This is a plugin for XrmToolBox, designed for administrators.
It enables administrators to create multiple user views across entities in bulk, using standard and commonly used fields.
- Create multiple public and personal views in bulk
- Automatically detects and loads entities from the current solution
- Configurable view naming using dynamic tokens
- Customizable column layout (position, order, width)
- Duplicate existing views as public or personal views
- Export views to Excel:
- Export all views to Excel
- Export views for selected entities
- Load an XML file and export its views to Excel
- The tool loads entities included in the current solution.
- Entities with
IsValidForAdvancedFind = falseare excluded, as views cannot be created for them.
-
Type
Supports User View (Personal View) and Public View. -
Name
You can define a dynamic view name using the following tokens:
{!EntityLogicalName},{!EntityDisplayName},{!yyyyMMdd}
Example:
Audit Monitoring ({!EntityLogicalName})→Audit Monitoring (account) -
Overwrite Handling
Views with the same name are skipped. -
Filter Template
Supports 'No Filter', 'Active Only', and 'Inactive Only'.
The following columns are available for inclusion in the view:
createdoncreatedbycreatedonbehalfbymodifiedonmodifiedbymodifiedonbehalfbyname→ The primary field of the entitystatecodestatuscodeowneridowningbusinessunit
Users can customize:
- Column order (up to 3 positions)
- Sort priority (up to 3 sort levels)
- Column width (up to 300px)
Views can be exported to Excel in three ways:
-
All Views
Export all generated views to Excel. -
Selected Entities
Export only the views belonging to the entities you selected. -
From XML File
Load one or multiple XML files and export to Excel.
This project is licensed under the MIT License.
This plugin uses MiniExcel (https://github.com/mini-software/MiniExcel), which is licensed under the Apache License 2.0.