In this XrmToolBox series, in the first four articles i have explained about,
- How to Install the XrmToolBox?
- How to Connect to Dataverse/ Dynamics 365 organization in XrmToolBox?
- How to Install a Tool in XrmToolBox?
- 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.
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.