Best practices, useful Xrm Toolbox tools, and in-depth walkthroughs for CE development
Metadata is what keeps your automation, integrations, and UAT from turning into guesswork. This guide covers when to use Metadata Browser to confirm what a field really is (logical name, type, relationships, option values), and when to use Metadata Document Generator to create a shareable data dictionary for UAT/support/handoffs—so you stop answering “what field is that?” on repeat.
Customization helpers are your “make it look right + behave right” toolbox for Dynamics 365/Dataverse—forms, views, web resources, and client scripting. This guide helps you quickly find where JavaScript is registered, bulk-standardize forms and views without endless clicking, safely refactor columns/attributes, and create or document choice lists in a governed way—so you ship value without creating a haunted form that only breaks on Tuesdays. 🙂
This guide is your “show me the receipts” playbook for Dataverse/Dynamics 365 troubleshooting. When someone swears a record doesn’t exist, a view “almost works,” or a filter is only emotionally correct, you’ll use a repeatable checklist plus FetchXML Tester and Schema Browser to isolate the breaking condition, confirm the true schema/relationships, and prove the behavior with before/after evidence—without clicking around the UI like it owes you money.
Solution work is where good ALM happens—and where “Why is Prod different?” is born. This guide gives you a repeatable way to assemble deployable solutions, trace what changed with real deployment receipts, and move solution content from Dev → UAT → Prod without missing dependencies, unmanaged-layer surprises, or “oops we forgot the web resource” moments.
Security work is where you realize Dataverse isn’t “broken”—it’s just extremely literal. This guide gives you a repeatable way to diagnose “why can’t they see X?” by separating table vs record access, comparing a user to a known-good “golden user,” using role comparison to find the exact missing privilege (hello, Append/Append To), and doing safe bulk onboarding via CSV without accidentally handing out System Admin.
Auditing is how you stop arguing and start proving: who changed what, when, and what it was before—using evidence, not group chat speculation. This guide covers Audit History Extractor for bulk, report-ready audit exports (including lookup/optionset-friendly values), plus a repeatable way to validate results and produce an investigation summary clients can actually use. It also includes Environment Processes Comparer to spot process drift across environments so “Dev works, Prod doesn’t” becomes a quick diff—not a scavenger hunt.