Hello, this is ohya.

This time,A convenient tool that instantly converts Dynamics 365 (Dataverse) table column lists into ExcelI will introduce you.
It's extremely useful for creating specifications and taking inventory when customizing!

The problem this time was, "I want to compile a list of table columns into an Excel file, but doing it manually is hell..."

When customizing or creating specifications,

• I want to know all the columns in this table.
• "I want to list column names, schema names, and data types in Excel and share them."
• "I want to compare the differences in columns before and after customization."

This kind of situation happens often, doesn't it?

But it's extremely troublesome to input data into Excel while looking at the management screen...
The more columns there are, the more time it takes and the more mistakes you're likely to make.

Solution: "Metadata Document Generator" from XrmToolBox

XrmToolBoxhas a great plugin that allows you to output table and column information to Excel all at once.
That is "Metadata Document Generator" .

With this tool,Convert column list (display name, schema name, data type, etc.) to Excel with one clickAvailable
Moreover, it is possible to output multiple tables at once.

We will introduce the steps for use.

procedure

1. Download and connect XrmToolBox
   ・Download XrmToolBox from the official website (https://www.xrmtoolbox.com/)
   
2. First launch
   - Double-click XrmToolBox.exe
   
3. Connecting to the Dataverse environment
   ① Menu "Connect" → "New connection" Select
   
   ②Select "Connection Wizard" as the connection method and enter the environment URL (e.g., https://org0343b476.crm7.dynamics.com)
   
   ③ Sign in with your Microsoft account
   
   ④ After the connection is successful, the name of the connected device will be displayed at the bottom of the screen.
   Key Points
   ・Permissions required: System Customizer or higher
   ・Once you connect, you can use it with one click next time.
   
4. Starting the Plugin
   ・"Plugins Store" Metadata Document Generator Search for and install
   After installation, launch it from "Tools"
   
5. Select the output target
   ① Check the target table from the "Entities" tab
   ② If necessary, check "Attributes" (column information) and "Relationships" (related information).
   ③It is also possible to output multiple tables at once.
   
6. Specify the save location (important) ⚠ If you forget this, you will get an error!
   ・Top On the right side of the "File path" field … ボ タ ン Click
   ・Specify the save destination (e.g., desktop) and file name and click "Save"
   If you click "Generate document" without making this setting, you will get a warning message saying "Please select a destination file" as shown in the screenshot.
   
7. Output to Excel
   ・Click "Generate document"
   ・Create a column list in Excel in just a few seconds!
   
8. Check the output results
9. The resulting Excel output contains the following information:
   ・Column display name
   ・Schema name
   Data type
   ・Required/Optional
   -Description (if set)

My Feelings, Then and Now

Using "Metadata Document Generator", it only takes a few minutes to convert a column list into an Excel file.
Just remember to specify the save location and you'll say goodbye to manual work.

Efficiency is the first step to improving the quality of customization!
Please give it a try✨