If you are a newbie developer on Dynamics 365 Customer Engagement Applications / CRM, and you’ve been told to check metadata to verify if your customizations are in place or not, here’s how you can check the metadata –
This approach is without use of any managed solution or browser extensions.
Get Service Root URL
Here’s how you can get the Service Root URL of your environment once you have the System Administrator or System Customizer role –
- Drop down from Settings and look for Customization.
- And in Customizations, you can look for Developer Resources.
- You’ll find the Service Root URL mentioned in the Developer Resources page.
- Copy that and paste it in the browser – [Make sure you are always logged into the environment]
- Now, add the $metadata keyword to get the complete metadata of the environment.
- And when you press Enter, you’ll see the complete metadata.
In case you don’t have enough memory on the browser due to cache issues, you’ll see this.
In this case, you can either clear cache or try another browser. This will take some time to load.
And you’ll see the metadata as below – you can then use Ctrl + F (Find) on the browser to look for the resources you are looking for
Hope this was useful!
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