Quick Start

Get up and running with Power Platform ToolBox in just a few minutes. This guide covers installation, connecting to your Power Platform environment, and installing your first tool.

Step 1: Download and Install based on your operating system:

Windows - Download the .exe installer - Run the installer and follow prompts - Launch from Start Menu or Desktop

macOS - Download the .dmg disk image - Open and drag to Applications - Launch from Applications folder

Linux - Download the .AppImage file - Make it executable: chmod +x *.AppImage - Run the AppImage

Step 2: Connect to Power Platform

Power Platform ToolBox supports multiple authentication methods, the simplest being interactive login. Follow the steps below to set up your first connection.

Interactive Login (Recommended)

  1. Open the Connections panel Connections Panel
  2. Click "Add Connection" in the Connections panel Connections Panel
  3. Give your connection a name in Connection Name
  4. Enter your Environment URL (e.g. https://org.crm.dynamics.com)
  5. Ensure Authentication Type is set to Microsoft Login Prompt
  6. Click Add
  7. A browser window opens for Microsoft authentication Microsoft Login
  8. Sign in with your credentials (MFA supported)
  9. Grant consent when prompted.
  10. An Authentication Successful message appears in the browser. Authentication Success message
  11. Your connection is saved securely and is ready for use.
  12. You can manage your connections in the Connections Panel, including deletion.

Step 3: Install Your First Tool

Browse and install tools from the marketplace:

  1. Click "Tool Marketplace" in the sidebar
  2. Browse available tools or search by name
  3. Click on a tool to view details
  4. Click "Install" to download and install
  5. Tool appears in the "Tools" panel
  6. Click the tool to launch it in the workspace

What's Next?

Great! You're now set up with Power Platform ToolBox and ready to be more productive. Here are some recommended next steps:

For Users

  • Explore the tool marketplace for tools that match your needs
  • Configure settings (theme, auto-updates, terminal preferences)
  • Add multiple connections for different environments
  • Learn about security features and encrypted storage

For Tool Developers

  • Learn how to build your own tools using the ToolBox API
  • Understand the Dataverse API for querying data
  • Publish your tools to npm and submit to the registry
  • Check out example tools for inspiration

For Contributors

  • Set up the development environment
  • Understand the application architecture
  • Learn the contribution workflow and PR requirements
  • Find issues to work on or propose new features

Was this page helpful?