AttributeExporterXrmToolBoxPlugin 1.0.5

Attribute Metadata Exporter

XRM ToolBox plugin for exporting Dataverse/Dynamics 365 attribute metadata to CSV with advanced column management.

Features

• Data Sources: Export from all entities or specific solutions
• 40+ Metadata Columns: Organized into 7 categories (Core, Identity, Metadata, Behavior, Security, Audit, Advanced)
• Column Presets: Basic (8), Standard (16), Advanced (28), Full (40+), or Custom
• Interactive Grid: Real-time filtering, sortable columns, drag-drop reordering
• Smart Type Details: Automatically formats type-specific metadata (lookup targets, picklist options, string formats, etc.)
• CSV Export: Export filtered results with selected columns in custom order
• Persistent Settings: Column preferences, sort state, and filters saved across sessions

Installation

From XRM ToolBox (Recommended)

1. Open XRM ToolBox → Tool Library (Ctrl+T)
2. Search for "Attribute Metadata Exporter"
3. Click Install and restart

From NuGet Package

1. Download .nupkg from Releases
2. XRM ToolBox → Plugins Store → Install from disk
3. Select .nupkg file and restart

Usage

1. Connect to Dataverse environment
2. Choose scope: All Entities or Selected Solution
3. Click "Load Attributes"
4. Filter using table/attribute name, type, required, custom, or primary ID filters
5. Configure columns (optional): Click "Columns..." to select preset or customize
6. Export: Click "Export to CSV"

Column Presets

Available Columns by Category

• Core (8): Table/attribute names, type, required, max length, type details, description
• Identity (5): Schema name, metadata ID, primary ID/name flags, attribute of
• Metadata (4): Managed, custom, introduced version, type name
• Behavior (4): Valid for create/read/update, is logical
• Security (4): Secured flags and can-be-secured permissions
• Audit (1): Audit enabled
• Advanced (1): Required level detail

Configuration Storage

Settings saved to %APPDATA%\AttributeExporter\config.json:

• Column visibility, order, widths
• Active filters and sort state
• Selected preset

Building from Source

git clone https://github.com/HurleySk/AttributeExporterXrmToolBoxPlugin.git
cd AttributeExporterXrmToolBoxPlugin
dotnet build --configuration Release
.\deploy.ps1 -Force

Deploy script options: -SkipBuild, -Force, -WhatIf

Troubleshooting

Plugin not appearing: Delete %APPDATA%\MscrmTools\XrmToolBox\Plugins\.manifestcache.dat and restart XRM ToolBox

"Object reference" errors: Missing dependencies - re-run deploy.ps1 to copy all DLLs

Slow "All Entities" load: Large environments take 30-60s - use "Selected Solution" or filters to narrow scope

Export fails: Ensure attributes loaded, at least one column visible, and CSV file not open in Excel

Technical Details

Dependencies:

• XrmToolBoxPackage 1.2025.7.71
• Microsoft.CrmSdk.CoreAssemblies 9.0.2.59
• CsvHelper 12.3.2 (downgraded for .NET Framework 4.8)

Requirements: XRM ToolBox 2024.7.x+, .NET Framework 4.8

Contributing

1. Fork repository
2. Create feature branch
3. Test in XRM ToolBox
4. Submit pull request

Follow existing code patterns, add XML docs, update README for user-facing changes.

License

MIT License

Author

Samuel Hurley - HurleySk

Built on XRM ToolBox by Tanguy Touzard

Version 1.0.4 - UX improvements: Simplified filtering with always-visible filter panel