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Wednesday, October 15, 2014

What’s new in XrmToolBox world

If you are using the latest version of XrmToolBox, then you should see this popup when launching it

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This was the super cool hidden feature of the previous version! It works (I’m relieved…)

In this new release of XrmToolBox, there is three new features, as described below

Optimization in plugin development

Thanks to Daryl LaBar, one of the developer of other XrmToolBox plugins, the way to develop plugins for XrmToolBox has never been so easy. All you have to do is to create a user control that inherits from PluginBase class. All the connectivity is handle by the base class and you just have to focus on what your tool should do.

Daryl added also helper classes to handle asynchronous call in a really easy way. Read his blog article on this topic.

The documentation on CodePlex project page explains how to use the new development model.

A new tool : Metadata Browser

Even if Microsoft delivers a metadata browser solution in the CRM SDK package, it is just a pain to install this solution in each organization I am working on. So I developed a XrmToolBox plugin that does the same job : allows you to browse metadata from your organization. It’s a first version and I may have forgotten some features but I think it’s quite complete.

How does it work?

The first action of the tool is to retrieve the list of entities

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By double clicking on an item, you can then see the metadata for the selected entity

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You can browse all set of metadata included attributes, relationships and privileges. You can also see these items in lists for better reading

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Again, when double clicking on an item, its properties are displayed in a property grid

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To come back to previous screen, just click on button “Hide Panel”

You will have the possibility to select columns you want to display in lists and their order. This configuration will be saved to avoid to reconfigure the layout you want each time.

As usual, this tool is included in XrmToolBox package available on CodePlex

Another new tool : User Settings Utility

This one was asked by my fellow MVP Scott Sewell. It allows to update user personal settings in bulk like this solution does.

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Again, this tool is included in XrmToolBox package available on CodePlex

Wednesday, September 17, 2014

New XrmToolBox plugin : Bulk Form Attribute Manager

And now a new version of XrmToolBox!

This release includes a new plugin that will help you to apply some actions on attributes displayed in mutliples forms. The need for this tool came from a XrmToolBox user that has an entity with 180 forms. Imagine how long it takes to change one attribute property on each of these forms…. Nightmare!

So, the tool will help you to change the following properties for an attribute on multiple forms:

  • Label
  • Visibility
  • Read Only
  • Lock

The tool can also help you to add/remove an attribute on multiple forms. When adding an attribute, you need to specify next to which existing attribute this new field will be added. If available space, the attribute is just added. If no space available, a new row in the section is added before adding the new attribute.

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Some other tools in the toolbox have been fixed as some lists had a size problem (due to Visual Studio 2013 Update 3, as far as I can tell). That should now be fixed.

Another great feature of the new version of XrmToolBox is the Check Version feature: when the toolbox starts, it calls CodePlex download page to see if there is a new version available. If so, a popup warns you and you can open the download page. That should help you to keep the toolbox up to date (you can also follow the project on CodePlex to receive new version notification).

As usual, the new version can be downloaded on CodePlex

Friday, August 15, 2014

New XrmToolBox plugin from Andy Popkin: Bulk Workflow Tool

It’s a long time since I’m in touch with Andy Popkin from ZeroToTen. We were talking about the possibility to add multiple plugins to my XrmToolBox tool. I already announced this in a previous blog post without mentionning the exact purpose of the upcoming tools.

So today, Andy released the first XrmToolBox plugin of (I hope) a long list : The Bulk Workflow Tool.

You can find all information about this tool on this blog post, and you can download the plugin here.

I would like to finish this post with a special thank you to Andy for participating to the XrmToolBox adventure!

Wednesday, July 16, 2014

New XrmToolBox plugin : User Roles Manager

Again, this tool is an application for Robert Boyer, my suggestion box for XrmToolBox tools currently Sourire

So, the tool allows you to select multiple roles and multiple users or teams to:

  • Add the selected roles to selected users or teams
  • Remove the selected roles to selected users or teams
  • Remove all existing roles from selected users or teams and add them roles selected

There is some limitations:

  • You cannot use remove roles action on your own profile
  • Business unit roles, that are not inherited from root business unit can only be added to users/teams in the same business unit

I hope this tool will improve your productivity when the need to add or remove multiple roles on multiples users or teams comes.

Here is a screenshot of the plugin:

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As usual, this tool is available as part of the XrmToolBox on CodePlex

NB: There is also a bunch of updates for other tools, check them on the download page

Wednesday, May 28, 2014

New XrmToolBox plugin : Import/Export NN relationships

Two plugins in one day! wow!

This one was, in fact, developed a couple of months ago.

One of my colleague was using a solution from my fellow MVP Andrii Butenko which allows to import/export NN relationships in a silverlight web resource. This was nice but my colleague was using other attributes than primary key to do the mapping and Andrii’s solution does not support this.

So he asked me to develop a XrmToolBox’s plugin that could do this.

And, here it is! You can select entities and relationships and moreover, choose mapping attributes on both enitities. I only let text and number attributes selectable as other does not really make sense for mapping purposes.

Then you can import or export NN relationships!

Here is a preview

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As usual, this plugin, among other, is available with XrmToolBox on CodePlex

New XrmToolbox Plugin : Solution Components Mover

Hey guys,

Here is another tool for the XrmToolBox! This one, like the previous one, was asked by a member of the community (by the way, he is the same guy than for Synchronous event order editor).

It allows you to move all or defined components from a solution to another one. What’s the point? Well, when working on a specific feature, you might want to isolate the corresponding items in a specific solution. When the feature is completed, you want to transfer components from your specific solution to the deliverable solution.

Instead of adding each type of components, one by one, this tool helps you add them in a bulk.!

Here’s a preview

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As usual, this plugin, among other, is available with XrmToolBox on CodePlex

Tuesday, April 15, 2014

New XrmToolBox plugin : Synchronous events execution order editor

Last week, I receive a request from Rob Boyers that was asking for a tool that can help him to order execution order of synchronous events, plugin steps and workflows.

Indeed, in Dynamics CRM 2013, you can set the “rank” property of a plugin step to define its execution order among other steps in the same message and stage, using the PluginRegistrationTool. Unfortunately, there is no such way to edit the “rank” property of a synchronous workflow in a UI.

So, here is the “Synchronous events execution order editor”, a new XrmToolBox plugin

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It works only with CRM 2013 and loads all synchronous plugin steps and workflows and group them by Entity, Message and Stage. When selecting a stage, you can see all events registered and you can update the rank value.

Then, just click on the button “Apply update(s)” to update events on the organization. Just a note: for synchronous workflows that are activated, they will be deactivated, updated then activated back.

As usual, the XrmToolBox and its plugins are available on CodePlex