2: Click on the Database icon as shown below.

Step 3: You can see the below Connection string of the selected Dataverse Environment that can be used in our Code.


Tip 8: XrmToolBox Paths

Follow the below steps to see the XrmToolBox installation folder and storage folder.

Step 1: Click on Configuration -> Settings.

Step 2: Click on Paths tab to see the links for XrmToolBox folder and storage folder.

Step 3: Click on Open XrmToolBox folder to see the XrmToolBox installation folder path with all the Dlls used for running this tool.

Step 4: Click on Open XrmToolBox storage folder to see the all the information related to XrmToolBox like Connections, Logs, Settings etc.

Note: Update your Tools and XrmToolBox, when ever it prompts to see the latest features and bug fixes provided by the Tool Authors.

Please share your valuable feedback on this article.

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