How to get Dynamic CRM 365 all Metadata and Components?

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Posted on by Community Member

Hello,

I would like to export below components from the dynamic CRM 365 instance.
> Entity Metadata
> Option Sets
> Business Rules
> BPFs
> Processes
> Plug-ins
> Custom Workflows
etc...

Is there any ready-made tool available that helps to achieve this?
OR
Has anyone done similar work before?

Any help would be much appreciated.

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gdas 50,091 Moderator on at

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Hi ,

Download the XRMtoolbox (https://www.xrmtoolbox.com/) where you will get Metadata browser plugin.

https://carldesouza.com/xrmtoolbox-metadata-browser/

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/browse-your-metadata

Hope this helps-

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Satish1024 107 on at

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Browsing metadata of Dynamics 365 is now simpler with Chromium-based extension. Available both on Chrome and Edge.

https://chrome.google.com/webstore/detail/metadata-browser-for-dyna/ahbljnhlfdbecefhilipmpnlfldnplpb

There is an option to export to CSV as well.

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Joseph McGregor Mac... 597 on at

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Hi Jalak

You should be able to do this with my app, though it will require a few operations for querying the workflow and plugin types separately

1. There is an export customisation feature which exports entities, fields, option sets into Excel or CSVs josephmcmac.wordpress.com/.../customisation-export-in-josephm-dynamics-365-dev-app

2. You can run queries on all types in the system including plugins, workflows etc. using the Crud/Query feature which can then be exported to Excel / CSV josephmcmac.wordpress.com/.../

The app can be downloaded here github.com/.../latest

I may add workflows and plugins as part of the customisation export feature at some stage but haven't got to it yet, so for now the CRUD/Query feature would need to be used to query them individually

Hope this helps

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