XrmToolBox & FetchXML Builder – Complete Setup Guide (Dataverse)

XrmToolBox is a must-have utility for Microsoft Dataverse and Dynamics 365 developers. It provides a collection of powerful community-driven tools that help with development, administration, troubleshooting, and data analysis.

In this blog, we will walk through installing XrmToolBox, understanding its interface, and setting up FetchXML Builder using Microsoft login.

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Step 1: Download XrmToolBox

1. Open the official website

   https://www.xrmtoolbox.com/

2. Download the latest XrmToolBox package

3. The download will be a ZIP file

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Step 2: Extract and Open XrmToolBox

1. Extract the downloaded ZIP file

2. Open the extracted folder

3. Locate XrmToolBox.exe

4. Double-click to launch the application

No installation is required. XrmToolBox runs as a portable application.

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Step 3: XrmToolBox Home Screen Overview

After opening XrmToolBox, you will see the welcome screen.

Main Areas Explained

• Start Page

  • Welcome message

  • Recently used tools

  • Quick actions

• Tools

  • Shows all installed tools

  • Used to open tools like FetchXML Builder

• Tool Library

  • Central marketplace for all tools

  • Install, update, or uninstall tools

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Step 4: Open Tool Library

1. Click Tool Library from the top menu

2. The Tool Library lists all available tools created by the community

Tool Library Features

• Search tools by name

• Sort tools by popularity or name

• View tool details such as version, author, and downloads

• Install or uninstall tools

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🔹 Step 5: Install FetchXML Builder

1. In the Tool Library search box, type FetchXML Builder

2. Select FetchXML Builder by Jonas Rapp

3. Click Install

4. Wait for the installation to complete

If already installed, the button will show Uninstall

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Step 6: Open FetchXML Builder

1. Go to the Tools tab

2. Select FetchXML Builder

3. You’ll be prompted with:
   “Do you want to connect to an organization first?”

4. Click Yes

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Step 7: Create a New Connection

1. The Connections window opens

2. Click + New

3. Select Microsoft Login Control

Why Microsoft Login Control?

• Uses modern OAuth authentication

• Supports MFA

• Recommended for Dataverse and Power Platform environments

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Step 8: Login Using Microsoft Account

1. Keep Use default configuration selected

2. Click Open Microsoft Login Control

3. Choose Office 365

4. Click Login

5. Enter your Microsoft credentials

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Step 9: Select Power Platform Environment

After successful login:

1. XrmToolBox displays all environments you have access to

2. Select the required Dataverse environment

3. Continue to validate the connection

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Step 10: Save the Connection

1. Once validation is successful, you’ll see Connection validated!

2. Enter a Connection Name (example: Dev Environment)

3. (Optional) Set environment highlight or browser profile

4. Click Finish

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Step 11: Launch FetchXML Builder

1. If prompted with “No connection selected”, click OK

2. FetchXML Builder opens with the selected environment

3. You can now start building FetchXML queries

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What You Can Do with FetchXML Builder

• Build FetchXML queries visually

• Join related Dataverse tables

• Apply filters and conditions

• Execute and test queries

• Generate FetchXML, C#, JavaScript, and Web API queries

• Debug views and complex data issues

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Conclusion

XrmToolBox with FetchXML Builder is an essential setup for Power Platform and Dataverse developers. It simplifies querying, debugging, and understanding Dataverse data, saving significant development time.

If you work with Model-Driven Apps, Power Automate, or Dataverse APIs, this tool should be part of your daily workflow.