Smart Buttons in Ribbon Workbench | XrmToolBox

You must’ve definitely used Scott Durow’s Ribbon Workbench in XrmToolBox which is one of the most popular tools for in the XrmToolBox. Here’s what Smart Buttons can do to further extend capabilities of the Ribbon!

Let’s see how you can install Smart Buttons if you already have not installed the solution in your environment and also I’ll summarize how each of these will work! Hope this post captures the bare-minimum well.

Installing Smart Buttons

Here’s how you can install the Smart Buttons solution to make it appear in your Ribbon Workbench!
Link: Install Smart Buttons for Ribbon Workbench | XrmToolBox

Smart Button Posts

  1. Run Report
  2. Run Workflow
  3. Run Webhook
  4. Quick JS
  5. Open Dialog

Hope this helps!

Here are some Power Automate posts you want to check out –

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform\
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Connecting XrmToolBox to an MFA enabled Dynamics 365 environment | Azure AD

It has always been recommended to enable MFA on environments we work on. For developers, it is especially critical that MFA is enabled that developers are also someone who need to connect the more than ever!

Here’s one of the common challenges in being able to connect to an MFA enabled Dynamics 365 instance using XrmToolBox.

Register the Dynamics 365 environment as an App in Azure

Microsoft has provided a recommended way to register an App with Azure Active Directory and also the same has been mentioned in the XrmToolBox Connection utility. Below is a summary from the original Microsoft Documentation on the same –

  1. Go to and look for Azure Active Directory.

  2. Once you save it, you’ll get the Application (client) ID which which will be needed by the XrmToolBox while connecting.

  3. Go to the Manifest file and make “allowPublicClient” to true and Save it.

  4. Now, navigate to API Permissions from the left side menu.

  5. Now, search for the permission “Common Data Service” under the tab APIs for my organization uses.

  6. Make sure Delegated Permissions are selected and tick mark user_impersonation and click on Add permissions.

  7. Select the same and your permissions should look like below. Once this is the state, you are done on Azure side.

    Now, let’s connect XrmToolBox to the Dynamics 365 environment.

Connecting to Dynamics 365 using the XrmToolBox

Let’s see what steps you need to follow in order to connect to the Dynamics 365 instance

  1. Open XrmToolBox and create a New Connection.

  2. Now, since you are aware that the environment is MFA enabled, select MFA/OAuth method.

  3. Enter the URL of the Organization and click Next as shown below.

  4. Now, enter the Application ID which you can copy from the registered App in Azure.

  5. If you click on the “Use development Azure AD App”, the Reply Url will be populated automatically. Before that, you’ll see the message notifying which scenarios this is suitable.

  6. Read below. At this point, I haven’t tried the other method and stuck to the below since I connect XrmToolBox to the Dynamics 365 environment for development purpose.

  7. Once you click OK on the above, the Reply Url will be auto-populated and you can proceed further.

  8. Now, enter the username which you want to connect with. Supposedly, this is the one on which MFA is enabled.

  9. Upon clicking Next, you will be asked the Password of the credentials you are using.

  10. Once you’ve entered the same, it will send a request to your Authenticator on the registered device.

  11. One the device, assuming you have the Authenticator App installed already, you can Approve the same to let the Authentication go through.

  12. Upon Approval, the XrmToolBox will be authenticated and it will be connected to the Dynamics 365 environment. As usual, you can then give it a name and click Finish to save it on your XrmToolBox.

Hope this was helpful!!

Here are some more Azure / Dynamics 365 / XrmToolBox related posts you might want to check out –

  1. Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox
  2. Set Lookups in Xrm.WebApi D365 v9 correctly. Solving ‘Undeclared Property’ error
  3. Understanding Xrm.Page Object ModelForm Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  4. Use Rich-Text Control for Multiple Lines of Text in Dynamics 365 CE | Quick Tip
  5. Ribbon button visibility based on a field value in Dynamics 365 | Ribbon Workbench
  6. Pass Execution Context to JS Script function as a parameter from a Ribbon button in Dynamics 365 | Ribbon Workbench
  7. Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
  8. Call Azure Function from Dynamics 365 CRM using Webhooks
  9. Use Azure App Passwords for MFA enabled D365 authentication from Console App
  10. Find Created On date of solution components in Solution Layers | Dynamics 365 [Quick Tip]

Thank you!!

Bringing back Maintain Bookings Availability View from D365 PSA 1.2.x into 2.4.x

Disclaimer: This is an experimental implementation and is not recommended out-of-the-box. My assumption is Microsoft would not provide support for anything that gets goes wrong while implementing this, with the original MS scripts or anything that intervenes with out-of-the-box functionality. Kindly implement at your own risk, do not change the existing out-of-the-box files and back up entities/files before any customization.

Maintain Bookings Schedule Board view in PSA 2.4.x?

Recently, I upgraded PSA from v1.2.x to v2.4.x. And I missed the classic Availability view of the Maintain Bookings of the older version. 2.4.x has the new Schedule Board approach.

Schedule Board based Maintain Bookings view as below

Instead of the old Availability View from the v1.2.x version which looked like this –

Also, even other projects bookings were seen which wasn’t desired and editing the hours was added effort. Se let’s see what we can do her –


  1. Knowledge of Ribbon Workbench in the XRMToolBox.
  2. Make sure you have any D365 environment having PSA in version 1.2.x. You’ll need the older ProjectTeamActions.js file from that version of D365 PSA 1.2.x.


  1. I prepared a new JS Web Resource (named it MyCustomProjectTeamActions) in the target PSA 2.4.x environment and added the code from the PSA 1.2.x’s PSA file ProjectTeamActions.js file referred in the Pre-Requisites section above
  2. In the XRMToolBox, connect to the 1.2.x’s Specify Pattern button on the Team Member Sub-grid view, you can use that as a reference.
  3. In your updated PSA 2.4.x’s Org, assuming you have copied the ProjectTeamActions.js from the older org to your custom Web Resource file in Step 1 above, you can prepare a new custom button next to the existing one and use your custom file instead on your button. I just called it ‘New Maintain Bookings’
  4. And Publish your changes. Then go to the Project’s Project Team Member view and see your new button work.

Seeing it Work

  1. Now your new button appears besides the current version’s Maintain Bookings.
  2. And that will bring up the Availability View for the Maintain Bookings on how it was in PSA 1.2.x

Hope this helps you out too!