# Dataverse + CRM

> Dataverse and Dynamics 365 CRM resources including XrmToolBox, solution management, data cleansing tools, and productivity add-ons. Essential tools for CRM administrators and developers.

Source: https://ali.id.au/platforms/power-platform-d365/dataverse-dynamics-crm/ (last edited 2026-10-12)

## Official resources

* [Dataverse documentation](https://learn.microsoft.com/power-apps/maker/data-platform/)
* [Dataverse training](https://learn.microsoft.com/training/browse/?products=dynamics-365%2Cdataverse)
* [MB-230: Customer Service functional consultant exam](https://learn.microsoft.com/credentials/certifications/exams/mb-230/)
* [Dynamics 365 implementation guide (Success by Design)](https://learn.microsoft.com/dynamics365/guidance/implementation-guide/overview) - FastTrack's distilled experience
* [PowerObjects CRM Book (Archived 2019)](https://web.archive.org/web/20190216200718/https://crmbook.powerobjects.com/)

## Community resources

* [Microsoft Dynamics 365 Blog](https://www.microsoft.com/dynamics-365/blog/)
* [MSDynamicsWorld](https://msdynamicsworld.com/)
* [Dynamics 365 Community](https://community.dynamics.com/) - official forums and blogs

## Tools

* **[XrmToolBox](https://www.xrmtoolbox.com/)**, [video tutorial](https://www.youtube.com/playlist?list=PL0Pd0TO9GnXhGdFwVRb1wfYRGuS4CVmcA), [SQL4CDS](https://markcarrington.dev/sql-4-cds/)
* [Level Up for Dynamics 365 - Chrome](https://chromewebstore.google.com/detail/level-up-for-dynamics-365/bjnkkhimoaclnddigpphpgkfgeggokam) / [Edge](https://microsoftedge.microsoft.com/addons/detail/level-up-for-dynamics-365/mdjlgdkgmhlmcikdmeehcecolehipicf)
* [Power Platform CLI](https://learn.microsoft.com/power-platform/developer/cli/introduction)
* [Dataverse Solution Scanner](https://github.com/alirobe/dataverse-solution-scanner) - sample solution backup and scan scripts; review and adapt before use
* Data cleansing: [Data8](https://www.data-8.co.uk/integrations/microsoft-dynamics-crm-integration/), [DQ Global](https://www.dqglobal.com/products/dq-for-dynamics-home/dq-for-dynamics-cleanse/)

## Add-ons and extensions

* [ClickDimensions](https://clickdimensions.com/) - marketing automation for Dynamics 365
* [HCL PowerObjects](https://powercare.powerobjects.com/PowerPack) - productivity and usability add-ons
* [Experlogix Document Automation](https://www.experlogix.com/integrations/document-automation-microsoft-dynamics-365) - document generation (was Xpertdoc)
* [Inogic](https://www.inogic.com/) - productivity and usability add-ons
* [pcf.gallery](https://pcf.gallery/) - community-built PowerApps component framework components

See also: [Business Central](/platforms/power-platform-d365/business-central/) for the ERP side of Dynamics 365.