What Is Dynamics CRM Entity Attributes Extractor?
The Dynamics CRM Entity Attributes Extractor is a Chrome extension designed for Dynamics 365 CRM (D365 CRM) functional consultants and developers. It streamlines the process of retrieving entity attributes by reducing the time spent finding details like schema names and display names. Whether you’re working on a report or need entity information for integration mapping, this tool helps you quickly gather the relevant data. Plus, it even lets you export the data to Excel for easy reference and reporting.
How Does It Work?
1. Downloading the Extension:
You can easily download the Dynamics CRM Entity Attributes Extractor from the Google Chrome Web Store. It’s also compatible with Microsoft Edge.
2. Open D365 CRM:
Once installed, open your Dynamics 365 CRM environment in your Chrome or Edge browser. After logging in, simply click on the Dynamics CRM Entity Attributes Extractor extension.
3. Fetching Entities:
The extension automatically fetches all the entities from your CRM environment, including both custom entities and out-of-the-box entities. This gives you a comprehensive view of the data you are working with.
4. Search for Entities:
If you have a large number of entities—say, 2000+—it can be difficult to scroll through the entire list to find the one you need. To solve this, the extension provides a Search Entity feature, allowing you to quickly find the desired entity by typing in its name, saving you from the hassle of endless scrolling.
5. Selecting and Fetching Attributes:
Select one or more entities by checking the boxes next to their names, and click on the Fetch button. Once clicked, the extension will display all the attributes related to the selected entities. It provides important details such as the schema name and display name, which are crucial for reporting, integration, or development purposes.
6. Searching for Attributes:
The tool allows you to search for specific attributes within the fetched data, making it even easier to find exactly what you’re looking for.
7. Export to Excel:
At the bottom of the results page, you’ll see an Export to Excel button. By clicking on it, you can download the data as an Excel file. This feature is handy for creating integration mapping documents or reporting purposes, where you must share or reference the entity attributes.
8. Upcoming Features:
In future updates, you can expect to see even more new features designed to assist both D365 CRM developers and functional consultants. These enhancements will further streamline your workflow and provide additional tools to help you work more efficiently with CRM data.
Time-Saving Benefits
The Dynamics CRM Entity Attributes Extractor eliminates the manual effort of navigating through CRM forms to find entity attributes. By providing a quick and easy way to fetch, search, and export entity data, it significantly reduces the time and effort required for:
- Building reports
- Preparing integration documents
- Mapping entity attributes for custom solutions
- Creating comprehensive CRM documentation
In a few clicks, you can gather all the details you need, including searching for entities in large lists, saving you from the time-consuming process of manually searching for attributes.
This tool is necessary for any Dynamics 365 CRM consultant or developer looking to streamline their workflow and boost productivity.
For more information, you can visit the Chrome Web Store.