XRM Toolbox – Quick Start for M365 Devs (TSQL and FetchXML)
Quick start guide showing step-by-step how to install XRM, configure corporate web HTTP proxy settings, connect to Microsoft 365 Dataverse with Login Control, and run query. Data can be viewed with both SQL 4 CDS and FetchXML tools. NOTE – FetchXML is required by many PowerAutomate (MS Flow) action steps to query MS Dataverse records.
Familiar with TSQL pattern SELECT FROM WHERE? Then SQL 4 CDS will make MS Dataverse table support a breeze. Cheers.
VIDEO
REFERENCES
- https://www.xrmtoolbox.com/documentation/for-users/install-xrmtoolbox
- https://www.xrmtoolbox.com/documentation/for-users/xrmtoolbox-settings
- https://www.xrmtoolbox.com/plugins/MarkMpn.SQL4CDS
- https://www.xrmtoolbox.com/plugins/Cinteros.Xrm.FetchXmlBuilder
- https://learn.microsoft.com/en-us/power-automate/dataverse/list-rows?tabs=classic-designer
SCREENSHOTS
WHAT IS FetchXML?
Use a Dataverse-style FetchXML query, which allows more flexibility in building custom queries. These queries can be useful when you work with a table that has multiple related tables, or handling pagination. The following screenshot shows how to use FetchXML.
Type the following in the Fetch Xml Query field.
