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All-in-one solution to accelerate and simplify your Dynamics 365 development

Table of contents

How HybridCrmTools works

Hybrid CRM Tools streamlines your Dynamics 365 development by automatically generating a fully-structured Visual Studio project that includes Azure Functions, WebJobs, Plugins, Custom APIs, Workflows, and WebResources.
Once your project is created, the toolset allows you to easily publish custom APIs, plugins, and workflows, sync web resources, generate C# and JavaScript
model definitions, and create, compile, and deploy PCFs. This end-to-end solution empowers developers to manage all aspects of the project in one place, significantly reducing manual setup and configuration efforts.

Home Page


This interface shows all the provided tools splitted on 2 types :

  • Projects Tools
    Tools that directly interacts with your project files
  • Other Tools
    Optional tools that can help developers/users

Step 1 : Generate a project


Choose your destination directory and your project name then click Create

Your project is created and the directory is automatically opened

Open your project with Visual Studio then build solution

Step 2 : Configure your project


Go to Home page and click on Manage connections then click on Add New

Connection infos

Fill the connection group (1), name (2) and connection string (3) then click on "Check" button (4)


  • 1. Connection group (client name for example)
  • 2. Connection name (environment name for example)
  • 3. Environment connection string
  • 4. Check the connection string to be able to save your configuration
  • 5. Duplicate an existing connection
  • 6. Remove the current connection

Project infos

Once your connection is checked, the check button is green, and a the "Advanced" Tab appears

  • Custom APIs
    This section corresponds to the configuration of the "CustomApi Register" tool
    Select the CustomApis project file (.csproj) and the solution that will be used
  • Plugins
    This section corresponds to the configuration of the "Plugin Register" tool
    Select the Plugins project file (.csproj) and the solution that will be used
  • Workflows
    This section corresponds to the configuration of the "Workflow Register" tool
    Select the Workflows project file (.csproj) and the solution that will be used
  • WebResources
    This section corresponds to the configuration of the "WebResources Register" tool
    Select the WebResources root directory and the solution that will be used
  • Javascript definitions
    This section corresponds to the configuration of the "Javascript Models" tool
    Select javascript file crmModels.js located in "shared" and the solution that will be used for retrieving definitions
  • C# definitions
    This section corresponds to the configuration of the "C# Models" tool
    Select C# file crmModels.cs located in "Hybrid Shared" and the solution that will be used for retrieving definitions
  • PCFs
    This section corresponds to the configuration of the "PCF Builder" tool
    Select a the directory that contains the controls sources and this directory that will contains generated solutions

Once the needed tools are configured, click on Save button

Step 3 : Happy coding

Project Tools

CustomAPI Register Tool

Custom API Register tool allows to publish your code in one click into the configured solution, by registring the assembly, plugin types, and the parameters (inputs and outputs)

  • Select a configured connection (see Step 2)
    1
  • 2
    indicates the configured Dynamics solution
  • 3
    indicates the configuration Dynamics environment
  • Click on "Register"
    4

Icons meaning :
  • The component will be added
  • The component will be updated
  • The component will be deleted
  • The component is synchronized

Plugin Register Tool

Plugin Register tool allows to publish your code in one click into the configured solution, by registring the assembly, plugin steps, and images

  • Select a configured connection (see Step 2)
    1
  • 2
    indicates the configured Dynamics solution
  • 3
    indicates the configuration Dynamics environment
  • Click on "Register"
    4

Icons meaning :
  • The component will be added
  • The component will be updated
  • The component will be deleted
  • The component is synchronized

Workflow Register Tool

Workflow Register tool allows to publish your code in one click into the configured solution, by registring the assembly and plugin types

  • Select a configured connection (see Step 2)
    1
  • 2
    indicates the configured Dynamics solution
  • 3
    indicates the configuration Dynamics environment
  • Click on "Register"
    4

Icons meaning :
  • The component will be added
  • The component will be updated
  • The component will be deleted
  • The component is synchronized

WebResource Register Tool

WebResource Register tool allows to publish your code in one click into the configured solution, by registring all the webresources

  • Select a configured connection (see Step 2)
    1
  • 2
    indicates the configured Dynamics solution
  • 3
    indicates the configuration Dynamics environment
  • 4
    allows to filter the webresources to synchronize
  • 5
    allows to filter the action to display (Webresources to create, update, delete)
  • 6
    When a webresource to delete is selected, this option allows to choose to delete or just remove the webresource from the solution
  • Select the webResources to synchronize and click on "Register"
    7

Icons meaning :
  • The component will be added
  • The component will be updated
  • The component will be deleted
  • The component is synchronized

Javascript Models Tool

Javascript Models tool allows to generate entities definitions for Javascript

  • Select a configured connection (see Step 2)
    1
  • 2
    indicates the configured Dynamics solution that contains entities to display
  • 3
    indicates the configuration Dynamics environment
  • 4
    Select an entity
  • 5
    Select attributes
  • Click on "Generate definitions"
    6

C# Models Tool

Javascript Models tool allows to generate entities definitions for C#

  • Select a configured connection (see Step 2)
    1
  • 2
    indicates the configured Dynamics solution that contains entities to display
  • 3
    indicates the configuration Dynamics environment
  • 4
    Select an entity
  • 5
    Select attributes
  • Select NN relationships (Relationships Tab)
  • Click on "Generate definitions"
    6

PCF Builder Tool

PCF Builder tool allows to generate a PCF project, build it, generate a Dynamics solution, and upload it

  • Select a configured connection (see Step 2)
    1
  • 2
    indicates the configured Dynamics solution that contains entities to display
  • Select an available PCF control or create a new one
    3
    (ready only when for an existing PCF)
  • Type the name of the PCF to create
    4
    (ready only when for an existing PCF)
  • Type the namemespace of the PCF to create
    5
    (ready only when for an existing PCF)
  • Select the template of the PCF to create (Field or DataSet)
    6
    (ready only when for an existing PCF)
  • Type the desired version of the PCF (0.0.1 by default)
    7
  • Click on "Create Control" button
    1

  • Type the publisher name of the PCF to create its solution
    4
    (ready only when for an existing PCF solution)
  • Type the solution prefix of the PCF to create its solution
    5
    (ready only when for an existing PCF solution)
  • Select the type of the solution PCF
    6
    (ready only when for non existing PCF solution)
  • Generated Solution name
    7
  • Click on "Create Solution" button
    3

Interface Buttons

  • 1
    Create Control project
  • 2
    Open the control project in visual studio code
  • 3
    Create control solution
  • 4
    Increment project version and Build the project
  • 5
    Generate Dynamics Solution
  • 6
    Generate Dynamics Solution in production mode
  • 7
    Import the Dynamics Solution in selected environment

Downloads

HybridCrmTools Setup

HybridCrmTools Releases