From presentation from the Hackathon during Dynamics 365 Saturday in London, UK, 2018-01-26.
Detailed description of XrmToolBox, how it is installed, tips for upgrades, handling connection files, etc.
A few favorite tools are discussed, such as Ribbon Workbench, FetchMXL Builder and Auto Number Manager.
Finally a few alternative tools outside XrmToolBox.
7. Why XrmToolBox?
– Customizer/Developer perspective
I really don’t like working too hard
Internal tools and gadgets
The toolbox is there to be filled
Open Source
Community collaboration
7
21. Ribbon Workbench MVP Scott Durow
Why?
Editing RibbonDiffXml manually is inhumane
Legacy overkill inherited from SharePoint
How?
Graphical UI to layout buttons
Connect buttons to commands
Connect commands to enable- and display rules
Connect commands to actions
Connect actions to js-functions
Remember
One small solution
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22. Auto Number Manager
Why?
Auto Numbers are finally possible to customize
But only through SDK
How?
Identify existing Auto Number attributes
Facilitate creating new and updating existing
Dynamics 365 UI Limitations
Just not possible in IU
23. Auto Number Manager – Features
Create new Auto Number attributes
Update existing
Change current value
Snippets
Show sample result
Retrieve existing values (using FXB)
http://anm.xrmtoolbox.com
24. FetchXML Builder
Why?
FetchXML is the query language for Dynamics CRM
Advanced Find is the only “editor”
How?
Represent query in hierarchical UI
Generate corresponding FetchXML
Dynamics 365 UI Limitations
Not-in queries
Aggregate queries
System/internal entities
Attributes from linked entities
…and so on…
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25. FetchXML Builder – Features
Solution to OOB limitations
Join on other fields than relationships
Generate C# QueryExpression code
Generate OData query string
WebAPI coming soon!
Convert to SQL
Easy to use UI to compose queries for reports in CRM
Easy integration with other tools
http://fxb.xrmtoolbox.com
@FetchXMLBuilder
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26. Plugin Trace Viewer
Why?
Monitor plugin behavior
Development “debugging”
How?
Initialize Tracing Service
Write to trace
Throw exceptions
Dynamics 365 UI Limitations
Filtering, Column set, Form design
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27. Plugin Trace Viewer – Features
Filter by almost anything
Retrieve > 250 records
Quick view message / exception
Group / filter by correlation id
Aggregated stats
Identify related traces
Show related Plugin Statistics
Update log setting
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http://ptv.xrmtoolbox.com
@PluginTraceView
36. If you are not working with
XrmToolBox…
…you are just working too hard.
Editor's Notes
Time: 0:00
Time: 0:20
Introduction of Jonas
Time: 1:00
Don’t work harder than you have to
Time: 1:20
Thank you, sponsors!
Time: 1:30
Send me an email and I will send you links from the presentation immediately after this session.
Time: 1:50
UI: Things hard in CRM can be easy in XTB
Bulk: Update records, Change User Settings, Run WF
Data: Read system entities, complex queries
Editors: RWB, Sitemap, View Designer
SDK: Auto Number Manager, DateTime Behavior
Time: 3:00
Work: So many tools making customization easier and safer
Internal: Specialized one-off apps, custom procedures
Fill the box: Common interface, connectivity. Common marketing
OSS: Learn from each other
Community: Contribute where you can
Time: 4:10
Time: 4:20, demo 5:00
Go to XTB website, built on Dynamics Portals
Download the latest version
Unblock the file by right-clicking, select Properties, and Unblock. Windows protects us. Thank you.
Unpack the zip at location of choice
Run xrmtoolbox.exe
Time: 6:20
The Plugins Store is where you find the plugins you need
It shows tools that have been updated
Rating – currently starting up
Validation process will be enforced
Installing will get plugin packages from NuGet and deploy to XTB
Customize the experience
Time: 7:50, demo 8:20
Rating helps developers develop and users use!
Demo of rating at xrmtoolbox.com
Time: 9:40
The Feedback entity introduced in v8.1 is used – try it!
Perhaps something to use at the hackathon?
Time: 10:10
Some basics, how XrmToolBox works behind the curtains.
Time: 10:20
XTB manages files in “safe” area
Time: 11:10, demo 11:30
Default area under AppData
Override for custom scenarios
Controlling available plugins from IT dept
Time: 12:40
You should learn to manage your connection files
It can be a pain, losing connections etc
Separate files for customers, projects, teams
Put them in a safe place
Add them as part of your project setup
I store mine on my OneDrive, available anywhere
Time: 14:10
Look into the settings, customize your experience
Make XTB work for you, not against you
Time: 15:30
Now and them you are met by this prompt
Accept! I know you are in a hurry, we all are, always
You say it breaks down, files conflict
You say your connections are lost, but now you know better!
It is safe to delete the plugins folder, can be restored from Store
Program folder gets backed up too
Time: 16:50
Time: 17:00, demo 19:30
WRM – Simply the best way to work with WR in a dev environment. Edit, compare, minify, upload, download – you name it
SH – What happened here? Investigate environments, do a little Sherlock Holmesing
SME – One of the first tools, absolutely indispensable, even if this is now partly supporten in recent versions of CRM
PRT – The classic SDK tool, but in XTB. Main advantage: XTB handles all connections for you, plus XTB is always open anyway
VLR – Usability, UX enhancer. Make sure views have same column layouts
FXB – tbc…
PTV – tbc…
MetaB – So much easier than browsing customizations, and much more information
VD – Usually a lot easier to design views than CRM UI, plus query editing with FXB
Stats – last 500 plugin starts (from those who does not opt out) recorded